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.  This letter will show the total amount of payments received.  The client can also see their payments in their CTCUp...
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...
Learn the Best Practices for Keeping Client Data Safe

Learn the Best Practices for Keeping Client Data Safe

Nov 1, 2021

Professional tax software is designed to be secure. Sensitive customer data is protected behind a private account. Only an authorized user can access the information in the system. That doesn’t mean you don’t have to think about security. If an account...