Real answers you need to have a next level tax business.

May 9, 2017

By Chris Basom

Money Magazine’s May 2017 issue (printed edition) contained a one-page article that sums up everything you need to know about the current state of our industry.

The article is a brief analysis of H&R Block stock - it’s subtitled “The Tax Preparer Faces Challenges Beyond President Trump.”

The analysis reveals the following:

February 6, 2017

By William Hamilton

78% of your clients want this when they collaborate with you, do you know what “this” is?

Before we give you that answer, let's "get real" with each other for a minute -

Collaborating with clients can be a nightmare.

December 21, 2016

By William Hamilton

Up until the 18th century, it was the common belief that California was an island.

No joke.

Below is one of the many maps from the late 1600’s depicting California floating off of the coast of North America.



November 21, 2016

By Chris Basom

Why do people “remodel” things? 

August 16, 2016

By William Hamilton

We just spent an amazing week in beautiful Indianapolis Indiana, hanging out with 1,500+ tax professionals. (The photo accompanying this post is our Co-Founder, Chris, teaching a class on Friday discussing fee increases in the industry)

May 4, 2016

By Chris Basom

It used to be I could work really hard for about five months of every year and take it very easy the other seven. That meant mid-January to mid-April – hard work, then again leading into the August 15th extension deadline and again for a month leading into the October 15th deadline.

March 31, 2016

By Chris Basom

After a hallway “commiseration” session the other day, one of my team members said, “I can tell it’s late in the season!” Passing by, I asked “How’s that?” and her answer was (embarrassingly) telling. She explained, “Because we’re all a little cranky!”

February 18, 2016

By William Hamilton

Tax season is in full swing. It’s important to keep your stress levels under control for your business’ sake, and more importantly, your health.

Here are 10 proven stress reducers to get through the end of the season in one piece.

January 21, 2016

By William Hamilton

“It doesn’t take a genius to do your taxes.” Wow.

This is a direct quote from TurboTax's 2016 Tax Season Ad. And what a statement TurboTax is making that the American public is buying into.

December 18, 2015

By Chris Basom

Don’t be confused – I’m certainly not promoting “socializing” - I know it takes 12 hours a day 7 days a week to build the practice of your dreams! But the reality is your family (and specifically your significant other) will demand some time and attention between now and January 4th (when you return to the office).