What to Include in a Tax Client Intake Form (with Tips & Examples)
Your intake form is more than paperwork—it’s your first impression and your key to an efficient, error-free filing process. Here’s what to include and why it matters.
Understanding Why Small Tax Businesses Falter—And How to Avoid the Same Mistakes
You did everything right. You got your tax preparation certification, set up a professional office, and invested in what you thought was the right...
From CPA to Tax Preparer: A Seamless Transition Into Retirement
After years of crunching numbers, advising businesses, and ensuring compliance, you're looking ahead to a new chapter: retirement. But, like many...
Boost Your Tax Practice with 9 Smart Ways to Stay Current on Rules
Tax laws and IRS requirements change every year. For professional tax preparers, this means constantly learning new rules, updating processes, and...
The Future is Online—How to Make Your Tax Business Virtual
Remember your first tax season? The endless stacks of paper, racing between client meetings, and hoping your office printer wouldn't break down at...
8 Tax Season Challenges for Preparers—and Ways to Turn Them Into Wins
Tax season challenges keep getting more complicated. Between shifting regulations, tighter deadlines, and the constant juggling of client needs,...
11 Tax Professional Strategies to Reclaim Your Time This Tax Season
If you're like most tax professionals, your day starts with a pile of client files, a full voicemail box, and that nagging feeling that there aren't...
Dispelling Myths Around Cloud-Based Tax Preparation Software
Remember the days of crashed computers during tax season, lost files, and that constant worry about backing up your data? If you're still wrestling...
The Benefits of Getting Tax Software Early in the Season
Is now the right time to buy your tax software for the 2025 season? This question might be on your mind as you plan for the future of your tax...
Using Tax Software When You Don’t Have an EFIN
Starting a tax preparation business? Maybe you're exploring software options while your EFIN application processes, or perhaps you haven't started...
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Best Tax Software Features for Small Offices
Introduction: Tools That Make Tax Season Smoother Running a small tax firm means balancing accuracy, speed, and trust. Your clients expect quick, error-free returns and guidance through an ever-changing tax code. But even the best tax pro can struggle if the software...
UltimateTax: Streamlining Tax Preparation for Professionals
Learn about their customizable packages, robust features, and dedicated support designed to enhance your tax preparation services.
UltimateTax: Affordable, Scalable Software for Professionals
UltimateTax offers flexible, feature-rich tax preparation software tailored for solo preparers, small practices, and growing firms.
Start Early, Stress Less: Why Smart Preparers Set Up UltimateTax Before Tax Season Hits
Tax season doesn’t start in January—it starts now. The most efficient preparers know that setting up their tax software early leads to faster onboarding, fewer mistakes, and a much smoother workload when things get busy. Here’s why early adoption of UltimateTax...
Which UltimateTax Package Is Right for You? A Guide for Tax Preparers Comparing Software Plans
Choosing the right tax software is one of the most important decisions you’ll make as a preparer. Whether you’re filing a handful of returns or managing a high-volume office, UltimateTax offers flexible packages designed to fit your workflow, budget, and client base....