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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...
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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...
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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...
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What Are the Biggest Challenges That You Face as a Tax Professional?
Every job comes with its challenges, but tax professionals seem to have a difficult time when the entire nation has the same deadline for completing...
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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...
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What are The Necessary Qualifications and Steps to Become a Tax Preparer?
Working as a tax preparer could be a full-time or seasonal job and is in high demand during tax season. Are you good with numbers, find taxes...
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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...
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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....
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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...
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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...
Recent Posts
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...
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, clients can express their frustration to you. Or worse, in negative reviews. The good news? There are ways to handle...
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 home-based tax preparation business might be the perfect fit. With the ever-changing U.S. tax code, professional tax preparers...