Obtaining an EFIN is a step you can’t miss. It’s not exactly fun, but it’s extremely necessary to be a successful tax preparer. We have all of the information EFIN for you right here! What is an EFIN (Electronic Filing Identification Number)? The Internal Revenue...
Here are some areas of focus to give you ammunition against the big box preparers. Availability – Big box companies have more preparers under one roof, so they have more availability for scheduling than smaller offices do. They are also able to stagger preparers to...
Create a comfortable environment for clients – Sure H&R Block has the green & white square branded look stamped everywhere, but is that really comfortable for clients? Give them a place that they feel welcome and at ease. Offering coffee or water can add to...
The quality that you will receive with a professional tax software is far above the “do it yourself software” that you can purchase. It was created specifically for tax professionals to maintain efficiency, productivity and stay in compliance with the tax law. Another...