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...
Filing an Extension for Massachusetts Taxes: Everything You Need to Know
As tax season rolls around, many Massachusetts residents may find themselves in need of additional time to prepare their returns. Whether due to...
Getting a Copy of Your W2: What to Do If You’ve Lost It
The W2 form is a crucial piece of paperwork necessary for accurately filing taxes. It contains important information about an individual's yearly...
Tax Preparation Software for Professionals: Streamline Your Tax Season
As the end of the year approaches, tax season looms large for professionals across a range of industries. It is a time when businesses and...
Verifying Identity with the IRS: How to Do It Without a Credit Card
Identity verification is a crucial step that every taxpayer must go through to comply with the Internal Revenue Service (IRS) regulations. The IRS...
Checking Child Tax Credit Payments: A Guide to Understanding Your Benefits
The Child Tax Credit (CTC) is a lifeline for many families struggling to make ends meet. It provides financial assistance to help defray the costs...
Contacting the IRS: How to Reach a Person for Assistance
Dealing with taxes can be a hassle, and trying to navigate the Internal Revenue Service (IRS) system is often confusing. Whether you have questions...
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Recent Posts
7 Tips To Prep Your Office For A Calmer Tax Season
With tax season fast approaching, it's time to prepare for your busiest time of year. Waiting until February or March to get your office ready for the influx of clients will leave you overworked, frazzled, and unable to meet demand. So, how do you prepare your office...
Why Do Professional Tax Preparers Hold Significance in the Current Tax Landscape?
Taxes can be difficult waters to tread. How can professional tax preparers help you navigate the current tax landscape? How essential are they to successfully completing your taxes each year? Some fellow taxpayers gave insight about why they hire tax professionals and...
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 computer storage were available, the process needed to be more precise, safer, and easier to manage for clients who...
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 can get you in over your head and ruin your business if you don’t consider the ramifications and go about it correctly....
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 tax professionals. Are there ways tax software can be leveraged even more to enhance the client experience? Some...