Tax season can be a stressful time for many preparers. The added pressure of an approaching deadline can sometimes cause even the most meticulous minds to overlook a filing mistake. With careful attention to detail however, you can avoid common errors that could potentially delay refunds or even trigger an audit. Find our full list of common mistakes to look for in this blog post.…

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In today's competitive landscape, marketing your tax firm is more critical than ever. With the advent of digital technology, tax preparers face both challenges and opportunities in reaching their target audience. This comprehensive guide is designed to help tax professionals navigate the complexities of marketing their services effectively. By incorporating these strategies, your firm can enhance its visibility, attract more clients, and establish a stronger brand presence in the tax preparation industry. Read more in the full post.…

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In an era where identity theft is increasingly targeting tax professionals, the urgency for comprehensive security measures has never been more pronounced. The Internal Revenue Service (IRS), in collaboration with its Summit partners, is at the forefront of advocating for robust protective strategies within the tax community. Read the full post for the latest on how the IRS and partners are combating this threat.…

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Many businesses, enticed by misleading information, have found themselves unwittingly in non-compliance with ERC regulations. The IRS has urged tax preparers to act soon to verify their compliance, emphasizing the need for proactive review and correction. Read our full post for more important news on this tax topic.…

Read more about ERC Voluntary Disclosure Program Deadline is March 22

As the tax landscape evolves and complexities abound, tax preparers face the constant challenge of staying abreast of the latest regulations and practices. For Enrolled Agents (EAs), maintaining their status with the federal government necessitates adherence to stringent Continuing Professional Education (CPE) requirements outlined by the Internal Revenue Service (IRS). In this blog post, we'll delve into the specifics of these requirements, shedding light on what it takes to remain compliant and proficient in the ever-changing realm of tax preparation.…

Read more about Navigating IRS CPE Requirements: A Guide for Tax Preparers

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.…

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Tax season is in full swing, and with it comes a surge in scams targeting tax professionals. The Internal Revenue Service (IRS) and Security Summit partners have issued a warning for tax preparers about a new email scam. Read more to ensure your firm is prepared for these situations.…

Read more about IRS Warns Tax Preparers of EFIN Documentation Scam

Tax preparers understand the importance of efficiency, accuracy, and affordability when choosing professional tax preparation software. With tax laws constantly evolving and client needs varying, having the right tools at your disposal is paramount to success. To dive deeper into these topics read our full blog post.…

Read more about Which Tax Prep Software Package is Right for You?

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.…

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The Employee Retention Credit (ERC), initially introduced as part of the CARES Act in 2020 and extended through subsequent legislation, aims to provide financial relief to businesses impacted by the COVID-19 pandemic. However, claiming this credit requires adherence to specific criteria outlined by the IRS. In light of this, the IRS has issued a reminder urging businesses to review their qualifications for the ERC diligently. Read the rest of our latest blog post to find out more on this topic.…

Read more about Victims of ERC Fraud Can Use Voluntary Disclosure Program Through March 22