Define It, Then Solve It
“Whoever best describes the problem, is the one most likely to solve it.”
Dan Roam, author of The Back of The Napkin

“Whoever best describes the problem, is the one most likely to solve it.”
Dan Roam, author of The Back of The Napkin

As you gather your documents to deliver to us for tax season (digitally, right?), please know that non-prescription medicine no longer qualifies as an expense for health plan reimbusements or withdrawals from your HSA. Tax changes. Good times for all.
“Improve seems to be getting better at what you already do, whereas transform means getting good at something you’ve not been doing. That’s a bigger jump.”

We are ready for you! Tax Season 2012 is upon us and from now until April 17th, we are in for a crazy ride. Did you tell us which tax package you want to go with yet? Are you armed and ready with your secure online portal so that you can upload your documents to us digitally?
Here are a few things you need to know for this tax season (and a heads up about where we are headed for NEXT tax season too).
1. No more paper. Really. We don’t need it. We would love to help you set up your portal so that you can upload your tax documents for us this year. However, if you need to bring us paper, we’ll scan it in to our files and send it back home with you. Don’t worry! We have coffee, sodas, and snacks for you while you wait. And wifi too. See?
When your return is complete, you can view it and print it from your portal. You can even sign the efile forms digitally. We’ll walk you through the process. It’s not scary. Promise.
Heads up for next year…we probably won’t have an office to bring paper to at all! Need help learning how to use a scanner? We’ll help with that so that next year you can just upload your docs from home. No worries! And NO PAPER!
2. New hours. Yes, we work pretty much non-stop during tax season, but we will not be open for business 24/7. If you need to stop by, you can drop in between 9am and 5pm on Monday through Thursday. We’re going to use Fridays to work our tails off finishing your taxes. (Saturdays too most likely) You may hear from us via email or the phone, but we aren’t open on Fridays.
Heads up for after tax season and beyond: After April 17th, we are going to appointment only meetings. Most of us work from home so if you drop by, you might not even get to see us anyway! Which brings us to the next heads up…we really are closing the office by the end of the year. Not closing the firm, just the office.
We love to serve you. Let us know if you have questions. Shoot us an email if you want to talk to us about providing you with a scanner and some training so that you can interact with us digitally!
They don’t delegate the small stuff.
You may say, “I love doing what I started this business to do.” If you are a designer, you love to design. If you own a landscaping company, you love landscaping. If you are a CPA, you love accounting. That’s great! But as your business grows, you will be required to let go of the details or they will consume you. You can’t do it all. You’ll have to give up some of the designing or landscaping to sell, keep up with your books, etc. I rarely do taxes anymore. I don’t manage my own calendar either. And I am in the process of even handing over my email. We think no one can ever do what we do as well as we do, but we are wrong. Let people help you, or let go of growing your company.
Tell us what you hate about running your business. Maybe we can solve that pain point for you so you can get back to doing the tasks you love.