What Tax Service Bureaus Really Do (And What They Don’t)
The term "service bureau" comes up often in tax prep circles, but most preparers only have a partial picture of what they actually provide. Many...
How to Help Clients with Tax-Exempt Status Applications
Tax preparers don't always specialize in nonprofit work, but many will eventually encounter clients who need help applying for tax-exempt status....
Do You Know the Rules? A Tax Pro’s Guide to Circular 230
Circular 230 sets the rules for how tax professionals conduct themselves when dealing with the IRS. If you prepare returns for clients, it should be...
Transition from Desktop to Cloud-Based Tax Software Without Disrupting Your Workflow
Switching from desktop to cloud-based tax software feels like a bigger deal than it usually turns out to be. Your staff is used to doing things a...
PPR vs. Unlimited Filing: When Does Your Tax Business Need Each?
Choosing between pay-per-return (PPR) and unlimited filing comes down to how your tax business operates today and where you expect it to go. Your...
Why Accounting Firms Benefit from Offering In-House Tax Prep Services
Accounting firms that offer in-house tax preparation become a single point of contact for the client's full financial picture. When one team handles...
Tired of Your Current Tax Software? Here’s Why You Should Replace It
Your workflow needs software that keeps up with the demands of tax season. Slow, rigid, or hard-to-navigate systems make returns take longer and...
Why Businesses Should Integrate Accounting and Tax Software
Your accounting and tax workflows sitting in separate systems might not seem like a big deal at first. But once you factor in the time spent...
Why Every Tax Preparer Needs a Written Information Security Plan (WISP)
Imagine a staff member clicks a link in what looks like a legitimate email and unknowingly hands over login credentials. This is extremely common...
What to Know Before Offering Bank Products to Your Tax Clients
Bank products are a legitimate way to add value for your clients and bring more flexibility into your practice. However, they come with obligations...
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Recent Posts
What Tax Service Bureaus Really Do (And What They Don’t)
The term "service bureau" comes up often in tax prep circles, but most preparers only have a partial picture of what they actually provide. Many offices end up locked into contracts with split-fee markups and per-return charges for administrative features they never...
How to Help Clients with Tax-Exempt Status Applications
Tax preparers don't always specialize in nonprofit work, but many will eventually encounter clients who need help applying for tax-exempt status. The process is detailed, the documentation is specific, and the IRS takes its time with reviews. Knowing what to expect...
Do You Know the Rules? A Tax Pro’s Guide to Circular 230
Circular 230 sets the rules for how tax professionals conduct themselves when dealing with the IRS. If you prepare returns for clients, it should be part of your working knowledge. You don't need to read it like a law textbook, but you should understand the standards...
Transition from Desktop to Cloud-Based Tax Software Without Disrupting Your Workflow
Switching from desktop to cloud-based tax software feels like a bigger deal than it usually turns out to be. Your staff is used to doing things a certain way, and that's a fair reason to hesitate. But if you back up your data and get your team ready beforehand, the...
PPR vs. Unlimited Filing: When Does Your Tax Business Need Each?
Choosing between pay-per-return (PPR) and unlimited filing comes down to how your tax business operates today and where you expect it to go. Your return volume and growth plans matter, but so does how you prefer to manage cash flow during the season. A lot of...