The Best Ways to Deal with Unhappy or Challenging Tax Clients
Unhappy tax clients are a reality every tax preparer faces (even the best ones). When things go south with customer service or details get missed,...
Seize the Opportunity: How to Launch a Home Tax Prep Business
Are you looking for control over your schedule? Or do you want to use your math skills and attention to detail on your own terms? Starting a...
A Competitive Pricing Guide for Your Tax Preparation Services
As someone who's just ventured into tax preparation, you may be unsure how to price your services. Many factors make pricing difficult. Costs vary...
What Are Common Triggers for an IRS Audit?
As a tax preparer, you want to be aware of the most common scenarios that trigger an IRS audit to avoid the pitfalls. An audit examines tax return...
Tax Preparation: The Ultimate Work From Home Opportunity
Have you ever wondered if working at home is the right move for you and your family? Never in our history has it been easier to run a business...
Making Ends Meet Between Tax Seasons
When considering a job as a tax preparer, you may wonder what tax professionals do when it's not tax season. How do they keep the money rolling in?...
Why Professional Tax Preparer May Be the Job for You
Choosing a career can be stressful. What one person might find fulfilling, another may find annoying. Some people like working indoors in controlled...
Educating Your Clients: How To Detect Fraudulent Tax Preparers
Searching for the right tax preparer can be hazardous. Many scam artists prey on taxpayers’ inexperience and need for expedience. They submit bad...
Explaining Tax Refund Delays to Your Clients
The question every tax preparer hears is, "How long till I get my tax return?" Families have plans for that money to go on vacation, make household...
From Tax Preparer To Business Owner
So, you're ready to strike out on your own. Maybe you just graduated with your accounting degree. Perhaps you've worked for years for another...
Professional Tax Software & Service
For Growing Your Tax Preparation Business
Recent Posts
13 Successful Data Migration Tips for Professional Tax Software
Are you planning to switch tax software and worried about losing important data during the migration? We get it. Data migration requires careful planning and execution. One misstep, and you risk losing essential client data. The good news is there are ways to ensure a...
9 Steps to Seamless Tax Software Implementation
Are you worried about how implementing new business tax software might disrupt your busy season? Concerned about the learning curve and whether you will adapt quickly? Or maybe you're unsure about the timing—when’s the best moment to make the switch? Don’t...
Tax Software Pricing Models: Pay-Per-Return Made Simple
Tax software pricing can be complex, especially with so many options out there. Pay-per-return is one model that might catch your eye. But what does it really mean for your tax business? Let’s explore how this pricing works and why it could be the perfect fit for your...
Best Practices for E-Filing Your Clients’ Tax Returns
E-filing has made submitting tax returns faster and more efficient. But with those benefits come strict IRS regulations that your clients can’t ignore. From safeguarding customer data under IRS Publication 4557 to ensuring compliance with the latest e-filing...
9 Ways Tax Preparers Can Support Small Businesses in Tax Season Readiness
Small businesses often face challenges when tax season comes around. Complex rules, tight deadlines, and endless paperwork often overwhelm them. As a tax preparer, your support can make all the difference. In this article, we'll explore the best ways tax preparers can...