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...
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...
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Recent Posts
Improving Tax Pro Retention in Accounting Firms Through Tax Preparation Software
Retaining experienced tax professionals has become a major challenge for accounting firms. With growing workloads and tighter deadlines, firms find themselves struggling to keep talented preparers from burning out or leaving. As a result, turnover increases, and...
The Tax Professionals’ Guide to Confident Tax Research
Tax research is a core part of delivering quality work to clients. It helps you respond to client questions about deductions, avoid uncertainty during filing, and confirm which IRS rules apply to each situation. Tax research can take many forms throughout the year....
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...