Category Archives: Tax Planning

Devious Tax Avoidance

I’ve told you all time and time again how much I recommend using the day’s news to market your business, to join the conversation your prospects are already having, rather than starting your own conversation (which probably won’t interest them very much anyway). So it probably won’t surprise you to learn I spend a fair amount of time, both online and off, combing the news for the information I need to keep TaxCoach up to date, as well as “infotainment” I can use to grab readers’ attention.  Read more…

I, Robot

Before you read any further, go to and type in “tax preparer.”

We’ll wait for you.

Ok, now that you’re back, let’s talk.

I realize you’re not just a “tax preparer.” You’re a tax business owner. That’s different, yes. But if your principal product is tax preparation, you’re in danger. Read more…

What Business Do You Want to Be In?

You would think that it’s pretty hard to open a business without knowing what business you’re in. It’s easy to imagine what the race looks like when you’re just heading out the gate. But what happens down the road when things like technology, the economy, or consumer demands change? What happens when you change, and get tired of the business you’re in?

April 15 has come and gone, and we’re bidding farewell to another tax season. For some of you, it’s no big deal. For others, it’s a time of great relief, like finishing a marathon. Read more…

The $500,000 Man

There are certain times of year when you just don’t expect people to be available. Take Santa Claus, for example. The week before Christmas, he’s busy. Don’t expect him to return your calls or emails.

For most of us, this is that time of year. But even the busiest tax season can be full of success stories. So here are some comments from the last few Wednesday Marketing and Management Calls. Remember, success stories are never off-topic! Read more…