If you plan on taking a professional certification exam or continuing education (CE) course, you’ll need to put in a lot of study hours. For tax professionals who have been out of school for a while, getting back into the study habit…
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Tips for conducting an effective tax client interview
A correct tax return might be the main reason your clients come to you, but they should expect much more. The service you provide should extend beyond the numbers and connect directly with the people you’re helping. It doesn’t matter if they’re…
Marketing strategies to prepare your business for tax season
When it comes to taxes, 2022 was a crazy year. That’s why it’s so important to start prepping for 2023 now to ensure you get the most business out of the season. Taxpayers continue to focus on digital solutions, and there are…
Best practices for answering the phone at your tax business
When a client has an issue or wants to learn more about the services you provide, all the digital tools in the world cannot replace speaking to a real person. It doesn’t matter how comprehensive your website is or how advanced your…
How to make money year-round as a tax preparer
For many new tax preparers – and those who have considered entering the field – one of the main concerns is how they can make money year-round from a job that’s typically seasonal work. Let’s take a look at what options you…
Tips for CTEC registration and renewal for tax preparers in California
What does CTEC mean? Who are exempt tax preparers in California? Exempt preparers include: California Certified Public Accountants (CPAs) Enrolled Agents (EAs) Attorneys who are members of the California State Bar Specified banking or trust officials Learn more at the CTEC website…
Summer is a great time to enhance your tax prep career
Tax season may be behind us, but sure as the sun, it will come around again. Whether you were rookie or veteran this past tax season, consider investing in continuing education (CE) courses to enhance your knowledge base. Taking the time to…
What is an Enrolled Agent?
Becoming an enrolled agent can transform your tax prep career The world of federal taxes is complex. When individual and business taxpayers need to navigate this rocky turf, it helps to have someone on their side who knows the territory. Enter the…
Why You Should Become a Chartered Tax Professional
Becoming a tax preparer has many benefits. You get to enjoy a flexible career, no cap on your income, and even holidays and summers free for many preparers! But if you really want to take your career to the next level, you’ll…
Surgent Income Tax School Now Offers Digital Badging
Exciting news! Surgent Income Tax School now offers digital badges for some of our key programs, through Credly, a market leader in the digital credentialing space! A Free, Shareable Way to Market Your Skills Surgent Income Tax School’s core tax training programs…
Back to School Tips for Online Learning Success
Going back to school as an adult can be exciting, but it may also seem scary, demanding, and even stressful. Here are some strategies and tips if you’ve decided to go back to school to ensure your success. Have a designated space…
9 Tax Preparer Myths Busted
There are a lot of myths out there about tax professionals. We’re boring, it takes a long time to become one, we love math… These are lies! It’s time to tell the truth about tax preparers, and what it takes to become…