TaxSlayer Pro Blog Team, Author at TaxSlayer Pro's Blog for Professional Tax Preparers

A CPA considers keeping her credential as she faces retirement

Tax Tips

TaxSlayer Pro Blog Team August 12, 2020

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Before Retiring Your CPA Status, Consider Tax Preparation

With a successful career behind you and retirement ahead, you may feel ready to let go of your CPA status. But keeping your CPA credential active after retirement offers options that you wouldn’t have otherwise. Reasons you may want to keep your CPA status More options in retirement Before you officially take on the CPA-Retired or CPA-Inactive designation,…

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A tax preparer sits at a computer and speaks on the phone with a client

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TaxSlayer Pro Blog Team July 31, 2020

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What Does a Tax Preparer Do?

If you’ve ever considered a career in tax preparation, you’ve likely wondered exactly what professional tax preparers do, what credentials they need, and how to become one. In this post, we answer some of the most common questions about becoming a tax preparer, showing you just how simple it can be to start your career as a tax professional. Basics of Tax…

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Tax preparers may need different types of insurance, depending on their circumstances

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TaxSlayer Pro Blog Team July 31, 2020

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Tax Preparer Business Insurance Checklist

The following article was written by The Editorial Staff at CyberPolicy and contributed for use on the TaxSlayer Pro blog. Many tax preparers are surprised by the liability exposure that the industry faces. Lawsuit and litigation are very real threats to tax preparers; a single claim has the potential to fold a business. Fortunately, there are many options…

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A tax preparer sends a client an email about audit questions

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TaxSlayer Pro Blog Team July 30, 2020

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What to Expect in a State vs. a Federal Audit

If your tax client is being audited by the IRS, their state’s Department of Revenue, or both, they’ll likely have questions for you about the differences between state and federal audits and what they should expect. To help your clients feel prepared for the process, here’s how you can answer some of their top five most frequently asked questions.…

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A tax preparer in front of a desktop sets up automated tasks

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TaxSlayer Pro Blog Team July 23, 2020

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10 Tasks You Can Automate to Save Time

Looking for ways to save time and simplify the day-to-day tasks of your tax business? You have a host of user-friendly, affordable tech at your fingertips that can help. Here are 11 ways your tax business can go digital and save time. Answering the phone Automated phone answering can ensure that your clients get a prompt, professional answer to every call and…

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Before Retiring Your CPA Status, Consider Tax Preparation

What Does a Tax Preparer Do?

Tax Preparer Business Insurance Checklist

What to Expect in a State vs. a Federal Audit

10 Tasks You Can Automate to Save Time

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