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Personal Tax for Clients III - Personal Tax Practice Blueprint
Introduction & Administration
Introduction to the course and overview of the course curriculum and teaching approach (6:23)
Administration and housekeeping - Certificates - Refund Policy - Contacting Us (6:25)
COURSE MATERIAL TO DOWNLOAD - Tips on using the course notes and materials
MODULE 1 - BUILD A BUSINESS, NOT A JOB
Which of these two practices would you prefer to buy? The self-employed vs business owner (6:07)
Overview of this series and overcoming the challenges of running a tax practice (6:06)
How do you go from being a self-employed practitioner to a tax practice entrepreneur (4:29)
What does a McDonald-s restaurant have to do with your practice? (5:37)
A working model of your dream - The benefits of building a franchise prototype (8:31)
MODULE 2 - TRAINING STAFF THE PROPER WAY
The traditional way of training new staff members and why it doesn't work (4:29)
An effective way of efficiently training your staff in the least amount of time (4:07)
Consider client or filing specific training to make this system even more useful and build value in your firm (4:08)
How to develop the staff training and the software and equipment you will need (5:09)
MODULE 3 - PRE-TAX SEASON COMMUNICATION WITH CLIENTS
Pre-tax Season communication with clients - Letter and checklist (4:22)
Sending clients a letter with detailed instructions for the upcoming tax season (5:22)
What are the objectives of a tax checklist - The approach you should take (6:09)
Sample client letter to send at the beginning of tax season (10:08)
Sample checklist template that you can incorporate and make your own (14:19)
Adding appendices to your checklist to aid your client in reporting dollar values (5:40)
Consider adding RRSP contribution planning as a separate service (5:07)
MODULE 4 - CLIENT PERSONAL TAX FOLDERS - FILING SYSTEM
Give some careful consideration to the digital vs physical file management format (8:06)
Client Personal Tax Folders - Best Practice ideas for personal filing system (3:01)
How the system works and the benefits of keeping your tax clients folders this way (4:36)
Why this system works and how it makes your life easier (7:38)
Some other ideas to make the system even more useful in practice management (4:16)
Electronic documents and filing system for historical documents and returns (6:03)
Simple example of what I put into my tax folders as discussed in this module (6:44)
MODULE 5- PERSONAL TAX SEASON SURVIVAL GUIDE
Tip 1 - Letter and checklist to clients with instructions (10:18)
Tip 2 - Don't wait and let things pile up (6:19)
Tip 3 - Sorry closed for business (8:25)
Tip 4 - Don't pick up that phone or answer that email (6:51)
Tip 5 - Break it down into manageable chunks (7:10)
Tip 6 - Give to May & June what belongs to June (4:54)
Tip 7 - You can come and see me - maybe (6:48)
Tip 8 - All returns are not created equal (7:00)
M6- PRICING YOUR PERSONAL TAX PREPARATION SERVICES
Difference pricing methods and what I recommend (9:10)
Pricing your services and warnings on what not to do (9:14)
Fixed fee pricing plus additional work (9:39)
How to determine your base price (11:59)
COURSE CONCLUSION
Conclusion - Next steps in your journay and testimonials/feedback (4:39)
Adding appendices to your checklist to aid your client in reporting dollar values
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