Start a Tax Preparation Business Now

Start a Tax Preparation Business Now

Jan 3, 2022

The 2022 tax season will begin less than a month from now. If you are going to set up your own tax practice, now is the time to do it! But how do you start a tax preparation business? You’ve done your research, you’ve made a plan… what more do you need to...
Pre Ack Loans Available Now

Pre Ack Loans Available Now

Jan 2, 2022

If you have applied for bank products and pre ack loans, they are available now. In our online program, the forms are now available.  No updates are required. If you have our desktop program you will have to update your program and get module updates. Program Update:...
Pre Ack Loans Available Now

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.  This letter will show the total amount of payments received.  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...