Tax Season Ready

A Preparer Tax Identification Number (PTIN) is a unique number issued by the IRS. As a paid preparer, you are required to have a PTIN, and it must be renewed every year prior to the start of the tax season. Here is a quick guide to the steps, requirements, and costs associated with applying for and renewing your PTIN. Who needs a PTIN? A PTIN is required for anyone who…

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 do – filing returns for individuals in tax season – leaving you with questions about how tax professionals make a living the rest of the year. Do tax preparers work year round? How do tax preparers earn money in the off-season?  The answers…

No matter how many employees you have, your tax practice can benefit from timely internal training. The advantages of internal training include increased efficiency, less stress and confusion for your staff, and a more positive work environment.  Here are common internal training topics that can help you run your practice and manage your employees…