The Internal Revenue Service (IRS) recently launched its annual Dirty Dozen list, highlighting the most prevalent schemes aimed at stealing personal and financial data. To review this list of fraudulent activity, we will look at six of the twelve scams in detail. Click the article to read more.…

Read more about Protecting Your Clients and Yourself: IRS's Annual Dirty Dozen Scams, Part 1

In the digital age, having a robust online presence is indispensable for any business, and tax firms are no exception. A well-crafted website serves as the cornerstone of your firm's digital identity, providing a platform to showcase your expertise, attract new clients, and offer valuable resources to your existing clientele. This comprehensive guide will walk you through the steps of building an effective website for your tax firm, emphasizing professional best practices, user experience, and SEO strategies to enhance your online visibility. Continue to our full post for more information on building a website.…

Read more about Building a Website for Your Tax Firm: A Comprehensive Guide

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.…

Read more about Common Tax Filing Errors to Avoid

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.…

Read more about The Essential Guide to Marketing Your Tax Firm

Choosing tax-preparation software is a critical part of your pre-filing season checklist. Whether you renew or switch providers, the ritual rarely changes: purchase your software, review new features, and train staff. But did you know that you might not have to pay up front?…

Read more about What is Software Purchase Assistance?

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.…

Read more about Safeguarding Against Identity Theft for Tax Professionals

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.…

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

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