Tax Business TipsHow to Protect Yourself from Phishing: Tax Preparer’s Guide Spear phishing is a type of “social engineering” attack that fools people into revealing logins, passwords, and other… Read more
Tax Business TipsGuide to Creating a Data Security Plan for Tax Preparers By law, all tax preparers are required to create and implement a Written Information Security Plan (WISP) to protect clients’… Read more
Tax Business TipsWorkflow Optimization Tips for Tax Preparers During tax season, you may struggle to find time for administrative tasks when you’re busy filing your clients’ returns.… Read more
Tax Business TipsRetirement Planning Tips for Tax Preparers Whether you’re decades away from retirement or hoping to retire in the next few years, there are always steps you can take… Read more
Tax Business TipsHow to Hire Tax Preparer Employees for Your Tax Business 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
Tax Business TipsHow to Market Your Tax Business on Social Media Tax season is over; you’ve turned off the lights, and placed the closed sign on the door. Your customers will not see you again… Read more