From CPA to Tax Preparer: A Seamless Transition Into Retirement
After years of crunching numbers, advising businesses, and ensuring compliance, you’re looking ahead to a new chapter: retirement. But, like many CPAs, stepping away completely feels like too big of a leap. What if there were a way to ease into retirement while...
Boost Your Tax Practice with 9 Smart Ways to Stay Current on Rules
Tax laws and IRS requirements change every year. For professional tax preparers, this means constantly learning new rules, updating processes, and making sure every return meets the latest standards. How can you stay on top of tax regulations while running your...
The Future is Online—How to Make Your Tax Business Virtual
Remember your first tax season? The endless stacks of paper, racing between client meetings, and hoping your office printer wouldn’t break down at the worst possible moment. Now imagine handling all that from anywhere, with everything you need at your...
8 Tax Season Challenges for Preparers—and Ways to Turn Them Into Wins
Tax season challenges keep getting more complicated. Between shifting regulations, tighter deadlines, and the constant juggling of client needs, it’s easy to feel overwhelmed. Small firms have it even harder. With fewer hands on deck, managing it all can seem like a...
11 Tax Professional Strategies to Reclaim Your Time This Tax Season
If you’re like most tax professionals, your day starts with a pile of client files, a full voicemail box, and that nagging feeling that there aren’t enough hours to get it all done. Research shows that each interruption costs you 20 minutes of focus time,...
Dispelling Myths Around Cloud-Based Tax Preparation Software
Remember the days of crashed computers during tax season, lost files, and that constant worry about backing up your data? If you’re still wrestling with traditional tax software, you’re probably all too familiar with these headaches. Yet something holds...
The Benefits of Getting Tax Software Early in the Season
Is now the right time to buy your tax software for the 2025 season? This question might be on your mind as you plan for the future of your tax preparation business. The truth is, investing in business tax software early can make your upcoming tax season smoother and...
Using Tax Software When You Don’t Have an EFIN
Starting a tax preparation business? Maybe you’re exploring software options while your EFIN application processes, or perhaps you haven’t started the application yet. Either way, you need to understand how your software experience changes without this...