Will Software Replace Professional Tax Preparers?

Will Software Replace Professional Tax Preparers?

There are several options for individuals and families looking to DIY their taxes. The IRS has a Free File program with the Free File Alliance, a coalition of tax preparation software companies. The “IRS Free File” program provides free tax preparation and...
Make 2024 The Year You Scale Up Your Tax Preparation Business

Make 2024 The Year You Scale Up Your Tax Preparation Business

Growth is one of the primary business goals shared across markets. You’ve worked hard to set up your company, build a brand, and service clients. Let all that hard work pay off in a more significant market share by scaling up with these strategies. Prepare Your...
Digital Signatures: The Ultimate Timesaver For Tax Preparers

Digital Signatures: The Ultimate Timesaver For Tax Preparers

Until recently, the IRS required wet-ink signatures on hard-copy documents for tax filing. They’ve relaxed their stance on hard copies in recent years, partly because they’re always looking for ways to improve their efficiency and partly because they need to keep up...
5 New Year Resolutions For Tax Professionals

5 New Year Resolutions For Tax Professionals

It’s 2024. It’s a time for family, friends, fireworks, and dazzling parties. The new year and the time-honored tradition of resolutions are opportunities to learn from old mistakes and let go, moving on with greater insight. Here are five resolutions you might include...
What Are Some Costly Mistakes Tax Preparers Can Make?

What Are Some Costly Mistakes Tax Preparers Can Make?

What Are Some Costly Mistakes Tax Preparers Can Make? Tax preparers are put in a position of trust. Unfortunately, some can make mistakes. And some of those mistakes can be costly. What are some of the most costly mistakes a tax preparer can make? How can they prevent...
Considering Making The Switch To New Pro Tax Software?

Considering Making The Switch To New Pro Tax Software?

For years, tax software was so complicated it took months to learn it. Few people wanted to switch, even if unhappy with their service because they’d have to learn a new system all over again. However, there are many user-friendly paid tax preparer software if...
7 Tips To Prep Your Office For A Calmer Tax Season

7 Tips To Prep Your Office For A Calmer Tax Season

With tax season fast approaching, it’s time to prepare for your busiest time of year. Waiting until February or March to get your office ready for the influx of clients will leave you overworked, frazzled, and unable to meet demand. So, how do you prepare your...
How To Go Paperless And Keep Your Tax Clients Happy

How To Go Paperless And Keep Your Tax Clients Happy

We’ve been transitioning into a paperless society for over twenty years, yet we have more paper now than before. Although scanning technology and computer storage were available, the process needed to be more precise, safer, and easier to manage for clients who...