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...
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,...
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...
A Competitive Pricing Guide for Your Tax Preparation Services
As someone who's just ventured into tax preparation, you may be unsure how to price your services. Many factors make pricing difficult. Costs vary...
What Are Common Triggers for an IRS Audit?
As a tax preparer, you want to be aware of the most common scenarios that trigger an IRS audit to avoid the pitfalls. An audit examines tax return...
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...
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?...
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...
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...
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Recent Posts
From CPA to Tax Preparer: A Seamless Transition Into Retirement
After years of crunching numbers, advising businesses, and ensuring compliance, you're looking ahead to a new chapter: retirement. But, like many CPAs, stepping away completely feels like too big of a leap. What if there were a way to ease into retirement while still...
Boost Your Tax Practice with 9 Smart Ways to Stay Current on Rules
Tax laws and IRS requirements change every year. For professional tax preparers, this means constantly learning new rules, updating processes, and making sure every return meets the latest standards. How can you stay on top of tax regulations while running your...
The Future is Online—How to Make Your Tax Business Virtual
Remember your first tax season? The endless stacks of paper, racing between client meetings, and hoping your office printer wouldn't break down at the worst possible moment. Now imagine handling all that from anywhere, with everything you need at your fingertips. The...
8 Tax Season Challenges for Preparers—and Ways to Turn Them Into Wins
Tax season challenges keep getting more complicated. Between shifting regulations, tighter deadlines, and the constant juggling of client needs, it’s easy to feel overwhelmed. Small firms have it even harder. With fewer hands on deck, managing it all can seem like a...
11 Tax Professional Strategies to Reclaim Your Time This Tax Season
If you're like most tax professionals, your day starts with a pile of client files, a full voicemail box, and that nagging feeling that there aren't enough hours to get it all done. Research shows that each interruption costs you 20 minutes of focus time, and during...