Category: Get More Tax Clients

No, not that kind of streaker. You know, the kind someone (hopefully not you) did in college on a dare. The kind that can be an even more exciting concept that can transform your life. It is called Postive Behavioral Streaks (PBS). Imagine if every time you completed a task, you got a gold star, just like in kindergarten. Sounds fun, right? Well, that’s the essence of PBS, a simple yet powerful tool to grow mentally, physically, and spiritually. I found that being a concrete, sequential tax professional (aka a little OCD), streaks help me accomplish more in a short period of time.

Understanding PBS: The Gold Star System for Grown-Ups

Positive Behavioral Streaks work on a simple principle: consistency is key. It’s about creating a chain of positive actions and keeping it going. Each day you complete a task, you get a virtual (or real, if you’re into crafts) gold star. The aim? Don’t break the chain. It’s like playing a game where the prize is a better you! Here are some things you can create a streak for as a tax professional that will help you either personally, in your business or both.

Mentally: Turn Your Brain into a Knowledge Sponge

Let’s start with mental growth. Ever wanted to be that person who knows a little about everything? PBS makes it possible.

1. Book Worming: Set a goal to read, say, 10 pages a day. Each day you do, give yourself a star. Soon, you’ll have devoured books on topics from astrophysics to zen gardening.
2. Writing Buff: If writing is your thing, commit to writing a daily blog post or email. It could be about anything: your cat’s philosophical musings, new tax tips for your clients or how to stay out of trouble with the IRS. Star it up!
3. Podcast Power Hour: Listen to a podcast episode each day. From marketing tips, new tax ideas, to running a business, there’s a podcast for everything. You might not learn a lot, but you might learn one new nugget of information, look at some concept from a different angle that will help you explain things better to clients or just might inspire some great idea.

Physically: From Couch Potato to Fitness Fries

Now, let’s get physical, and no, I don’t mean an Olivia Newton-John workout tape.

1. 10-Minute Movement: Commit to 10 minutes of exercise daily. It could be yoga, a brisk walk,

The IRS is planning on going paperless, as best as they can, starting in 2024. What does that mean for tax professionals? Well, it means a few things. First, the IRS will be able to do more with less. This allows them to shift employees to other tasks, such as manning more phone lines. Or even better, manning a digital account access point. You will able to access more through your Tax Pro Online account and you will be able to see and do more through your electronic access without involving a human being.

Below is a list of what the future will look like at the IRS and you can see, guess or infer what that will me for you as a tax professional in the areas of tax preparation, tax resolution representation and IRS exam representation.

Filing season 2024: Taxpayers will be able to go paperless

• Taxpayers will be able to digitally submit all correspondence, non-tax forms, and responses to notices; as a result, the IRS estimates more than 94% of individual taxpayers will no longer ever need to send mail to the IRS. Taxpayers use non-tax forms to request or submit information on a range of topics, including identity theft and proof that they are eligible for key credits and deductions to help low-income households. Achieving this milestone will enable up to 125 million paper documents to be submitted digitally per year. Taxpayers who want to submit paper returns and correspondence can continue to do so.
• Taxpayers will be able to e-file 20 additional tax forms. Achieving this milestone will enable up to 4 million additional tax documents to be filed digitally every year. This includes amendments to Forms 940, 941, 941-SS and 941 (PR), which are some of the most common forms taxpayers file when amending returns.
• At least 20 of the most used non-tax forms will be available in digital, mobile friendly formats that make them easy for taxpayers to complete and submit. These forms will include a Request for Taxpayer Advocate Service Assistance, making it easier for taxpayers to get the help they need.

Filing season 2025: IRS achieves paperless processing for tax returns

• By filing season 2025, an additional 150 of the most used non-tax forms will be available in digital, mobile friendly formats. An estimated 15 percent of Americans rely solely on mobile phones for their Internet access—they do not have broadband at home—and making forms available