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...
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...
Yes, You Can Start a Tax Business While Working Full-time!

Yes, You Can Start a Tax Business While Working Full-time!

Aug 23, 2021

Looking for a good way to supplement your regular income? You might see tax preparation as a viable option. And you’re right! It is a service profession that can easily be integrated with similar types of businesses, such as accounting, bookkeeping, financial...
Program Update 3/18/21

Program Update 3/18/21

Mar 18, 2021

Your Program should be updated to 35.04 Packages should be updated to the following: 1040 Indirect Ver 6 1120 “C” Corporation Ver 2 1120S “S” Corporation Ver 2 1065 Partnership Ver 2 1041 Fiduciary Ver 3 706 Estate Tax Ver 0 709 Gift Tax Ver 1...
Update ? Unemployment & Tax Due

Update ? Unemployment & Tax Due

Mar 17, 2021

UNEMPLOYMENT The prior guidance on using worksheet 7 to put the unemployment is it not what the IRS wants at this time. We have heard that other software companies are “updated” but the IRS has not issued official guidance yet, so that cannot be true yet....