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Direct Deposit Limits

Direct Deposit Limits

Oct 6, 2014

It is no secret (we hope) that there have been so many victims of fraud the past year that something needs to be done. The IRS has come up with a way to help fight back against these scammers. Effective January 2015, there will be a limit of three refunds that can be...
Green Dot Buys Santa Barbara Tax Products Group

Green Dot Buys Santa Barbara Tax Products Group

Sep 30, 2014

Green Dot to purchase Santa Barbara Tax Products Group (TPG) in a 320 million dollar deal. The sale will be funded with $55 million cash, $150 million in bank debts and approx. 6.133 million shares of its common stock. Which means that TPG investors will own...
Tax Preparer Software?What, How and Why of Fee Collect

Tax Preparer Software?What, How and Why of Fee Collect

Sep 30, 2014

What is it? Fee collect allows you to deduct your tax preparation fees directly from your client’s refunds. This service costs you $19.95 per tax return and the fees are directly deposited into your bank account. Our UltimateTax ProPlus software offers fee collect,...
Tax Preparers Could Receive Restitution

Tax Preparers Could Receive Restitution

Sep 15, 2014

Two CPA’s have slapped the IRS with a class action lawsuit. The IRS has required anyone who prepares or assists in preparing tax returns for payment to have a PTIN, and to renew that PTIN each year. The fees that the IRS collects for PTIN registration and renewal are...
How the Big Box Preparers are Taking Your Business Right Now

How the Big Box Preparers are Taking Your Business Right Now

Sep 11, 2014

Here are some areas of focus to give you ammunition against the big box preparers. Availability – Big box companies have more preparers under one roof, so they have more availability for scheduling than smaller offices do. They are also able to stagger preparers to...