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
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...
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Recent Posts
What Challenges do Tax Software Providers Face with the Evolving Needs of Tax Professionals?
Providing tax support to individuals and businesses is anything but simple in today’s fast-moving digital world - your software has to factor in unique business models, a wide range of investments and assets, and a legal and procedural landscape that requires regular...
7 Frequently Asked Questions About EFINs
When filing taxes, you would typically use your social security number to file your taxes as an individual. However, when preparing taxes for other people or business entities, you need a specific number to identify yourself as a tax preparer instead of a taxpayer....
Adding Dependents to Your Tax Return: Why and How to File an Amended Return
Filing an amended tax return can be necessary for taxpayers who need to make corrections or additions to their original tax return. Luckily, we will specifically focus on the importance of adding dependents to your tax return and the process of filing an amended...
What Is the IRS 1040-X Form? All You Need To Know
Understanding the IRS 1040-X form is essential for taxpayers who need to make changes or corrections to their previously filed tax returns. This form, also known as the amended U.S. Individual Income Tax Return, plays a crucial role in rectifying errors, claiming...
A Beginner’s Guide to Filing Taxes: Tips and Tricks for First-Time Filers
Filing taxes for the first time can seem like a daunting task. However, anyone can successfully navigate the tax filing process with the right knowledge and guidance. In this beginner's guide, we will provide valuable tips and tricks to help you file your taxes...