From CPA to Tax Preparer: A Seamless Transition Into Retirement

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...
13 Factors Increasing Your Client’s Likelihood of an IRS Audit

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....
Retrieve Your Identity Protection PIN (IP PIN)

Retrieve Your Identity Protection PIN (IP PIN)

Protecting your identity during tax-filing season is of paramount importance. One crucial piece of information that plays a vital role in safeguarding your personal data is the Identity Protection PIN (IP PIN).  In this article, we will delve into the significance of...
Retrieve Your Identity Protection PIN (IP PIN)

Tax Software for Easy At-Home Preparation & Filing

Tax preparation can be a challenging and expensive task, particularly for professional tax preparers. The financial aspect of tax preparation, including hiring personnel, purchasing resources, or subscribing to costly software, can significantly impact profitability....
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The Essential Guide to Bank Products for Tax Preparers

As a tax preparer, it’s essential to keep up-to-date with the latest banking products available to your clients. Not only will it help streamline your job and improve efficiency, but it can also provide a range of benefits for your clients.  From direct deposit...
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Here’s How to Opt-Out of the Child Tax Credit Payments

As part of the recently signed American Rescue Plan, major changes were made to the Child Tax Credit (CTC). For the 2021 tax year, families will have the option to receive advance payments of up to $300 per child, per month, starting in July.  These payments could...
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How to Become a Tax Preparer in Texas in 4 Easy Steps

Are you looking to jumpstart a career in the finance industry, particularly in the field of taxation? With the growing demand for skilled tax professionals in Texas, pursuing a career as a tax preparer could be a lucrative choice for you. This career option could be...
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How to File a Tax Extension for a Nonprofit: What You Need to Know

Nonprofits play an essential role in our society, offering services, support, and resources to communities in need. As a nonprofit organization, you are bound to meet a series of deadlines, including submitting tax returns each year.  However, there may be times when...
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Becoming a Tax Preparer in California: Requirements and Steps

As the tax season approaches, the importance of knowledgeable and skilled tax preparers cannot be overstated. The state of California, which boasts the fifth-largest economy in the world, has a unique tax code that can be intimidating for even the most experienced tax...