How to Be a Stand-Out Tax Preparer – 5 Tips for Success

Taxes are part of any working person’s life. If you are an employee, you pay income tax, and if you purchase anything from groceries to real estate, you have to pay taxes. Although it is a part of life, many people do not know how to untangle the complexities of tax documentation and filing. This is where tax preparers come in. Professional tax preparers complete corporate or individual tax returns. Though most of them are not lawyers, they have a good understanding of tax laws. Tax preparers use their knowledge to save customers money and file their annual tax returns on time. Besides communication skills and attention to detail, here are some things you can do as a tax preparer to retain clients and become one of the best tax preparation professionals.

 

Provide Your Contact Information

Make yourself readily accessible to clients. If you work for a firm, give them a direct number to reach you at all hours. It is vital to provide clients with up-to-date contact information since they will want to reach out to you after tax season. It is only after deadlines that clients hear back from the IRS about any issues on their tax returns, and some of them would appreciate the ability to coordinate with you. Doing this positions you as a reliable partner and long-term investment, someone whose services they can seek year after year.

 

Keep Learning About Tax Laws

The most in-demand tax preparers are the ones who have current knowledge on available deductions, applicable credits, and the latest in tax law. People always want to know how they can implement money-saving tax practices, and they would greatly appreciate having a tax preparer who guarantees that. Participate in continuing education classes, read new IRS publications, and research new laws on tax association websites. You can even become part of these networks, so you stay in the loop on what is the latest in your industry.

 

Have a List of References

Keeping a list of references is like having a passive pipeline of new work. People looking for tax preparers will probably ask their network who they can recommend, and if you stay on good terms with your former or current clients, they will be likely to send their friends and family to you. The best tax preparation professionals do not make many mistakes and prevent unwanted tax audits. Ask your clients if you can use them as references as well. Tax laws frequently change, and the Internal Revenue Service keeps tightening policies. Prospective clients would want to speak to current or old ones to see how you had worked with them in the past.

 

Choose a Tax Specialization

Specializing in a field attracts customers looking for specific services. Whether it’s real estate, self-employment, investments, business expenses, retirement income, or some other field, some people will have complex financial situations requiring assistance from an expert. If you have a specialization, you stand out from tax preparers who only provide what others do.

 

Use Professional Tax Preparation Software

Your work will be more efficient when you use user-friendly tax software. Web-based tax software is perfect for this; it enables you to access your clients’ data anywhere, 24/7, and on any device. If you are a preparer who needs to be on the road all the time, or if you want low-maintenance tax software that does not require you to rent a server or download anything, you can go for web-based types.

 

Conclusion

Tax preparation is a valuable, recession-proof field. People will always need to file their taxes, and they will always appreciate the services of a dedicated, knowledgeable professional. Provide your clients with convenience and peace of mind, and you’ll surely see work come in every tax season. Make Keystone Tax Solutions your partner in providing tax preparation services. Our all-in-one tax preparation software allows unlimited additional users, unlimited federal and state return filings, year-round tech support, and so much more. Get a free demo today or contact us for more information!

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