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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
In late October, the IRS announced that it was time for all tax preparers to renew their Preparer Tax Identification Numbers. Here’s a quick guide
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
There are many good reasons to consider adding tax resolution services to your practice. In addition to the satisfaction of helping your clients through a
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 it’s about to get real. 2020 was perhaps the most unpredictable year of our lifetimes. As a tax pro, you
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,