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CPE credits are offered.

Monday, November 3, 2014

2:45 p.m. - 3:35 p.m.
Track: Tax View Track

21 KEY THINGS TO DO BEFORE TAX SEASON (T)

Chris Frederiksen, CPA CEO, 2020 GROUP USA

Tax is the bedrock of the accounting profession, and for small and midsized firms, it is usually the most lucrative. This session will first focus on the steps that practitioners should take now to ensure a more profitable tax season, including client selection, technology, processing systems, client agreements, payment systems and staffing. The second focus will be on marketing tax services through electronic direct mail, social media, client communications and making clients into raving fans.  You’ll also learn how to make tax time more fun.

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