In the fast-paced world of tax preparation, providing exceptional service goes beyond just filling out forms and crunching numbers. It's about creating a seamless experience for clients from start to finish, including how they pay for your services. In today's digital age, offering multiple payment options can make a significant difference in client satisfaction and business success. Click here for the full piece.…

Read more about Benefits of Offering Multiple Payment Options as a Tax Preparer

If you are a tax accountant or want to become one, the many different types of tax preparers can feel overwhelming. How do you choose the right one for your workflow and tax firm? Let’s look at different tax agents to see which category best fits your needs and goals. Read the full blog post by clicking here.…

Read more about What Are the Different Kinds of Tax Preparers

Ready to set up a successful social media strategy for your firm? In this post we review the essentials, from choosing the right platforms to avoiding those common slip-ups. Click here to read more.…

Read more about Mastering Social Media: A Guide for Tax Pros

So you’re thinking about becoming a tax preparer. How much does it cost to file taxes, anyway? How much should you charge? What sort of schooling or credentials do you need to get? We answer these questions in our latest blog post on the steps to becoming a tax preparer.…

Read more about How to Become a Tax Preparer: Accreditation, Pricing, and More

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.…

Read more about How to Get a Tax ID Number

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