Many tax accounting firms were busy in 2020 despite the challenges of the pandemic, but not all of them experienced record-breaking positive growth. By staying on top of new technology and offering online tax services with the best tax software, preparers spend more time with clients, and taxpayers have a more streamlined, stress-free filing season. 

A virtual tax preparation service can be a better experience for both clients and tax professionals.

On today’s episode of the Taxgirl podcast, Kelly is joined by Donald Nelson, EA, Senior Partner and Tax Advisor at DBN Tax. After getting his accounting degree, Donald cut his teeth in the private sector by facilitating busy filing seasons at the family practice his parents started together. After a few years as an auditor for the IRS, he took over his parents’ family practice firm and has grown it into DBN Tax: a thriving tax accounting firm with three partners, three locations, and clients all over the country. The firm grew by 35% in 2020 during the pandemic by taking advantage of what he terms “a digital revolution,” He now strongly believes every tax professional should be running online tax services and utilizing the best tax software.

Listen to Kelly and Donald talk about facilitating online tax services:

  • How to generate growth for the firm when business is hectic
  • Adapting to changing technology with enthusiasm and grace
  • Does spending more to make more apply to tax accountants?
  • How to decide whether to invest in tax projection software
  • Choosing the best tax software for your firm’s process
  • Are clients bothered by increasingly automated business processes? 
  • Why embracing technology during the pandemic helped grow a virtual tax practice
  • How increased filing automation gives you more personal time with clients
  • Is having a brick-and-mortar office still necessary while running online tax services?
  • How to account for situations that won’t accept an e-file 
  • What if technology changes and documents in the cloud can’t be read? 
  • The first steps to start a more virtual tax practice

More about Kelly:

Kelly Phillips Erb created and hosts the Taxgirl podcast, your home for tax news, tax info, and tax policy. In each episode, she shares conversations about taxes, money, and the choices we make. Kelly is a tax attorney who works with taxpayers and tax practitioners like you every day. She helps folks out of tax jams, and hopefully, keeps others from getting into them.

You can find out more about Kelly here and you can follow her on Twitter, Facebook, Instagram, and Linkedin.

To subscribe to the podcast (it’s free!) using Apple, Spotify, or your favorite listening app, click here.

Kelly’s Website: Taxgirl
Donald’s Firm: Website
Pace Setter Tax: Website

Print Friendly, PDF & Email

Write A Comment

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Skip to content