April 20, 2015

Strategies for the start of tax season 2016

Last week we spoke about ending your Tax Season strong. This week I want to talk about how some of us weren’t able to reach our goals this tax season and how we messed up. Don’t beat yourself up, we all mess up. We all could have done things better. We all could have grown by more and done more returns and made more money. That is not to say it wasn’t a great season. Those who succeeded should be extremely proud of themselves, of their staff and of their accomplishments. Those who did not execute at a high level should reflect. In a year that we first had to deal with the tax ramifications of Obamacare, many preparers grew in spite of the IRS’s inability to even answer the phone more than 50% of the time and in spite of the many other challenges we all have had throughout this past season.

Today is a day to realize what went right, what went wrong and what we could have done better or differently. Planning for next tax season starts today. Complacency kills businesses dead. I’m not saying to not take a break or to not enjoy yourself a little over the offseason but DO NOT wait until December to start planning for next year. Use the next week to detail your plan for next season while things are fresh in your heads. Get feedback from your staff on the season as well as their input on what can be done better. Every tax season is a learning experience and we must not let that go to waste. Even if things did not go as you expected them to, take some positive out of it. We must learn from our mistakes. That is one of the easiest ways to improve. Nobody is perfect. If you want success, go out and get it; whatever it takes. No one can stop us but ourselves.

Today is also the first day of the rest of your business year for 2015. Are you heading to the Bahamas? Or do you still have revenue goals to hit? There is still plenty of business out there. Go back through your holds and walk outs; many clients actually refuse to file before the 15th as they have some type of mental block on being on time. What is next for you this offseason? Don’t take off! Are you starting your path towards acquiring other practices? Are you beefing up your training and employee retention programs? Doing community events to keep awareness and build your brand? Fixing up your office(s)? Are you investing in yourself and taking professional development training? Whichever course you’re taking, take it. Go at it with 100%, just as if tax season was still in full swing — you’re just doing something different.

That’s really the extent of my advice today. Keep pushing hard, regardless of what you’re doing. For me, I’m launching our innovative franchise Happy Tax and getting some great momentum in doing so.

I’ll be doing an industry webinar this coming Thursday and would love you to join us. I would also like to extend an invitation to you, to email me to discuss your results and your plans. I am here to help. Have you made all the money you need or want to make for 2015? If not, do you have a written plan in place for hitting those 2015 revenue goals?

Remember, in business, there are winners and losers. Your actions, your thoughts and your execution will determine which you are and to what extent. I believe that you can do it. I did it. Together we can make progress. I can envision that day. Until then, there is still lots of work to do. Hopefully you enjoy your work as much as I do. We are creating success stories and I am glad to be able to share mine with you. If your foundation is in place, now it’s time to start building vertically and strive to reach your goals. If it is not, now is the time to take massive action. I hope you had an amazing season and thank you for reading.

For more information on Happy Tax
Goto GetHappyTax.com
or email me at
Happy Tax. – Smile, It’s Time to File.

Happy Tax

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