Client Tax EducationHow to Help Your Clients with IRS Tax Witholding Adjustments No one likes to be surprised by an unexpected tax liability. Large refunds are more welcome, but they also mean your client… Read more
Client Tax Education8 Military Benefits Your Tax Clients Should Know About If you run a tax preparation business near a U.S. military base or serve veterans, make sure you know about military tax benefits.… Read more
Client Tax EducationForm 1023 Application Instructions: Tax-Exempt Guide for Preparers So, your client is starting a nonprofit organization, maybe a local community orchestra, or perhaps a program that provides… Read more
Client Tax EducationEverything Your Clients Need to Know about ITINs The Individual Tax Identification Number allows people in the U.S. without Social Security numbers to pay taxes regardless… Read more
Client Tax EducationWhat Tax Preparers Should Know About ID.me In June 2023, the IRS officially transitioned to using ID.me to verify taxpayers’ identities before providing… Read more
Client Tax EducationSmall Business Taxes: How to File When Employing Family Many small businesses are family businesses. So, if you file taxes for small business clients, you should be prepared to… Read more