What Strategies can You Share for Fully Leveraging Tax Software to Enhance Client Experience?
What Strategies can You Share for Fully Leveraging Tax Software to Enhance Client Experience? Gone are the days of calculating taxes by hand, with a paper, pencil, and a good eraser. Tax software has been an innovative and invaluable tool for tax professionals. Are...
11 Steps To Help Your Client Through An Audit
Every year, the IRS audits thousands of people. This can be an intimidating process for your clients, but there are things you can do to prepare them for the auditing process and protect them through it. Hopefully, your office filed the disputed return, and you have...
How Artificial Intelligence Affects The Tax Industry
The tax industry is one of many finding new opportunities with artificial intelligence (AI) and automation. The benefits to your business could be substantial once you understand how to utilize it effectively. So, what is AI? How does it help tax preparers? Will it...
How Crucial is Customer Support and Training in Tax Software Utilization?
How Crucial is Customer Support and Training in Tax Software Utilization? With ever-changing tax legislation, complex tax circumstances, and the threat of tax fraud looming, everyone wants a smooth tax experience. Tax software is the answer for many to create a smooth...
Explaining Refund Advance Loans to Your Tax Clients
Tax season can be incredibly stressful for you to meet tax preparation demands, and taxpayers are either focused on what they owe or wondering about their refund. Businesses and individual taxpayers often have plans for their refund money weeks before they even file...
Debunking 7 Tax Myths For Your Clients
Let’s be honest. The average taxpayer will never read the tax code. They will likely rely on a professional tax preparer like you, using good tax preparation software, to guide them. Otherwise, they’re getting tax advice from family, friends, or worse, a...
Essentials To Start Your Own Tax Preparer Business
Are you looking for a new side hustle or business venture? Regardless of your goals for increasing your income, starting a tax preparer business can be both lucrative and satisfying. Why Choose A Tax Business? There are several reasons a tax business might be the best...
How Do you Stay Up-to-Date on the Latest Tax Laws and Regulations?
How Do you Stay Up-to-Date on the Latest Tax Laws and Regulations? When it comes to taxes, it can feel like you’re in a losing battle against minutiae. Each year, everyone from congressional legislators to IRS administrators seem to have something about the tax code...