
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...

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...

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...

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....

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...

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...

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...

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...

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...

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...
Recent Posts
9 Steps to Seamless Tax Software Implementation
Are you worried about how implementing new business tax software might disrupt your busy season? Concerned about the learning curve and whether you will adapt quickly? Or maybe you're unsure about the timing—when’s the best moment to make the switch? Don’t...
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...