To ease the complex and time-consuming process of tax preparation, tax preparers have turned to technology-driven solutions that simplify and automate various aspects of tax preparation. In this article, we will explore some tax help software tools designed specifically for tax preparers and highlight The TaxBook as a valuable resource in this domain.…
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!…
New research has found that the latest version of the U.S. estate tax fails in its job to tax large estates in an efficient and equitable manner, allowing the wealthiest estates to pass to heirs with an effective tax rate of just 2%.…
Read more about Research Finds Inheritance a Major Windfall for the Very Wealthy
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:…
