IRS Child Tax Credit Payments – Letter 6419

IRS Child Tax Credit Payments – Letter 6419

Dec 20, 2021

The IRS will be sending taxpayers who received Advanced Child Tax credit payment/s in 2021, the letter will be sent out January 2022, Notice 6419.ย  This letter will show the total amount of payments received.ย  The client can also see their payments in their CTCUp...
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...