How To Go Paperless And Keep Your Tax Clients Happy
We've been transitioning into a paperless society for over twenty years, yet we have more paper now than before. Although scanning technology and...
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...
What Strategies can You Share for Fully Leveraging Tax Software to Enhance Client Experience?
Gone are the days of calculating taxes by hand, with a paper, pencil, and a good eraser. Tax software has been an innovative and invaluable tool for...
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...
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...
How Crucial is Customer Support and Training in Tax Software Utilization?
With ever-changing tax legislation, complex tax circumstances, and the threat of tax fraud looming, everyone wants a smooth tax experience. Tax...
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...
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...
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...
How Do you Stay Up-to-Date on the Latest Tax Laws and Regulations?
When it comes to taxes, it can feel like you’re in a losing battle against minutiae. Each year, everyone from congressional legislators to IRS...
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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...