Communicating with the Internal Revenue Service (IRS) can be a daunting task, especially when you're faced with time-sensitive questions or concerns for your clients’ taxes. Knowing how to reach out to the IRS for assistance is crucial for tax preparers seeking clarification or resolution to their issues. In this blog post, we will explore the three primary ways to contact the IRS and what steps to take if the standard systems don’t work.…

Read more about IRS Operation Hours: How to Reach the IRS and What to Do When You Can't

As tax season gets closer, providing a tax documents checklist to your clients is extraordinarily helpful. Helping them gather the appropriate information before you begin preparing tax returns saves a good deal of time in the long run, building rapport with your customer base and easing your own workload. Read our blog post to find out more.…

Read more about Navigating Information with a Tax Documents Checklist

Tax season can be a daunting time for many individuals and businesses, and the Internal Revenue Service (IRS) understands the importance of providing accessible assistance to address your inquiries. To help you navigate the intricacies of tax matters, we'll guide you through the various channels available for reaching the IRS and obtaining the information you need. Our blog post gives you all the details.…

Read more about How to Contact IRS Agents as a Tax Professional

Navigating identification numbers may seem complex, but it's essential for tax preparation. This discussion aims to make things clearer, breaking down the terminology and explaining the importance of different tax ID numbers. Read this post to find out more.…

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As tax season approaches, the importance of early access to tax software becomes increasingly evident for tax preparers. Beyond the convenience of having tools at your disposal sooner, there are numerous advantages that can significantly impact the efficiency and success of the tax preparation process. Read our latest blog post for more insight.…

Read more about 5 Ways Early Tax Software Access Supports Tax-Prep Success

The last few years brought remarkable changes in the individual and corporate tax return space. Our wealth management partner, Avantax, delves into the upcoming tax changes and their implications for tax returns and financial planning. This blog post will help you stay ahead of the curve and better serve your clients.…

Read more about Upcoming Tax Changes: Implications on Tax Returns and Financial Planning

The IRS is increasing maximum contribution amounts for 401(k) plans in 2024. Learn more about these changes and how to advise your clients on today’s blog by Bob Williams.…

Read more about Retirement Contribution Amounts Increased for 2024

It’s almost that time of year when tax professionals need to renew their Preparer Tax Identification Numbers (PTINs). This identification number expires annually on December 31st for paid tax professionals. Our blog post provides tips and tricks for PTIN renewal so you can hit the ground running for the new tax season.…

Read more about Time to Renew PTINs for 2024 Tax Season

Mistakes are inevitable, so why not be prepared? Learn how you can be proactive by obtaining Errors & Omissions Insurance. Thanks to our friend Steve Ferguson from the Business Insurance arm of Protection Plus for his contribution to this article.…

Read more about Errors and Omissions Insurance for Tax Preparers

Ready to take tax preparation to the next level? Learn our strategies for growth in our latest blog post. From leveraging cutting-edge tech to mastering marketing and client care, we've got your roadmap to growing your tax business covered.…

Read more about How To Grow Your Tax Business