With a new president and GOP control of the House and Senate, we've created an overview of what may happen and how to prepare for 2025 tax season. Read more.…
Read more about Preparing for Policy Changes Ahead of the 2025 Tax Season
Navigating AI, Compliance, and Tax Credits in the Evolving Tax Landscape…
Read more about Tax Year 2024 Updates: Essential Insights for Tax Professionals
We’re teaming up with Community Tax, a leading provider of tax resolution services. Learn more about Community Tax and the tax debt solutions that can be offered to taxpayers.…
Read more about Help Taxpayers Settle their IRS Debts with Community Tax
Are your clients aware that making energy-efficient upgrades to their homes could translate into significant tax savings? These credits, expanded by the Inflation Reduction Act of 2022, offer incentives to homeowners and renters alike for investing in energy improvements. Continue reading for more information on reducing tax payments.…
Read more about Home Energy Credits Can Help Maximize Client Tax Savings
Client retention is key to the long-term success of any tax preparation business. Keeping clients happy and loyal contributes to a steady revenue stream and helps build a strong reputation. Click for the full post which contains more strategies for client partnerships.…
Read more about Boosting Client Retention: Essential Tips for Tax Preparation Businesses
In this second installment of our overview of the 2024 Dirty Dozen, we look at the stern warnings issued by the IRS regarding scammers who promote schemes designed to evade taxes, scams targeting the wealthy, and dubious social media advice. Continue reading to help prepare your practice against tax scams and schemes.…
Read more about Tax Fraud and Scams Online and Offshore: The IRS Dirty Dozen, Part 2
In the highly competitive tax preparation industry, staying ahead of the curve is not just about keeping up with the latest tax laws and software. It requires a nuanced understanding of client needs and preferences. By leveraging this understanding, tax preparers can adapt their strategies, differentiate their services, and maintain a competitive edge in the industry. Here’s how:…
Read more about Staying Ahead of the Tax Preparation Competition
Here's how tax preparers can prioritize and understand client satisfaction, gain valuable performance insights, and impact business growth and reputation.…
Read more about Measuring and Enhancing Tax Prep Client Satisfaction
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.…
Read more about Supercharge Your Tax Practice with End-of-Season Strategies
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
