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
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....
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Recent Posts
Explaining Refund Advance Loans to Your Tax Clients
Tax season can be incredibly stressful for you to meet tax preparation demands, and taxpayers are either focused on what they owe or wondering about their refund. Businesses and individual taxpayers often have plans for their refund money weeks before they even file...
Debunking 7 Tax Myths For Your Clients
Let's be honest. The average taxpayer will never read the tax code. They will likely rely on a professional tax preparer like you, using good tax preparation software, to guide them. Otherwise, they're getting tax advice from family, friends, or worse, a social...
Essentials To Start Your Own Tax Preparer Business
Are you looking for a new side hustle or business venture? Regardless of your goals for increasing your income, starting a tax preparer business can be both lucrative and satisfying. Why Choose A Tax Business? There are several reasons a tax business might be the best...
How Do you Stay Up-to-Date on the Latest Tax Laws and Regulations?
When it comes to taxes, it can feel like you’re in a losing battle against minutiae. Each year, everyone from congressional legislators to IRS administrators seem to have something about the tax code they either want to update, add, or get rid of altogether. A tax...
5 Key Features You Want For Your Tax Business Software
Selecting tax preparation software for your business is critical in ensuring profitability and success. Quality software will help you deliver accurate returns on time, offer great support, and be easy to navigate. Anything less could cost you business. Here is a list...