Get Ready for Tax Season with These Checklists!

Today is National Checklists Day so we are celebrating by compiling all of the checklists you’ll need to prepare you for this coming season. Whether you’re a student, a tax preparer, a tax business owner, or looking to start a business – we’ve got a checklist for you!   Looking to Get Into Tax Preparation? […]

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What is the Next Step After the Comprehensive Course?

If you’ve already completed our Comprehensive Tax Course, congrats! If you’re currently working through it or just considering taking it, you might be asking yourself what’s next? Completion of our Comprehensive Tax Course means that you’ve learned how to prepare taxes for most Form 1040 individuals, non-business taxpayers and small business taxpayers (self-employed/Schedule C). You’ve […]

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Class Action Lawsuit Against the IRS for PTIN Fees

The IRS’ authority is once again being questioned. This time it’s over the Preparer Tax Identification Number (PTIN) fees that you are required to pay annually in order to prepare returns for compensation. This class action lawsuit is being filed by a pair of CPAs: Adam Steele of Bemidji of Minnesota and Brittany Montrois of […]

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How to Reduce Your Turnover In a Seasonal Job Market

We recently got a great question on our Facebook page about turnover at tax offices. “Many of the tax offices seems to have to recruit and train preparers every season, why the turnover?” This person is correct in thinking that tax offices have a high turnover because frankly, most of them do! The reason for […]

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A Sneak Peak At What’s Covered in the IRS Annual Federal Tax Refresher Course

  If you are an unenrolled tax preparer, you are most likely weighing your options on whether or not to take the Annual Federal Tax Refresher Course (AFTR). You’re probably also wondering what you’ll learn and be tested on. The AFTR is a six-hour course that ends in a 100 question exam to test you […]

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Tax Pros: Are You Ready To Go Back to School?

The kids are going back to school today, which means you should too! As a tax preparer there are certain Continuing Education requirements you must meet and a new certification program from the IRS you should consider if you are an unenrolled preparer. Plus, learning to prepare more complicated tax returns will make you more […]

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The Ultimate Marketing Plan Checklist For Tax Season Readiness

Have you developed your marketing plan for this coming tax season yet? Now is the time to start brainstorming and putting the pieces together for continued growth in 2015. If you’re not sure where to start, or just need some prompts, here is a checklist of things you should cover in your 2015 tax business […]

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