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 tax...
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
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...
Learn How to Do Taxes: Easy Steps for Beginners
Tax season can be a stressful time for many individuals, filled with uncertainties and misconceptions about the process of filing taxes. However, understanding how to do taxes is not as complicated as it may seem. In this article, we will debunk common myths...
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....
How do I get an IP PIN from the IRS?
In today's increasingly digital world, protecting personal information is of utmost importance, especially regarding financial and tax-related matters. The Internal Revenue Service (IRS) has implemented an effective tool known as an Identity Protection Personal...
Why Is It Necessary to Have a W-2 or 1099 Form When Using Tax Preparation Software?
Tax documentation plays a crucial role in the tax filing process, ensuring accurate reporting and compliance with tax laws. Tax preparation software has gained popularity in recent years for its convenience and efficiency. However, when using tax preparation software,...