Get your copy of The Smart Tax Pro’s Guide to Building and Marketing a Thriving PracticeAre you a tax professional looking to grow your client base, retain loyal customers, and make your firm stand…

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From updated deductions to child tax credits and much more, make your tax season a little easier with our 2024 desk reference guide. Download the free tax reference guide today.…

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The last thing you want is to become the next headline in a cybersecurity breach. Get ten tips that can help keep your tax business safe. Learn more and download our latest checklist.…

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As the tax season comes to a close, tax preparers often find themselves catching their breath after the flurry of activity. It's a time to reflect on the past months' work, evaluate successes and challenges, and consider how to improve for the future. Tax preparers can use end-of-season surveys, comprehensive reviews, and staffing evaluations to set their practices up for success. Continue reading for all our strategy suggestions.…

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You’ve heard the names of the top firms in tax preparation.  The firms that have proven successful despite competition, ever-changing tax regulations, compliance requirements, and proposals for…

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