Posted on: December 25, 2020 Uncategorized


I want to wish you a very happy holiday season.

Wow, can you believe this … it’s almost time to wrap up and say “goodbye” to 2020, and start planning for the New Year and the BUSY tax season that lies just weeks ahead of us. I hope you had a great 2020.

Mine was: my practice hit new peaks in most of the areas that I have outlined below and the number of inquiries from prospective clients coming through the doors has never been so plentiful … did I hear recession? What recession? 

Times are good, really good, for those practitioners ready to avail the opportunities that await us. 

There are several reasons why these are particularly very good times, some are: 


There has never been so much uncertainty with where tax rates are going, uncertainty whether and when the Bush tax cuts will get extended and how these will impact taxpayers in relation to their finances and the taxes they pay.


Keep in mind, you don’t have to necessarily become an “expert” marketer … 

I remember this quote I came across a while back by Erasmus (of Rotterdam). It goes “In the land of the blind, the one eyed man is king.”

What you know from reading this newsletter and being part of the Superstar program is MUCH more than what most practitioners will ever know.

Therefore, you have a distinct advantage over them.


There is a ton of information out there and not enough time in the day.

The business owner NEEDS someone that can help them decipher this information and relate it for their specific situation.



You can, within a short amount of time, assemble a strong team of people to be on your “bus”.


To reap the rewards in 2021, you will want to set and write down your goals. Here is a list that can help you get started so you can have one of the best years ever:


New Client Generation

  • How many new clients would you like (personal, business, consulting, financial planning, etc.) to attract to your practice this year?
  • What is your marketing budget for this year? (After you know how many clients you want, work backwards to make sure you have allotted a realistic marketing budget to bring in these clients.)

Client Retention

  • How do your clients rate you? (1 being poor, 10 being excellent)
  • What can you do to improve your rating, to move towards becoming a world class service provider?

Total Client Value

  • When was the last time you raised your fees? 
  • For the value that you provide to the client with your services, do you see possibilities to raise your fees? If so, what is your game plan to increase your fees this coming year?
  • What other services can you or should you offer that would complement your current service offering?

Fun Plan (vacations, number of hours you work)

  • How many hours would you like to work during tax season? After tax season?
  • What type of work or projects have you yourself previously been engaged in that you will now delegate to your staff or outsource it out?

New Staff Hire and Development and Systems Development 

  • What are your staff hiring needs?
  • How and when will you communicate to your staff about your “no tolerance for sub-par quality work”? (i.e. you want it done right the first time around.)
  • What systems will you document this year so the work is done efficiently, with the least interruptions to you, and that will enable your office to operate like a finely-tuned engine?

Personal Development 

  • How much will you spend on the MOST valuable person in your practice … YOU? 


Every year, I invest $20-$35k on my own education, some years even more. This has included attending live events, study courses, coaching, etc. If you were to corner me and ask me what my “edge” has been over my competitors, it’s been and continues to be my willingness to “spend” money on ME … to constantly learn and become more valuable … the ROI comes back many-fold.

I’d like to take the opportunity to wish you all a safe and happy holiday season. I look forward to the coming tax season and am sure that together we can work towards achieving an exceptional 2021!

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