Build Better Client Relationships This Tax Season

Today is Get To Know Your Customers Day and tax season is next week. We thought today’s blog post would be a great time to talk about the importance of knowing your customers since you’re about to see all of them within the next few months! For tax preparers, really knowing your clients is important. On the […]

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Protect Yourself and Clients from Cybercrime this Tax Season

  Cybersecurity and Cybercrime are two terms you’re going to hear a lot in 2017. That’s because Cybercrime continues to be a growing threat to consumers and businesses. According to Verizon’s 2016 Data Breach Investigations Report, “No locale, no industry or organization is bulletproof when it comes to the compromise of data.” IBM President and CEO Ginni […]

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Should You Give Away Free Services and Information This Tax Season?

  Your time, talent, and knowledge are valuable commodities. This is why many professionals hesitate to give anything that involves those things away for free. But free does not equal loss. In some cases it can actually benefit or help grow your tax practice. Between our sister tax firm, Peoples Tax, and The Income Tax […]

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Get Social in 2017: A Social Media Checklist for Tax Preparers

The 2017 tax year is right around the corner. If you haven’t jumped on the social media train, you’re likely losing out to exposure and leads. Social media isn’t a magic bullet but it can have a huge impact on growth, reach, and exposure when combined with other marketing efforts this tax season. Here are some […]

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Be Nice.

The nice bot wants to make the internet a better place. And we love it! It tweeted Peoples Tax a few months ago and the message has stuck with us.   With all of the negativity in the world – especially on social media – the Nice Bot is a breath of fresh air. Being nice is […]

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Doing Your Due Diligence

The IRS takes due-diligence requirements very seriously. In fact, in order to prepare for the upcoming season this year, they sent letters to paid tax preparers whom they suspected were noncompliant in meeting their Earned Income Tax Credit (EITC) due-diligence requirements. According to The Journal of Accountancy, the IRS estimates that between 22% and 26% […]

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Important Items to Secure Before Tax Season

Are you ready for the upcoming season? If you haven’t renewed your PTIN then the answer is no. Anyone who prepares or helps prepare federal tax returns for compensation must have a valid Preparer Tax Identification Number (PTIN) from the IRS. The PTIN is an identifying number for a specific tax preparer on returns prepared. […]

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