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Practical resources for tax professionals and tax preparers, covering professional requirements, practice operations, client service, tax season challenges, tax resolution, and ways to build a stronger practice.
Are you a CPA, tax professional, or enrolled agent looking to establish yourself as a trusted local advisor? If so, it’s time to consider starting
For many CPAs, Enrolled Agents, and other tax professionals, the first part of the year is synonymous with long hours, tight deadlines, and a significant
The Centralized Authorization File (CAF number) is a database that the Internal Revenue Service uses to manage information regarding professionals appointed to act on behalf
Benjamin Franklin said it best, “Time is money.” If you are lagging behind on your tax business’s workflow, then it’s time to explore effective time
Many people, who are not tech enthusiasts, don’t readily embrace new software. In fact, the thought of upgrades can cause anxiety. All of the steps involved
If you’re struggling to keep up with this chaotic tax season, you’re not alone. Just about every tax professional feels overworked and underappreciated around this
Tax season is here—and clients who owe can be caught off guard. As a tax pro, your job is to help them file on time,
Did you know a taxpayer can authorize anyone to help them resolve their debt with the IRS? That’s right—no matter what your tax preparer status,
Financial hardship can hit clients for many reasons—and when debt starts piling up, bankruptcy may become part of the conversation. As tax professionals, we’re in
As a CPA, tax professional, or enrolled agent, your earning potential is a critical aspect of your career growth. Tax season may not be the