Tax Preparer Blog

UltimateTax Blog

Growing Your Accounting Business In 2024

Growing Your Accounting Business In 2024

Is owning your own business living up to your expectations? Like many accountants, you may have understood the demand for accountants better than the process of carving out your piece of the market. You're great with numbers, but what about social media marketing,...

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Will Software Replace Professional Tax Preparers?

Will Software Replace Professional Tax Preparers?

There are several options for individuals and families looking to DIY their taxes. The IRS has a Free File program with the Free File Alliance, a coalition of tax preparation software companies. The "IRS Free File" program provides free tax preparation and filing for...

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Make 2024 The Year You Scale Up Your Tax Preparation Business

Make 2024 The Year You Scale Up Your Tax Preparation Business

Growth is one of the primary business goals shared across markets. You’ve worked hard to set up your company, build a brand, and service clients. Let all that hard work pay off in a more significant market share by scaling up with these strategies. Prepare Your...

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Digital Signatures: The Ultimate Timesaver For Tax Preparers

Digital Signatures: The Ultimate Timesaver For Tax Preparers

Until recently, the IRS required wet-ink signatures on hard-copy documents for tax filing. They’ve relaxed their stance on hard copies in recent years, partly because they’re always looking for ways to improve their efficiency and partly because they need to keep up...

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5 New Year Resolutions For Tax Professionals

5 New Year Resolutions For Tax Professionals

It’s 2024. It’s a time for family, friends, fireworks, and dazzling parties. The new year and the time-honored tradition of resolutions are opportunities to learn from old mistakes and let go, moving on with greater insight. Here are five resolutions you might include...

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What Are Some Costly Mistakes Tax Preparers Can Make?

What Are Some Costly Mistakes Tax Preparers Can Make?

Tax preparers are put in a position of trust. Unfortunately, some can make mistakes. And some of those mistakes can be costly. What are some of the most costly mistakes a tax preparer can make? How can they prevent them? Some individuals shared mistakes they know tax...

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Considering Making The Switch To New Pro Tax Software?

Considering Making The Switch To New Pro Tax Software?

For years, tax software was so complicated it took months to learn it. Few people wanted to switch, even if unhappy with their service because they'd have to learn a new system all over again. However, there are many user-friendly paid tax preparer software if you...

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7 Tips To Prep Your Office For A Calmer Tax Season

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...

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Recent Posts

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 environments, while others want to brave the outdoors in all kinds of weather. Remote or in-office, part-time or...

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 returns, make off with the money, and leave the taxpayer holding the bag. Here are some warning signs you can share with...

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 repairs, or use it as a downpayment for a new car. Students use it to fill in their meager budgets, furnish their...

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 company, gaining experience. Either way, there are some things you should know about starting your own accounting business....