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...
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...
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Recent Posts
How Professional Tax Software Helps Tax Preparers Deliver More Value
As a professional tax preparer, you do more than meets the eye. In addition to getting your clients' forms IRS-ready, you often explain results, spot problems, and help clients make better business decisions. While accuracy and compliance will always matter, many...
Why Free DIY Tax Software Falls Short for Tax Preparers
If you prepare tax returns as a side business or seasonal practice, it can be tempting to rely on free or consumer-grade tax software. That's especially true when you're trying to keep startup costs low. Many DIY platforms advertise quick filings and no upfront fees....
Understanding EFIN and PTIN for New Tax Preparers
Before you can file your first tax return as a professional, you need several credentials from the IRS. Two of those are the Electronic Filing Identification Number (EFIN) and Preparer Tax Identification Number (PTIN). These numbers serve as your legal authorization...
How to Secure That Business Tax Software Upgrade You Desperately Need
Legacy tax software wastes valuable time while putting your work and team at risk. You see the issues daily: manual calculations, compliance uncertainties, and frustrated colleagues. But your boss focuses on the cost of new software rather than the hidden expenses of...
Don’t Let Your Clients Miss Out on These Sneaky Tax Deductions
In your role of preparing tax returns, you may quickly notice how often clients overlook deductions that significantly affect their refund or tax liability. These deductions can hide in the details of everyday transactions. You strengthen your value as a preparer when...