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Tips For Managing Client Concerns About Tax Data Leaks

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...

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9 Steps to Seamless Tax Software Implementation

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...

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Tax Software Pricing Models: Pay-Per-Return Made Simple

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 it really mean for your tax business? Let’s explore how this pricing works and why it could be the perfect fit for your...

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Best Practices for E-Filing Your Clients’ Tax Returns

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 ignore. From safeguarding customer data under IRS Publication 4557 to ensuring compliance with the latest e-filing...

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The Best Ways to Deal with Unhappy or Challenging Tax Clients

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, clients can express their frustration to you. Or worse, in negative reviews. The good news? There are ways to handle...

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Seize the Opportunity: How to Launch a Home Tax Prep Business

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 home-based tax preparation business might be the perfect fit. With the ever-changing U.S. tax code, professional tax preparers...

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A Competitive Pricing Guide for Your Tax Preparation Services

A Competitive Pricing Guide for Your Tax Preparation Services

As someone who's just ventured into tax preparation, you may be unsure how to price your services. Many factors make pricing difficult. Costs vary widely, client needs differ, and you have to consider the time spent and the complexity of each return. In this article,...

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Recent Posts

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...

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 it really mean for your tax business? Let’s explore how this pricing works and why it could be the perfect fit for your...