![IRS Child Tax Credit Payments – Letter 6419](https://ultimatetax.com/wp-content/uploads/2022/11/Tax-Software-for-Tax-Professionals-Ultimate-Tax-blog-post-header-8-1080x675.jpeg)
IRS Child Tax Credit Payments – Letter 6419
The IRS will be sending taxpayers who received Advanced Child Tax credit payment/s in 2021, the letter will be sent out January 2022, Notice 6419. ...
![EFC Shut Down](https://ultimatetax.com/wp-content/uploads/2022/12/maxresdefault-1080x675.jpg)
EFC Shut Down
IRS has announced its MeF (e-file) shutdown and cutover for Tax Year 2021. To ensure that all business tax returns e-filed through the MeF system...
![How to Do a Great Tax Client Interview](https://ultimatetax.com/wp-content/uploads/2022/12/Online-Screen-1080x675.png)
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](https://ultimatetax.com/wp-content/uploads/2022/12/IMG_00531-1080x675.png)
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](https://ultimatetax.com/wp-content/uploads/2022/11/best-tax-software-for-professionals-Ultimate-Tax-blog-post-header10-1080x675.jpeg)
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](https://ultimatetax.com/wp-content/uploads/2022/11/list-of-professional-tax-software-Ultimate-Tax-blog-post-header-4-1080x675.jpeg)
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](https://ultimatetax.com/wp-content/uploads/2022/11/Best-Software-for-Tax-Preparers-Ultimate-Tax-blog-post-header-1-1080x675.jpeg)
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](https://ultimatetax.com/wp-content/uploads/2022/11/Professional-Tax-Preparation-Software-Ultimate-Tax-blog-post-header-2-1080x675.jpeg)
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](https://ultimatetax.com/wp-content/uploads/2022/11/Professional-Tax-Software-Ultimate-Tax-blog-post-header-3-1080x675.jpeg)
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](https://ultimatetax.com/wp-content/uploads/2022/11/Tax-Prep-Software-with-Bank-Products-Ultimate-Tax-blog-post-header-6-1080x675.jpeg)
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....
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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...
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...