What is a Refund Transfer and How Does it Work?
If you’re looking for a way to
offer more to your clients, refund transfers could be a valuable addition to
your tax preparation… Read more
Grow Your Tax Business
How Tax Preparers Can Improve Business Communication Etiquette
Communication etiquette is vital for tax preparers due to the personal nature of the industry. Strong communication skills… Read more
How to Hire Employees for Your Tax Business: Part 1
Have you ever had to turn down a client because you simply didn’t have the time or resources to prepare more returns? Have… Read more
5 Must Have Tax Prep Tools to Enhance Your Tax Practice
There’s no doubt that tax preparation software is your most
important tool as a tax preparer, but it’s not the only tax prep… Read more
How to Obtain and Renew Your PTIN
A Preparer Tax Identification Number (PTIN) is a unique number issued by the IRS. As a paid preparer, you are required to… Read more
How Tax Preparers Can Make Money Year-Round
If you’re just beginning to look into a career as a tax professional, you may only be familiar with part of what tax preparers… Read more