Guide to Start and Grow Your Successful Tax Business PDF Download

Author: Terry McCabe Judge
Publisher:
ISBN: 9781947413009
Category :
Languages : en
Pages :

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Book Description: Guide to Start and Grow Your Successful Tax BusinessThe mission of this book is to provide valuable information and guidance to help the reader start, operate and grow a successful income tax preparation business. While managing hundreds of tax offices throughout the past four decades, author Chuck McCabe, has mentored numerous people who aspired to become independent tax business owners and empowered them to achieve success in this rewarding profession. The book includes the following chapters1.Learning Tax Preparation & Obtaining Credentials2.Developing a Business Plan3.Risk Management4.Getting Started as a Tax Business Owner5.Establishing Your Tax Office6.Tax Office Operating Systems7.Buying a Tax Practice8.Marketing Planning9.Pricing Your Services10.Mass Media Advertising 11.Digital Marketing12.Your Website13.Social Media Marketing14.Neighborhood Marketing15.Client Retention Strategies16.Recruiting & Training Tax Preparers17.Employee Pre-work Training18.Motivating & Retaining Employees19.Continuing Education (CE)20.Diversification for Year-round Revenue21.IRS Circular 230, Due Diligence22.Peer Support & Tax Professional Associations23.Helping Your Client Deal with the IRSAccounting Today has recognized the author for multiple years in their ¿Top 100 Most Influential People in Accounting.¿ Their foundation for this recognition is: ¿As a veteran in the tax preparation industry, McCabe had the vision to offer support to other tax business owners who opt to remain independent by providing them with tax education and business skills so they can be successful on their own.¿ In addition, to facilitate peer support, in 2009, Chuck founded the LinkedIn group, Tax Business Owners of America, that now has nearly 9,000 membersChuck McCabe and his team at The Income Tax School (ITS) are committed to serve and support independent tax business owners. The ITS website www.TheIncomeTaxSchool.com, provides valuable resources, many at no charge, to support tax business entrepreneurs. This book will enable small business entrepreneurs to adopt proven best practices comparable to those used by the national tax firms. - Their goal is to ensure the success of independent tax business owners.

Author: Practitioners Publishing Co. Staff
Publisher:
ISBN: 9780764628252
Category :
Languages : en
Pages :

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Contains extensive coverage of the tax issues faced by all types of contractors, including large and small contractors, homebuilders, and other specialty trades, provides you with the clear, concise guidance you need to expertly address your tax issues.

Author: Frank C. Minter
Publisher:
ISBN: 9780791334812
Category : Accounting
Languages : en
Pages :

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Author:
Publisher:
ISBN:
Category : Income tax
Languages : en
Pages : 0

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Author: The Tax Institute at H&R Block
Publisher: John Wiley & Sons
ISBN: 1118072626
Category : Study Aids
Languages : en
Pages : 582

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Book Description
Whether you’re already a tax preparer or you’re looking to become one, you need a firm grasp of the tax concepts on which individual taxation is based. We created the Wiley Tax Preparer as a refresher for the experienced tax preparer, and as a readable guide for the less-experienced tax preparer. This timely guide is an essential tax resource providing you with useful information on tax principles and filing requirements that a preparer must know to complete a 1040 series return and associated schedules. You’ll refer to it time and again, for information about: Practices and Procedures Penalties to be assessed by the IRS against a preparer for disregard of the rules and regulations Furnishing a copy of a return to a taxpayer Safeguarding taxpayer information Treatment of Income and Assets Taxability of wages, salaries, tips, and other earnings Reporting requirements of Social Security benefits Determination of basis of assets Deductions and Credits Medical and dental expenses Types of interest and tax payments Child and dependent care credit Other Taxes Alternative Minimum Tax Self-Employment Tax Preliminary Work and Collection of Taxpayer Data Collecting a taxpayer’s filing information and determining their status Determine filing requirements, including extensions and amended returns Personal exemptions and dependents Completion of the Filing Process Check return for completeness and accuracy Tax withholding, payment and refund options, and estimated tax payments Explaining and reviewing the tax return Ethics and Circular 230 Preparer’s due diligence for accuracy of representations made to clients and the IRS Sanctions that may be imposed under Circular 230 Rules governing authority to practice before the IRS If you’re looking for a practical guide to the principles behind Form 1040, look no further. The Wiley Tax Preparer is the most accessible guide to understanding how complex tax laws affect individual taxpayers.

Author: Matthew Castelli
Publisher: Cisco Press
ISBN: 9781587050398
Category : Computers
Languages : en
Pages : 1000

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Book Description
A complete resource for assessing, auditing, analyzing, and evaluating any network environment With "Network Consultants Handbook, you will Learn from network audit and evaluation guidelines that aid in data gathering and analysis of network environments Work with tables and calculations that help provide near-real-time answers to internetworking issues and challenges Learn network diagramming tips that aid consultants and engineers in preparing consistent drawings for in-house documentation Discover how specific internetworking technologies fit into a design to create a networking solution for your customer Network consultants and engineers in today's industry continually face the challenge of assessing, auditing, and reviewing existing networks. Documenting, reviewing, and analyzing these changes in a customer's network is more challenging today than in the past, partly because of the explosive growth of converged applications and the Internet. Consultants and engineers often reinvent the wheel to gather and analyze relevant network information, particularly when examining a client's network while having little or no background information. "Network Consultants Handbook is a complete resource for assessing, auditing, analyzing, and evaluating any network environment. Intended for anyone who designs, manages, sells, administrates, or desires to understand various internetworking technologies, "Network Consultants Handbook demonstrates where and how to gather relevant information and how to analyze and document this information. Technology overviews peel away each layer of the network to provide a complete assessment. This book prepares you with form templates to completeduring a network audit, necessary device commands to aid in obtaining necessary information, and consistent forms to aid in documentation. Networks are like snowflakes: No two are alike. This is the challenge that network consultants, engineers, managers, designers, and anyone else involved with networks must face every day. Network Consultants Handbook provides the resources you need to evaluate and design networks, either as a desktop reference resource or in the field where the tables and calculations help provide near-real-time answers to internetworking issues and challenges. Companion Web Site The companion Web site for the book contains fully downloadable versions of the data gathering and analysis templates. These templates offer an easy-to-complete solution to gathering the data you need to complete your analysis of network environments. This book is part of the Cisco Press Networking Technologies Series, which offers networking professionals valuable information for constructing efficient networks, understanding new technologies, and building successful careers.

Author: Edward Mendlowitz Cpa
Publisher:
ISBN: 9780991266203
Category : Business & Economics
Languages : en
Pages : 154

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Book Description
Reviewing tax returns is a key part of tax preparation. It also is an area vulnerable to major bottlenecks and backlogs. Part of the problem is that there is no information or training specifically for reviewers... until now. Inevitably, firms have more preparers than reviewers. The latter are highly skilled professionals who are more difficult to train or find. Therefore, you must consider ways to reduce review time, even at the expense of adding preparer time. This book discusses methods to reduce review time, establishes who should do the review, distinguishes between content and issues reviews, identifies specific items for the reviewers to check, and offers administrative procedures to facilitate the review process. Reviewers are not born complete and ready to go, they are developed. The problem with many firms is that they take a reasonably good tax return preparer, with above average tax knowledge and they make them a reviewer, either on purpose or by default. In many firms a partner doubles as a reviewer. In some cases this partner does not even have reasonable tax knowledge, but they do the job because it needs to get done. This is not acceptable and does not assure a good product. There is a need and hunger for information on how to more effectively review returns, and this book is the response. Read the book, reread sections, use it as a reference source. Make your review process more effective. - from the Introduction

Author:
Publisher: Bloomsbury Publishing
ISBN: 1780436777
Category : Law
Languages : en
Pages : 829

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Book Description
This truly indispensable book from Nexia International condenses the KEY rates, reliefs and tax facts from 80 regimes into one essential guide.It's an accessible and user-friendly first point of reference for accountants, tax advisers, policy-makers, investors looking at opportunities overseas and anyone considering living or working abroad.Each chapter covers a single jurisdiction and includes information on: - Legal Forms - Corporate Tax - Personal Tax - Withholding Taxes - Indirect TaxesEach country-specific chapter is organised and presented in the same format and style. The chapters are organised alphabetically by country which ensures readers can quickly find the information they need on a specific country. Written by Nexia members based in the relevant tax regime, The International Tax Handbook provides a concise overview of taxation in these regimes: Argentina, Australia, Austria, Bahrain, Belgium, Bolivia, Brazil, British Virgin Islands, Bulgaria, Cameroon, Canada, Channel Islands - Guernsey, Channel Islands - Jersey, Chile, China, Colombia, Costa Rica, Cyprus, Czech Republic, Denmark, Dominican Republic, Egypt, Estonia, Finland, France, Germany, Ghana, Gibraltar, Greece, Guatemala, Hong Kong SAR, Hungary, India, Iran, Ireland, Isle of Man, Israel, Italy, Japan, Kenya, Korea, Lebanon, Liechtenstein, Luxembourg, Malaysia, Malta, Mauritius, Mexico, Morocco, Namibia, The Netherlands, New Zealand, Nigeria, Oman (Sultanate of Oman), Pakistan, Panama, Paraguay, Peru, Poland, Portugal, Qatar, Romania, Russia, Saudi Arabia, Singapore, Slovak Republic, South Africa, Spain, Sri Lanka, Sweden, Switzerland, Taiwan, Tanzania, Thailand, Tunisia, Turkey, Ukraine, United Arab Emirates, United Kingdom, United States, Uruguay, Vietnam.Previous edition ISBN: 9781780431277

Author: James W. Karling
Publisher: Wiley
ISBN: 9780471359272
Category : Business & Economics
Languages : en
Pages : 0

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Book Description
Only recently, the physician setting up his own practice was considered an anachronism. And doctors loosely affiliated with an independent practice association (IPA) fared no better. Lacking capital, financial management, and the mechanisms for adequate medical and information system management, many IPAs around the country were coping with financial instability. From the outset, IPAs seemed doomed to obsolescence by the organizational efficiencies and superior resources of third-party payors. Yet, in the early 1990s, IPAs underwent a remarkable turnaround?building infrastructure, investing in MIS systems, and accepting risk?transforming themselves into genuine competitors in healthcare quality and efficiency with HMOs. In fact, IPAs have become an increasingly common healthcare delivery model, offering distinct advantages over other payors to physicians interested in the administrative gains and security of a group practice, while still retaining their autonomy. Healthcare Financial Operations Manual for Independent Practice Associations is the first comprehensive guide to setting up an IPA, detailing the many operational, legal, and logistical complexities of managing a physician-owned organization. Since controlling the financial and tax aspects of an IPA is critical to its survival, the Manual addresses an entire range of financial accounting concerns, including accounting concepts and methods for an IPA, internal control procedures, insurance issues, tax issues, policy guidance, and profit-making issues. Specific topics addressed include: How to manage and report primary, specialty, and inpatient care How to credential IPA providers How to negotiate contracts for single specialty and multispecialty IPAs Antitrust laws and IPAs?with a case study of a Florida IPA Why IPAs fail The book also clearly outlines how to acquire and negotiate a managed care contract and, with the help of its disk, provides a host of checklists, forms, and five sample contracts (not included in the book) that allow the user to chart his or her progress and get quickly up to speed on the essential paperwork. The Manual also provides hands-on advice on setting up an efficient computer system for an IPA, reflecting the acknowledged role of a first-rate information system in an IPA?s success. Offering candid, real-world guidance on setting up and successfully administering an IPA, Healthcare Financial Operations Manual for Independent Practice Associations is the complete reference to making an IPA work?for both doctor and patient. JAMES W. KARLING, CPA, is founder and President of Karling & Associates, an eighteen-person CPA firm located in San Ramon, California, which specializes in providing consulting and accounting services to the healthcare and managed care industry. Prior to founding Karling & Associates in 1994, Jim was a partner for eighteen years with Ernst & Young and has also been National Director of Arthur Young & Company?s healthcare practice. He has been a frequent speaker at healthcare programs and seminars and has published a number of articles on healthcare financial issues. REED TINSLEY, CPA, is director of Horne CPA Group?s Physician Services Division. His entire practice is centered in the healthcare industry and he works closely with physicians, medical systems, and other delivery systems with managed care contracting issues. A leading speaker on a variety of healthcare topics, his seminars have been sponsored by the American Medical Association. He is cochair of the CPA section of the IPA Association of America and the author of Performing an Operational and Strategic Assessment of a Medical Practice and Valuation of a Medical Practice, also from Wiley. JOE D. HAVENS, CPA, is shareholder in charge of the Horne CPA Group?s Hattiesburg, Mississippi, office and a member of its board of directors. He heads a team of healthcare consultants to physicians, medical groups, IPAs, hospitals, and managed care organizations as they develop strategies for healthcare reform. Havens also recently completed a five-part video series on healthcare subjects sponsored by Westcott Communications that is being promoted nationally to CPAs, consultants, and healthcare professionals. He coauthored the IPA Association of America?s Financial Accounting Manual for IPAs. The IPA finally comes of age?in the first comprehensive guide to successfully managing one In only a few short years, independent practice associations (IPAs) have been able to transform themselves?shedding their image as a healthcare delivery system ranking a distant second to HMOs. Revitalized with a new infrastructure, improved medical management and information systems, and forms of risk assumption, the IPA is suddenly marketable. Expanded geographic coverage, lower overhead, and a wide range of specialties are only part of the reason. Its other advantages?practical and administrative?are detailed in the first comprehensive guide to setting one up and making it work: Healthcare Financial Operations Manual for Independent Practice Associations. Focusing largely on survival issues, the Manual addresses a host of key financial accounting concerns, including accounting concepts and methods for an IPA, internal control procedures, insurance issues, tax issues, policy guidance, and profit-making issues, including such specifics as: Management tools and reporting for primary, specialty, and inpatient care Credentialing IPA providers Risk pool accounting and auditing Also clearly outlined are tips on how to acquire and negotiate a managed care contract (for both single specialty and multispecialty IPAs) as well as hands-on advice on setting up an efficient, first-rate claims payment system. And the book?s disk provides a complete package of checklists, forms, and five sample contracts (not included in the book) essential to managing an IPA. The book also includes a summary "Physician and IPA Toolkit" appendix, offers cautionary advice on why IPAs fail, and describes the current status of antitrust laws and IPAs. Healthcare Financial Operations Manual for Independent Practice Associations is a complete primer to setting up what is now one of the most efficient and cost-effective healthcare delivery systems available, one that meets the bottom-line needs of both doctor and patient.

Author: B. J. Worth
Publisher:
ISBN: 9781934233160
Category :
Languages : en
Pages : 144

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Book Description
Thousands of pastors, church board members, and tax preparers depend on this book to chart their way through the special rules that apply to ministers' tax returns. Worth's step-by-step explanation focuses on tax issues that pertain to ministers instead of general tax matters. Recent court rulings and tax cases are cited, highlighting how the rules have changed since last year. Learn how to establish the most economical salary package for the minister. Discover what sources of income are taxable and what sources are non-taxable. Make the most of tax deductions for parsonage allowance, travel, meals, and other professional expenses. Worth's Income Tax Guide for Ministers puts the essential information at your fingertips.