Tax Firm Entrepreneurs & the Entrepreneurial Continuum

There are two types of tax pros that run their own shops: Small business owners and entrepreneurs. What’s the difference, and why does it matter? A small business in our industry, or what I’ll commonly refer to as a tax practice, is forever centered around the tax professional that started the practice continuing to personally deliver services …

Tax Firm Entrepreneurs & the Entrepreneurial Continuum Read More »

Offering Advisory Services to Real Estate Investors

Advisory. It’s that buzz word that we all keep hearing. Accounting journals, CPE classes, books, podcasts, etc., all telling us that we need to start making the shift from compliance to advisory if we want our tax and accounting firms to survive in the 21st century. Of course, that advice is quite accurate. As more and more compliance …

Offering Advisory Services to Real Estate Investors Read More »

How much is a real estate investor tax client worth?

There are many things to love about dedicating your tax practice to serving a specific, narrow target audience. When you niche, you get: economies of scale greater operational efficiency reduced marketing costs simplification of lead generation efforts higher fees from specialized services This is why I always encourage tax pros to niche, niche, niche. It’s …

How much is a real estate investor tax client worth? Read More »

Real estate investors represent a unique opportunity for your tax firm

According to IRS tax return data, over 10 million American individuals (not even counting business entities) own at least one rental property. That’s about 1 in 15 individual income tax returns filing a Schedule E with rental income. As both a tax pro and a real estate investor myself, I find this statistic to be absolutely fascinating, …

Real estate investors represent a unique opportunity for your tax firm Read More »

Podcast Episode #17: Email Marketing for Tax Firms with Nate Hagerty & Christian Jones

  Nate Hagerty and Christian Jones from digital marketing agency TaxProMarketer join me to discuss the importance of email marketing in your tax practice. We discuss why you need it, how to optimize it, the type of emails to send, how frequently, and how this helps converts leads into paying clients.. To schedule a chat …

Podcast Episode #17: Email Marketing for Tax Firms with Nate Hagerty & Christian Jones Read More »

Ready to get more out of your tax firm?

Enter your email address to learn how.