" New year, new me." "I'm going to crush my goals this year!" Have you found yourself saying those things? At the start of a new year and new season, it's easy to get caught up in the trends and cycles of doing something new. Bringing in change and improvement. As I reflected over the past year I noticed something about the goals that I crushed  and the ones where I fell short. The difference was my intentionality and focus. Was I intentional in forming habits to ensure I rea

When you start a business or launch a new service offering you are eager to help everyone that you possibly can. We take on work that we can't manage alone because it is not easily identifiable. If you are reading this you are probably fairly new to doing tax representation work. Tax representation is a unique service offering. The workflow and communication process is much different than tax preparation. Understanding the journey that a taxpayer goes through is key to creat

How much should I charge? This is a common question I get from tax professionals, new and seasoned. I also see it in various tax groups when it comes to tax preparation and tax representation. But I get it. It took me a while to become comfortable with my tax representation prices. That allowed me to be confident in quoting clients and delivering value. Today I'm going to walk you through the process I use to price a tax representation case. Note, that this is a framework. Wh

CPA, EA, AFSP, USTCP... there are so many different professional credentials that exist right now that if you’re searching the internet for tax help it can be very easy to get confused and even flustered if you don’t know what they all mean. Sometimes, professionals, myself included, get so caught up in tax jargon that we forget to break things down so the average taxpayer can understand. Charge our heads not our hearts!