Digital Assets and Virtual Currency: What Your Tax Clients Need to Know
The IRS introduced a new term this tax season, “digital assets,” replacing the previous term, “virtual… Read more
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The Tax Preparer’s Guide to Avoiding Burnout During Tax Season
There’s no doubt that tax season can be stressful. Ideally, efficient workflows and healthy boundaries help stress feel… Read more
9 Things Your Tax Clients Should Know About Passive Activity Income and Taxes
Passive income streams are becoming more and more common. As people turn to passive income activities to help support their… Read more
Tax Preparers – Here’s How the Inflation Reduction Act Could Impact You
President Biden passed the Inflation Reduction Act of 2022 in August. It was not a major tax reform but did include updates… Read more
5 Things to Consider Adding to Your Tax Business Marketing Plan
With tax season a few months away, now is the perfect time to ramp up your marketing plan. We’ve rounded up our favorite ideas… Read more
Step-by-step Guide on Creating a Data Security Plan for Your Tax Business
By law, all tax preparers are required to create and implement a Written Information Security Plan (WISP) to protect clients’… Read more