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...
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...
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...
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...
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...
Professional Tax Software & Service
For Growing Your Tax Preparation Business
Recent Posts
Expanding Horizons With Diverse Tax Software Skills
Tax professionals running their own practices already know the law inside and out. You understand deductions, credits, and complex returns. But there's an untapped way to grow your business—by adding new tax software skills to your toolkit. Think about it: expanding...
Tips For Managing Client Concerns About Tax Data Leaks
The recent IRS data leaks sent shockwaves through the tax world. Over 70,000 taxpayers had their sensitive information exposed by a rogue contractor. The incident left many feeling vulnerable and anxious about their financial privacy. Clients have been flooding tax...
13 Factors Increasing Your Client’s Likelihood of an IRS Audit
Nobody enjoys hearing the word audit, but every accountant should keep it in mind. While most returns fly under the radar, certain red flags can make the IRS take a closer look. Let's walk through some common audit triggers, from high income to large deductions....
13 Successful Data Migration Tips for Professional Tax Software
Are you planning to switch tax software and worried about losing important data during the migration? We get it. Data migration requires careful planning and execution. One misstep, and you risk losing essential client data. The good news is there are ways to ensure a...
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...