Incongruous

I’m fortunate to have an easy commute most mornings. My drive from suburban Anderson Township to TaxCoach’s office, high atop the Globe Insurance Building on stately Hyde Park Square, is a tad over 8 miles and usually runs under 20 minutes. It’s a pleasant-enough route, with no junkyards or used-car dealers to mar the view. But there is one half-mile stretch on Ohio 32 that takes me past a couple of billboards every morning. And the most recent ads caught my attention.

The first billboard, just to the north of the Speedway where I sometimes fuel up in the morning, catches my eye with dark tones and an ominous font: “Diabetes? A heart attack might be right around the corner.” The billboard directs viewers to a web site where they can presumably learn how to avoid that heart attack. Read more…

$3,000 Success

I’ve said it before, and I’ll say it again until I’m blue in the face. If you’re not participating in our weekly Member Call-In, you’re missing one of the biggest benefits of TaxCoach membership. Yesterday’s call was no exception — we had a great time debriefing on the just-concluded tax season and sharing stories.

There were a lot of successes. Pam Schoelles had so many new clients she couldn’t keep up with the work. Joseph Conrad told us business was up 35%. We all thought that was impressive until Kym Mahler told us her revenue was up 60%. Read more…

What Have We Learned?

Another April 15th has come and gone, and many of you are getting your first well-deserved break in weeks. Congratulations! You’ve put another tax season behind you. Now, what have you learned?

This is a great time of year to sit back and take stock of the season that just ended, while it’s still fresh in your mind. So ask yourself a few questions — and take time to reflect on your answers: Read more…

Five Steps to Your Dream Practice

Yesterday afternoon, during our weekly Member Call-In, a member from Seattle asked a question that many of you are asking right now, especially those of you north of the Mason-Dixon line:

“During tax season, knee deep in tax preparation, I dream about relocating. If a tax coach started in a new town, what five-point plan would you recommend to establish a new practice?”

After the call, I got to thinking just how appropriate that question was, especially now in the middle of tax/cold/flu season. Is there a formula for building a dream practice? Read more…