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October 4, 2023

Neighbors With Tax Software are Poaching Clients From Professional Tax Preparers

At least according to comments on this CPA Trendlines survey:

Ray Nations, a leadership figure in the Virginia Society of Enrolled Agents, is also looking at some setbacks this year, and pricing pressures aren’t helping. “Clients are either using on-line software themselves or are going to their friends, or coworkers or neighbors who have an online software program, and they claim to be an expert.’”

"It's cool, bro, I've used TurboTax three years in a row, you can trust me."

You may find other juicy nuggets in that post, with tax practitioners complaining about everything from a stagnant economy to depressing profits. Is the 2014 filing season really one of the worst on recent record?

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