Tax Preparer Blog

Ultimate Tax Software Blog

Ultimatetax Software from Eps What Advantages Will It Offer Your Tax Preparation?

What Is a Refund Transfer?

The refund transfer is a deposit product that allows clients to settle their preparation fees or accounting fees without making an upfront payment....

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UltimateTax or ProSeries as the Best Corporate Tax Software in 2022

8839 Qualified Adoption Expenses

We are aware of an issue with the IRS schema concerning the maximum adoption credit allowed on Form 8839 Qualified Adoption Expenses.  Per the form...

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Recent Posts

7 Tips To Prep Your Office For A Calmer Tax Season

With tax season fast approaching, it's time to prepare for your busiest time of year. Waiting until February or March to get your office ready for the influx of clients will leave you overworked, frazzled, and unable to meet demand. So, how do you prepare your office...

How To Go Paperless And Keep Your Tax Clients Happy

We've been transitioning into a paperless society for over twenty years, yet we have more paper now than before. Although scanning technology and computer storage were available, the process needed to be more precise, safer, and easier to manage for clients who...

The Pros And Cons Of Bundling Tax Services

New trends in the tax industry sometimes give the companies at the forefront an advantage over their competitors. However, blindly following trends can get you in over your head and ruin your business if you don’t consider the ramifications and go about it correctly....