The Essential Guide to Bank Products for Tax Preparers
As a tax preparer, it's essential to keep up-to-date with the latest banking products available to your clients. Not only will it help streamline...
Best Tax Software for Accountants in 2023
As we usher in yet another tax season, tax software has become an indispensable tool for accountants in facilitating efficient and accurate tax...
Here’s How to Opt-Out of the Child Tax Credit Payments
As part of the recently signed American Rescue Plan, major changes were made to the Child Tax Credit (CTC). For the 2021 tax year, families will...
How to Become a Tax Preparer in Texas in 4 Easy Steps
Are you looking to jumpstart a career in the finance industry, particularly in the field of taxation? With the growing demand for skilled tax...
4 Ways to Find Out How Much You Will Owe the IRS
As tax season approaches, one of the biggest concerns for most Americans is the amount they will owe the IRS. Determining your tax liability is...
How to File a Tax Extension for a Nonprofit: What You Need to Know
Nonprofits play an essential role in our society, offering services, support, and resources to communities in need. As a nonprofit organization, you...
How to Get an Extension From the IRS, NY: All You Need To Know!
We all know that filing taxes can be a stressful ordeal. With the hustle and bustle of everyday life, it's not uncommon to fall behind on your...
What Is My EFIN Number and Application Summary?
As a tax professional, it's important to clearly understand your Electronic Filing Identification Number (EFIN) and application summary. Your EFIN...
Why Your Amended Return is Not Showing: Common Reasons and Solutions
Filing taxes can be a daunting task, and mistakes happen even to the best of us. Luckily, the Internal Revenue Service (IRS) allows taxpayers to...
Becoming a Tax Preparer in California: Requirements and Steps
As the tax season approaches, the importance of knowledgeable and skilled tax preparers cannot be overstated. The state of California, which boasts...
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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. Let all that hard work pay off in a more significant market share by scaling up with these strategies. Prepare Your...
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 recent tax regulations and offering fair tax services to your clients. Keep reading for tips on determining if your tax...
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 years, partly because they’re always looking for ways to improve their efficiency and partly because they need to keep up...
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 opportunities to learn from old mistakes and let go, moving on with greater insight. Here are five resolutions you might include...
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 most costly mistakes a tax preparer can make? How can they prevent them? Some individuals shared mistakes they know tax...