Tax Preparer Blog

UltimateTax Blog

The Pros And Cons Of Bundling Tax Services

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....

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11 Steps To Help Your Client Through An Audit

11 Steps To Help Your Client Through An Audit

Every year, the IRS audits thousands of people. This can be an intimidating process for your clients, but there are things you can do to prepare them for the auditing process and protect them through it. Hopefully, your office filed the disputed return, and you have...

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How Artificial Intelligence Affects The Tax Industry

How Artificial Intelligence Affects The Tax Industry

The tax industry is one of many finding new opportunities with artificial intelligence (AI) and automation. The benefits to your business could be substantial once you understand how to utilize it effectively. So, what is AI? How does it help tax preparers? Will it...

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Explaining Refund Advance Loans to Your Tax Clients

Explaining Refund Advance Loans to Your Tax Clients

Tax season can be incredibly stressful for you to meet tax preparation demands, and taxpayers are either focused on what they owe or wondering about their refund. Businesses and individual taxpayers often have plans for their refund money weeks before they even file...

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Debunking 7 Tax Myths For Your Clients

Debunking 7 Tax Myths For Your Clients

Let's be honest. The average taxpayer will never read the tax code. They will likely rely on a professional tax preparer like you, using good tax preparation software, to guide them. Otherwise, they're getting tax advice from family, friends, or worse, a social...

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Essentials To Start Your Own Tax Preparer Business

Essentials To Start Your Own Tax Preparer Business

Are you looking for a new side hustle or business venture? Regardless of your goals for increasing your income, starting a tax preparer business can be both lucrative and satisfying. Why Choose A Tax Business? There are several reasons a tax business might be the best...

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5 Key Features You Want For Your Tax Business Software

5 Key Features You Want For Your Tax Business Software

Selecting tax preparation software for your business is critical in ensuring profitability and success. Quality software will help you deliver accurate returns on time, offer great support, and be easy to navigate. Anything less could cost you business. Here is a list...

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Recent Posts

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...

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 company, gaining experience. Either way, there are some things you should know about starting your own accounting business....

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 the process of carving out your piece of the market. You're great with numbers, but what about social media marketing,...