How can clients trust your commitment to their confidentiality? For tax preparers, one of the best ways to showcase your protective security measures is through a specific and thorough privacy policy. We’d love to partner with you to help curate a privacy policy that honors your valued clients and complies with federal laws. Check our latest post for more information on how to make it happen!…
For years, industry experts have been calling for tax professionals to use various hardware and software technologies – CRM tools, document management systems, workflow and productivity software, and paperless technologies – to stay competitive and profitable.…
Read more about Crossing the Digital Divide with Your Tax Practice
While growing up in Jacksonville, North Carolina, Gary Boykin was first introduced to tax preparation at the age of four: “I remember running around the dining room where my dad was working on a…
Read more about Gary Boykin, EA: Tax Prep is a Family Tradition
Every year, the National Taxpayer Advocate, Nina Olson, submits a report to Congress on how she rates the performance of the Internal Revenue Service from a taxpayer’s perspective. Federal law…
Read more about National Taxpayer Advocate Report Good News, Bad News for IRS
National Taxpayer Advocate Nina Olson says it’s time to make the American income tax code a simpler kind of beast. Olson, in her 2016 annual report to Congress, outlined a number of recommendations aimed at the income tax system in general and the IRS specifically.…
Read more about Taxpayer Advocate Calls for Simpler Tax Code
Nina E. Olson, the National Taxpayer Advocate, released her 2016 annual report to Congress this week. In it, Olson urges lawmakers to simplify the tax code and callas on IRS to adopt a “taxpayer-centric focus” in its “Future State” plan.…
While it may be difficult to get you clients' attention during the busy holiday season, it can be well worth their time. Here are five things to talk to clients about before this year ends:…
The IRS Future State Plan features prominently in the first volume of yesterday’s Fiscal Year 2017 Objectives Report to Congress from National Taxpayer Advocate Nina Olson. Three subjects of the…
