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Alpha-Mail 
The Tax Professional's Guide to Georgia Tax Credits, Courtesy of Alpharesults
Vol. III No. 10 October 2009
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Hello!
Welcome to Alpha-Mail, the monthly newsletter about Georgia tax credits for Georgia tax
professionals.
This month, we continue our discussion of how you can help your clients develop a Process Attitude to improve their operations, survive in today's economy, and get tax credits. We hope you can use this information to strengthen your client relationships! Thank you for reading Alpha-Mail -- please click reply to tell us what you think. All the best,
Dale Stapler Jim Tinsley
Alpharesults, LLC
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Give Your Clients a Process Attitude -- Part II
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If you remember, in Part I we talked about fish. Not exactly! We talked about teaching clients how to fish, sort of, by helping them utilize tools to generate process improvement ideas for themselves. We call this giving your clients a "Process Attitude."
Designed for the people who get the work done, usually first-level supervisors and their reports, a Process Attitude = simplified process thinking that leads to improvements and breakthroughs. In today's economy, a Process Attitude can lead to SURVIVAL by harnessing the under-utilized brainpower of employees!
Why should you, the CPA, introduce a Process Attitude to clients? In addition to helping clients identify tax credits, it is a great opportunity to increase your role as a trusted business advisor. The Process Attitude methodology can make your job easier and increase your effectiveness in providing advisory services. And the tax credits could potentially fund a large part of the effort!
Let's review the Process Attitude steps:
- Start with business changes already planned or required
- Analyze impacts upstream, downstream, and cross-stream
- Refine/expand planned changes
- Train and implement
- Evaluate
- Standardize and search for new opportunities
This month we want to talk about Step 1. Simply put, you identify the main business processes and map the planned business changes to the processes.
Get started by looking at the client's main departments such as Accounting,
Operations, Purchasing, and Information Technology. Then talk to the client about what's up with the business! Are they planning to buy new software or equipment? Did they lose, or are they adding, any significant customers or suppliers? New product lines? New materials? New skills needed? Any new government regulations? You get the idea!
What should result is a list of business or process changes. With that, we can move on to Steps 2 and 3 next time!
We'll cover all of the Process Attitude steps over the next three to four months. When we're through, you will have a new methodology for maximizing the impact of most, if not all, new technology and process changes. Using the Process Attitude with your clients will help forge an even better partnership between you, and could also help them get retraining or other tax credits!
Next time -- Give Your Clients a Process Attitude -- Part III.
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Quick Update
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Because several tax credits can be used against Georgia payroll withholding taxes, we recently attended one of the Georgia DOR's Withholding Tax training sessions. Withholding Tax will move to the new Georgia Tax Center (GTC) system in December of this year. The session covered the new regulations, GTC system log in, navigation, and use, and included examples of how to enter and submit a withholding return and how to submit payments. Training videos will soon be available on the www.gataxinfo.org website.
How to get to a real person?
Contact Monique Millenber, monique.millenber@dor.ga.gov, 404-417-2443; also, Rebecca Stensland, rebecca.stensland@dor.ga.gov, 404-417-6450.
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Still Waiting on RTC
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Despite rumors to the contrary, the Retraining Tax Credit program has not been cancelled! BUT, as we have mentioned in this newsletter several times before, we are still waiting on the Technical College System of Georgia to issue new guidelines based on the 2009 legislative changes. They have been promised "any day now" for the past five months!
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Upcoming Alpharesults Events
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Nov. 15-17, GSCPA Firm Practice Management Conference, Reynolds Plantation (exhibitor)
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About Us
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Alpharesults has assembled a team with the specialized knowledge and approach required to obtain Georgia income tax credits. We are not a public accounting firm. Rather, our services complement those of public accounting firms and do not create conflicted loyalties, because our professionals do not perform attestation work or other external audit functions.
We focus on small to medium-sized businesses and work exclusively in Georgia with a wide variety of in-state and out-of-state accounting firms. For more information on our services, follow this link.
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