The Preliminary Survey Results Update

We at Universal would like to thank those who responded to the survey we’ve conducted these past couple of weeks. We are continually gauging and taking measurements on how we can best answer the challenges that all of us face in the Tax Preparation business. We appreciate your time and the interesting insights that were shared. And we would like to share some of the results we received from others like you.

The following, which are not in any particular order, are some of the feedback we received from you.

1. Branching Out To New Horizons.
One of the trends we saw with the responses we received is that a greater portion of you have a full time job, i.e. employed by another company in the capacity of the financial person in the company (Comptroller, Accounts Receivable/Payable, Accountant etc.). That the majority were looking to gather the best information, gain the proper skills and the know-how to branch out to new horizons. Even for those who had and ran their own Tax Preparation business, the factor of going to the next level with revenue, accounts and customers was a call we heard in the responses. We will remain at-the-ready on this to help those who want to get that promotion at work, or change companies, or start their own Paid Tax Prep business. Even those who have that type of business, and just want to grow it, we are there for you.

2. An “Ear” To The Tax Changes.
Many who responded thanked us for keeping up on the changes on a national level of what’s happening in regards to new laws and requirements of the federal government on the Tax Preparation profession. It’s our pleasure to be of service to you in these essential matters. Like you, we are affected by these changes and would like to receive up-to-date information as well. That is why we “keep our ear to the rail” and monitor what is coming out of Washington and the IRS. We know this type of information is invaluable to those in our profession and so we will continue to commit our time and resources to make those changes known to you.

3. Business Management Tactics
For those who have their own business, and for those who are running their own departments in someone else’s business the topic of managing your time, and your processes of doing things are on your mind. We have some insight on business management, and how to be successful in the daily grind of work and how to keep yourself organized and on task. We have written many articles on this subject, and it is clear we need to keep this in the forefront for our valued readers. Be looking for more of these type of articles in the Tax Tips Newsletter.

4. Marketing Is The Word.
Many of us may not be known as the marketing genius for our own business. In fact, for most business owners in and out of Tax Preparation that is the case. They do well in the Production portion of things (doing the work of the company) but how to bring in the business… now that is a different matter. We at Universal have been in your shoes before. We have put them on, walked around in them, “hooved” ourselves into business after business. and potential customer after potential customer. We have years of experience fueling our Marketing-for-Business efforts. Time-tested, proven ways to get that needed business coming in your door, or better yet you going in theirs. We will keep you primed with what works, get you into the mode of thinking, “Success”, and then be your cheer section as you apply these strategies to build your business.

Stay tuned for articles designed to answer your challenges and what you need answered! We continue to listen to what you have to say and strive to provide timely information to you. Keep an eye out for the next Tax Tips Newsletters that will have the subjects that you requested. If you haven’t had the chance to delve deeper into getting the Professional Tax Preparation Designation, don’t procrastinate and do it today. No matter if you are an employee or employer, the training you receive will move you to the next level in your career. Find out more by clicking here