Scott Cytron

What is Your #1 Piece of Advice to Clients in 2019?

January 2, 2019 / Scott Cytron

The new year brings with it new challenges and opportunities, especially considering the impact the Tax Cuts and Jobs Act has on tax year 2018. We asked several Intuit® ProConnect™ Tax Pro Center authors for feedback on their advice to...

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Tax Firm Niches You May Have Overlooked

October 5, 2018 September 20, 2018 / Scott Cytron

Niches are an important part of any thriving tax and accounting firm. Not only does a niche set you and your firm apart from its competition; it also is good for client recruitment and retention because you can position yourself...

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Client Relationships

5 Ways to Ask Your Clients for Feedback

May 17, 2018 May 23, 2018 / Scott Cytron

More than two decades ago when I headed up member communications for the Texas Society of CPAs, I managed the “Client Perception Survey,” a program members could purchase to find out how their clients felt about their firm’s services. We...

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Practice Management

Tax Season App Roundup: What Worked This Season?

April 12, 2018 May 3, 2018 / Scott Cytron

With more than 500 apps in the QuickBooks® App Store and thousands of others for PCs, Macs, and iPhone and Android devices, tax and accounting professionals have numerous ways to enhance their services to their clients. We asked several of...

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Practice Management

My Favorite Technology I Used for Tax Season

April 11, 2018 May 2, 2018 / Scott Cytron

What kinds of technology did you use for tax season other than Intuit® ProConnect™ Tax Online, Lacerte®, ProSeries® or another tax program? Better yet, how did these technologies make your practice more efficient? We decided to chat with several tax...

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Client Relationships

#GetToKnowYourCustomersDay: Oct. 19, 2017

October 18, 2017 / Scott Cytron

Although it seems every day is a holiday of some kind – National Ice Cream Day, Respect Your Mother-in-Law Day and Be Kind to Your Pet Rock Day – there is one applicable to tax professionals that occurs the third...

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Grow your practice, Practice Management

Proven Strategies to Grow Your Tax Practice

October 3, 2017 December 7, 2018 / Scott Cytron

If you ask a roomful of tax accountants what they do to grow their practices, you’ll probably get more answers than you can implement on any sort of timely basis. However, the key to most any practitioner’s recruitment and retention...

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Client Relationships

Tips and Tricks for Advising E-Commerce Clients

September 18, 2017 / Scott Cytron

Chances are good that you have clients who sell products and services over the internet. While tax planning and preparation are not necessarily different than the same services you offer for brick-and-mortar clients, you could go a step further to...

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Practice Management

Tips for Tax Pros Working Virtually

September 15, 2017 December 11, 2017 / Scott Cytron

Whether you’re on vacation, at a firm retreat or simply away from the office, all of us connect while we’re gone to our work, family and friends. Nowadays, it’s not a matter of if you’re going to connect, but rather...

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Grow your practice, Practice Management

Sales Skills for Tax Pros

July 25, 2017 October 19, 2017 / Scott Cytron

It doesn’t matter if you’re in a firm or working for a department or function inside a company; at some time or another, you’ll have to sell something. However, I’ve discovered that the conundrum for most tax pros and accountants is...

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