How to Obtain and Renew Your PTIN
As a professional tax preparer, you must have a Preparer Tax Identification Number (PTIN) from the IRS to perform paid tax… Read more
How to Help Clients Send Tax Documents Securely
Safeguarding sensitive client data is paramount for tax professionals. Understanding how to send tax documents securely, … Read more
Do Tax Preparers Need Professional Liability Insurance?
Is your tax preparation business prepared to face a lawsuit? Even though you strive for accuracy on every return, mistakes… Read more
IRS Direct File vs. Tax Preparer: How Your Business Compares
The IRS Direct File service is a new tax tool that allows some eligible taxpayers to prepare and file their federal tax returns… Read more
How to Prepare for the 2024 Tax Season
As you gear up for the new tax season, you’ll need to decide how and where you plan to work this year to accommodate the needs… Read more
How to Prepare for Tax Season: 6 Tips for Success
Whether you’ve run your tax preparation business for one year or ten, you know every tax season brings several months of… Read more