EFC Shut Down

EFC Shut Down

Dec 13, 2021

IRS has announced its MeF (e-file) shutdown and cutover for Tax Year 2021. To ensure that all business tax returns e-filed through the MeF system are processed in a timely manner, submissions must occur before IRS shuts down the system on Sunday, December 26, 2021, at...
How to Do a Great Tax Client Interview

How to Do a Great Tax Client Interview

Dec 6, 2021

The tax preparation profession involves more than the processing of income tax returns. This is a client-facing profession, where one’s reputation can depend on successful client interactions. Always strive to leave a good impression when you are dealing with...
Tips to Improve Client Experience This Year

Tips to Improve Client Experience This Year

Nov 29, 2021

Tips to Improve Client Experience This Year Every customer counts for your business. Tax preparation is all about delivering a service. You have the tools and the knowledge to do so. But you’ve got to do more. You’ve got to set yourself apart from the...
Prepare for Disaster: Important Tips for Your Financial Safety

Prepare for Disaster: Important Tips for Your Financial Safety

Nov 22, 2021

Prepare for Disaster: Important Tips for Your Financial Safety One of the most important things you need to discuss with your clients is financial safety. Clients will need to be aware of the possibility of the loss of personal records and the damage that can wreak on...
How to Prep Clients Using Handy Resources from the IRS

How to Prep Clients Using Handy Resources from the IRS

Nov 15, 2021

One of your responsibilities as a tax professional involves prepping tax clients for the coming tax season. While you are being paid to handle their tax matters so they don’t have to do it themselves, you can provide a more effective service if both of you are...