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Keep more videos like this coming please. The more in depth and detailed they are the more helpful the are.
Great video 🙏🏾
This was amazing as usual, thank you for always being so thorough and helpful!
Great info. For sure will be implementing some of these systems for our tax preparation business. Thank you
Question. How much to charge for services that your client assign, for example the annual report in sunbiz every year?
I would like to learn/talk about as a new tax preparer, how do I know which forms are needed for each client?
Comment your email I can assist you with this for your clients. Are you a ptin or EFIN holder ?
Where is the invoice stage in the pipeline?
Do you collect payment after you prepare a tax? Or after the engagement letter?
I believe she said she collects a deposit after the engagement letter.
Profit first! money in.
Keep more videos like this coming please. The more in depth and detailed they are the more helpful the are.
Great video 🙏🏾
This was amazing as usual, thank you for always being so thorough and helpful!
Great info. For sure will be implementing some of these systems for our tax preparation business. Thank you
Question. How much to charge for services that your client assign, for example the annual report in sunbiz every year?
I would like to learn/talk about as a new tax preparer, how do I know which forms are needed for each client?
Comment your email I can assist you with this for your clients. Are you a ptin or EFIN holder ?
Where is the invoice stage in the pipeline?
Do you collect payment after you prepare a tax? Or after the engagement letter?
I believe she said she collects a deposit after the engagement letter.
Profit first! money in.