Excitement Stirs Over Green Dot ? TPG Binding
Due to the Green Dot merger TPG will now be able to give it’s clients industry leading financial products. The feedback from both existing and new...
The IRS Annual Filing Season Program (AFSP)
The IRS designed this program to allow tax preparers to voluntarily take this program which will give them knowledge and skills that will be...
Direct Deposit Limits
It is no secret (we hope) that there have been so many victims of fraud the past year that something needs to be done. The IRS has come up with a...
Green Dot Buys Santa Barbara Tax Products Group
Green Dot to purchase Santa Barbara Tax Products Group (TPG) in a 320 million dollar deal. The sale will be funded with $55 million cash, $150...
Tax Preparer Software?What, How and Why of Fee Collect
What is it? Fee collect allows you to deduct your tax preparation fees directly from your client’s refunds. This service costs you $19.95 per tax...
ACA Give Your Clients A Heads Up
It’s no secret that a many tax payers are confused about ACA (Affordable Care Act). Not only that, but it seems like everyone is. When tax season...
Tax Preparers Could Receive Restitution
Two CPA’s have slapped the IRS with a class action lawsuit. The IRS has required anyone who prepares or assists in preparing tax returns for payment...
How to Get an EFIN Number
Obtaining an EFIN is a step you can’t miss. It’s not exactly fun, but it’s extremely necessary to be a successful tax preparer. We have all of the...
How the Big Box Preparers are Taking Your Business Right Now
Here are some areas of focus to give you ammunition against the big box preparers. Availability – Big box companies have more preparers under one...
Top 10 Ways to Give Better Service than H&R Block
Create a comfortable environment for clients – Sure H&R Block has the green & white square branded look stamped everywhere, but is that...
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Recent Posts
E-file Shut down for 2022 for Years 2019-2021
Last Day to e-File - November 22, 2022 IRS has announced its MeF (e-file) shutdown and cutover for Tax Year 2021. To ensure that all Form 1040 tax returns e-filed through the MeF system are processed promptly, submissions must occur before IRS shuts down the system on...
Drake vs. Ultimatetax UltimateTax: In Search of the Best Professional Tax Software
Your company's success is dependent on the use of reliable tax preparation software. You want tax software that won't break the bank, won't require a tax preparation expert to master, and will help you submit individual and business tax returns faster. We compared...
The Best Bank Products for Tax Professionals
Bank products are client solutions that all tax offices should offer. This benefits the tax office so that you can get paid for your services. They benefit clients as well since you offer a solution for your clients to not pay when they have you do their tax returns....
Understanding Tax Software with Bank Products
As a tax preparer, you may have noticed that some professional tax software products support bank products. Should this feature affect your decision of which tax software subscription to get? How important are bank products? What are bank products? To put it simply,...
Is It Time to Upgrade Your Tax Software Package?
When deciding to renew your tax software, you will want to ask yourself one important question. Should you upgrade your tax software package? As you consider this question, you will want to reflect on your needs for the coming tax season. Do you expect your business...