How to Do a Great Tax Client Interview
The tax preparation profession involves more than the processing of income tax returns. This is a client-facing profession, where one's reputation...
Tips to Improve Client Experience This Year
Tips to Improve Client Experience This Year Every customer counts for your business. Tax preparation is all about delivering a service. You have the...
Prepare for Disaster: Important Tips for Your Financial Safety
Prepare for Disaster: Important Tips for Your Financial Safety One of the most important things you need to discuss with your clients is financial...
How to Prep Clients Using Handy Resources from the IRS
One of your responsibilities as a tax professional involves prepping tax clients for the coming tax season. While you are being paid to handle their...
Learn the Best Practices for Keeping Client Data Safe
Professional tax software is designed to be secure. Sensitive customer data is protected behind a private account. Only an authorized user can...
Get Early Tax Refunds for Your Clients with Bank Products
Get Early Tax Refunds for Your Clients with Bank Products With the arrival of October, a tax preparer has to begin preparing for the upcoming...
The Virtual Tax Office
How to work together as team in a virtual tax office The idea of a virtual tax office has become a popular one in recent years. Indeed, months of...
After 24 years I switched my tax office from a desktop tax program to an online tax program
After 24 years I switched my tax office from a desktop tax program to an online tax program Our tax office started in the 90s as a family business....
Goals for Your First Year as a Tax Preparer
Goals for Your First Year as a Tax Preparer Setting goals is part and parcel of your job as a tax professional. It is part of the service you offer...
Yes, You Can Start a Tax Business While Working Full-time!
Looking for a good way to supplement your regular income? You might see tax preparation as a viable option. And you're right! It is a service...
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Recent Posts
Best Tax Software for Accountants in 2023
As we usher in yet another tax season, tax software has become an indispensable tool for accountants in facilitating efficient and accurate tax preparations. In today's fast-paced world, where clients demand quick and reliable financial solutions, a good tax software...
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...
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...
4 Ways to Find Out How Much You Will Owe the IRS
As tax season approaches, one of the biggest concerns for most Americans is the amount they will owe the IRS. Determining your tax liability is crucial because underestimating or overestimating your tax bill can have serious consequences. The IRS may impose hefty...
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...