Business Growth
Offering more free marketing resources
Free marketing resources for tax pros Put our marketing to work for you Digital marketing is a must-have for 2021, and we have produced more video resources and digital ads for our tax professional partner than ever before. Enroll now and get access to more free resources designed for your digital channels. “You do you”…
Read MoreStep on the gas – 5 ways you can grow in 2021
It’s hard to believe that any small business can get ahead during the pandemic. If the industry rumors are true, 2021 may be a year of consolidation where established and aggressive tax professionals grow while marginal players make their exit. Side hustle EROs exiting the industry? Industry players are seeing some smaller tax professionals that…
Read MoreFuture Proof Webinar
Back by popular demand September 23 at 10:00 am PT After leading this webinar at the IRS Tax Forum, our marketing leaders Ryan Melius and Jan Buncher received such a positive response that we’re offering this webinar again. Get practical insights to help you prepare for an uncertain tax season We’ll teach you how to…
Read MoreHow to future proof your tax practice
Learn how you can future proof your tax practice Webinar presented at IRS Tax Forum August 19 at 12:30pm PST Join our live webinar at the Virtual IRS Tax Forum and get practical steps you can take to future-proof your tax practice. We’ll teach you how to adapt with marketing strategies and tactics that don’t rely…
Read MoreProcess = Profit!
This is a guest article provided by RightWay Tax Solutions. RIghtWay Tax Solutions has experienced tremendous growth in a short period of time and with that comes the challenges of scaling without sacrificing those things which contributed to their success. In this article RIghtWay President & Co-founder, Jeremy Duncan discusses the necessity for standardized processes…
Read MoreTake the tax pro marketing course
Struggling to grow your tax preparation business? Get 2 weeks of marketing training Hitting a ceiling on your office’s growth or struggling to maintain share and looking for growth hacks? Santa Barbara Tax Products Group (sbtpg) has developed a 2-week marketing course stacked with in-depth marketing training, designed exclusively for tax professionals. Sign up today…
Read More5 things you must do this off season
5 must do tasks for the off season Take advantage of your off-season Get ahead of your competitors this summer We’re nearing the end of tax season, and tax professionals have the unique benefit of an off-season. OK, we know the off-season isn’t what it once was. We also know many of our tax professional…
Read MoreFree tips for growing your tax office
No-cost business growth tactics Get no-cost promotional ideas Promoting your tax preparation business doesn’t have to require big budgets. Before you start investing in advertising and promotions make sure you’ve exhausted all of the free promotional opportunities that are available. Here are some ideas that won’t cost anything more than your time. Google My Business…
Read MoreGet free growth tips
Another summer conference season has concluded with the Orlando IRS Tax Forum this week – wow what a great event! It was great connecting with so many of you in Orlando! Having talked to thousands of tax professionals across the US, our team hears many of the same questions. This year there was an increase in the…
Read MoreEnter for a chance to win a $20,000 Tax Office Makeover
Enter for a chance to win Helping tax professionals succeed We see tax professionals as our business partners, and we’re driven to see our tax professional partners succeed. This year we will give tax professionals an opportunity to share their vision for growing their tax preparation business, and one tax professional will see their…
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