3 Tips for Tax Preparers During the COVID-19 Outbreak

The COVID-19 outbreak is impacting businesses of all kinds, including tax preparation. Most preparers file their client’s taxes from a physical office location, often with the client in the room with them. While many companies are moving to remote work, it leaves tax preparers with questions. How do I communicate these changes to my clients? How do I prepare…

8 Tax Questions Your Clients May Ask in 2020

After your client’s return has been e-filed, they may have some questions. For example, they may want to know how long they have to wait for their refund, or how to avoid a surprise at tax time next year. They will probably want to know how long they have to wait for their refund, where their return goes after you submit it, how they…

Coronavirus: Tax Updates for Tax Preparers

This article was last updated at 9 a.m. EST on Monday, March 23, 2020. The IRS officially announced that Tax Day is now July 15th. Because of the outbreak of COVID-19, many individuals are staying home, working remotely, and even avoiding social contact. As a professional tax preparer, you may be wondering how this will impact your…

What to Expect When You Go from Tax Preparer to Tax Business Owner

Even if you’ve worked for years as an employed tax preparer, running your own practice will be a whole new adventure.  From landing your first client to running multiple offices, these are some of the changes you’ll deal with as you grow from an employee to a business owner In the Early Stages Getting Your Own EFIN Now that you’re on your own, you won’t be able to use…


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