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...
How Can I Determine if my Current Tax Software Suits my Tax Services Business?
Proper tax software is integral to running a successful tax services business. Without the right tools, you may fall short of meeting the most recent tax regulations and offering fair tax services to your clients. Keep reading for tips on determining if your tax...
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...
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...
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...
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...
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...
Why Do Professional Tax Preparers Hold Significance in the Current Tax Landscape?
Taxes can be difficult waters to tread. How can professional tax preparers help you navigate the current tax landscape? How essential are they to successfully completing your taxes each year? Some fellow taxpayers gave insight about why they hire tax professionals and...
How To Go Paperless And Keep Your Tax Clients Happy
We've been transitioning into a paperless society for over twenty years, yet we have more paper now than before. Although scanning technology and computer storage were available, the process needed to be more precise, safer, and easier to manage for clients who...
The Pros And Cons Of Bundling Tax Services
New trends in the tax industry sometimes give the companies at the forefront an advantage over their competitors. However, blindly following trends can get you in over your head and ruin your business if you don’t consider the ramifications and go about it correctly....
Recent Posts
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 without a brick-and-mortar base. We never had the technology to meet face-to-face from hundreds of miles away. It saves...
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? For some, they've always had two jobs. Tax preparation is a side gig that gives them a hefty financial boost once a...
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...