How to Recognize and Avoid Fraud for Tax Preparers
Scammers who target tax professionals typically have the same goal: gain access to your information so that they can access… Read more
How to Recession-Proof Your Tax Business
In a dynamic market, small business owners continuously find ways to strengthen their operations and resilience to ensure… Read more
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