New preparer? First year $188 with bank products. Learn more →
How Do Your Fees Compare?

How Do Your Fees Compare?

May 11, 2015

Tax preparers sure have their work cut out for them. The thing that most clients don’t realize is just how complex the tax code really is. When they balk at your fees, you may need to remind them, there are over 4 million words in the U.S. tax code, not to mention...
Use Professional Tax Software! TurboTax Could Be In Hot Water

Use Professional Tax Software! TurboTax Could Be In Hot Water

Apr 28, 2015

Remember reading about the TurboTax security breach? It wasn’t in the Intuit professional tax software division, however it is Intuit nonetheless that could be facing the music. Two TurboTax users whom have been the victims of identity theft are now coming forward to...
Tax Pros Can Learn From IRS Mistakes

Tax Pros Can Learn From IRS Mistakes

Apr 24, 2015

John Koskinen has been talking about the effects of the IRS budget cuts since they started in 2010. It sounds like the biggest cut of all is the most important – morale. Poor morale at that IRS is worse than I thought. The Bloomberg article on Miserable IRS Workers...
Tax Pro’s Only

Tax Pro’s Only

Apr 14, 2015

With tax season finally drawing to a close the IRS EPSS e-help Desk is lighting up with phone calls. Unfortunately taxpayers are tying up those lines too, claiming that their tax preparer referred them for assistance resolving issues like rejected returns, tax law and...
More Reasons for Your Clients to Love You

More Reasons for Your Clients to Love You

Apr 10, 2015

Not that you really need another reason, but we have a pretty good one. When a potential client balks at your prep fees, remind them that filing mistakes can add up to costly penalties for taxpayers! Just because they haven’t heard from the IRS doesn’t mean they...