5 Disastrous Mistakes Tax Professionals Make
GruntWorx recently surveyed 365 tax professionals to see what they believed were the biggest mistakes in five important areas: customer service, workflow, security, planning, and marketing. Respondents were from more than 40 states, held a number of professional designations related to tax preparation -CPAs, EAs, CFPs, and attorneys -and worked in urban, suburban, and rural markets.
The first five questions gathered demographic data from respondents, the following five asked respondents to rank the available choices in each category, and the final question was a write-in response. While the top choices were mostly uniform across professional designations, there are instances where, for example, CFPs responded differently from CPAs.