Expanding Horizons With Diverse Tax Software Skills
Tax professionals running their own practices already know the law inside and out. You understand deductions, credits, and complex returns. But...
Tips For Managing Client Concerns About Tax Data Leaks
The recent IRS data leaks sent shockwaves through the tax world. Over 70,000 taxpayers had their sensitive information exposed by a rogue...
13 Factors Increasing Your Client’s Likelihood of an IRS Audit
Nobody enjoys hearing the word audit, but every accountant should keep it in mind. While most returns fly under the radar, certain red flags can...
13 Successful Data Migration Tips for Professional Tax Software
Are you planning to switch tax software and worried about losing important data during the migration? We get it. Data migration requires careful...
9 Steps to Seamless Tax Software Implementation
Are you worried about how implementing new business tax software might disrupt your busy season? Concerned about the learning curve and whether you...
Tax Software Pricing Models: Pay-Per-Return Made Simple
Tax software pricing can be complex, especially with so many options out there. Pay-per-return is one model that might catch your eye. But what does...
Best Practices for E-Filing Your Clients’ Tax Returns
E-filing has made submitting tax returns faster and more efficient. But with those benefits come strict IRS regulations that your clients can’t...
9 Ways Tax Preparers Can Support Small Businesses in Tax Season Readiness
Small businesses often face challenges when tax season comes around. Complex rules, tight deadlines, and endless paperwork often overwhelm them. As...
The Best Ways to Deal with Unhappy or Challenging Tax Clients
Unhappy tax clients are a reality every tax preparer faces (even the best ones). When things go south with customer service or details get missed,...
Seize the Opportunity: How to Launch a Home Tax Prep Business
Are you looking for control over your schedule? Or do you want to use your math skills and attention to detail on your own terms? Starting a...
Professional Tax Software & Service
For Growing Your Tax Preparation Business
Recent Posts
Expanding Horizons With Diverse Tax Software Skills
Tax professionals running their own practices already know the law inside and out. You understand deductions, credits, and complex returns. But there's an untapped way to grow your business—by adding new tax software skills to your toolkit. Think about it: expanding...
Tips For Managing Client Concerns About Tax Data Leaks
The recent IRS data leaks sent shockwaves through the tax world. Over 70,000 taxpayers had their sensitive information exposed by a rogue contractor. The incident left many feeling vulnerable and anxious about their financial privacy. Clients have been flooding tax...
13 Factors Increasing Your Client’s Likelihood of an IRS Audit
Nobody enjoys hearing the word audit, but every accountant should keep it in mind. While most returns fly under the radar, certain red flags can make the IRS take a closer look. Let's walk through some common audit triggers, from high income to large deductions....
13 Successful Data Migration Tips for Professional Tax Software
Are you planning to switch tax software and worried about losing important data during the migration? We get it. Data migration requires careful planning and execution. One misstep, and you risk losing essential client data. The good news is there are ways to ensure a...
9 Steps to Seamless Tax Software Implementation
Are you worried about how implementing new business tax software might disrupt your busy season? Concerned about the learning curve and whether you will adapt quickly? Or maybe you're unsure about the timing—when’s the best moment to make the switch? Don’t...