January 12, 2024

How Much Tax Preparers Charge

1 hour 23 minutes

Blake throws his hat into the ring for President and CEO of NASBA! Hear how he intends to shake things up should he be chosen! Next, Blake and David unpack a survey on the surprisingly low tax-preparer fees across the country, discuss the headaches still posed by interstate CPA licensing, and consider some solutions like modeling CPA reciprocity rules! Grab some snacks and enjoy!

Sponsors
LiveFlow - http://accountingpodcast.promo/liveflow
Uncat - http://accountingpodcast.promo/uncat
Bookkeep - http://accountingpodcast.promo/bookkeep

Chapters

(00:00) - How Much Tax Preparers Charge

(01:24) - Blake applied to be the new NASBA President and CEO

(09:02) - David's customer experience at a Publix's grocery store

(11:12) - National Association of Tax Professionals 2023 survey results

(18:00) - What type of returns are they doing?

(23:23) - How do tax preparers operate?

(24:39) - How do tax preparers price?

(27:45) - Now lets talk about business tax returns

(32:09) - When do tax preparers get paid?

(51:04) - What work went unbilled?

(55:05) - Type of services offered

(55:34) - Average wages for tax employees

(56:15) - Blake checks in with the live stream

(59:21) - Daryl asks for career advice

(01:05:03) - New TurboTax ad doesn't shy away from "free" claim

(01:06:17) - Listener email on reciprocity

(01:18:45) - Wrap up and where to reach us

Show Notes

Intuit TurboTax's 2024 "Make Your Moves Count" Campaign Highlights Its Tax Experts, AI Technology and Filing Solutions Ensuring the Best Tax Outcome for All Types of Filers

TurboTax Free Edition 2024 Commercial "Free Connoisseur" (Official TV Ad :30)

NATP 2023 Tax Professional Fee Study

Need CPE?

Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com
Subscribe to the Earmark Podcast: https://podcast.earmarkcpe.com

Get in Touch

Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.

Sponsorships

Are you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.

Need Accounting Conference Info?

Check out our new website - accountingconferences.com

Limited edition shirts, stickers, and other necessities

TeePublic Store: http://cloudacctpod.link/merch

Subscribe

Apple Podcasts: http://cloudacctpod.link/ApplePodcasts
YouTube: https://www.youtube.com/@TheAccountingPodcast
Spotify: http://cloudacctpod.link/Spotify
Podchaser: http://cloudacctpod.link/podchaser
Stitcher: http://cloudacctpod.link/Stitcher
Overcast: http://cloudacctpod.link/Overcast

Classifieds
Royalwise - https://royalwise.com/partner
Forwardly - https://www.forwardly.com/
LiveFlow Event - https://www.liveflow.io/events/greg-kyte-event
REFRAME WORKSHOP - https://www.reframe2024.com/

Classifieds

Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd

Transcripts

The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

...more

View all episodes

By Blake Oliver & David Leary

4.4

333333 ratings