Whether you’re looking to work part time throughout the year or full time for a few months during the busy season, a career in tax preparation can be flexible and rewarding work. Tax preparation is a great home-based business for many types…
Displaying: Recent Posts
Professional Networking Tips for Tax Professionals
When it’s time to launch your career, they hand you a networking card. It gets you into any virtual or in-person gathering and helps you leave with a big stack of business contacts. No? Sorry about that. Maybe a networking card will…
What You Need to Know About The IRS Annual Filing Season Program
It might come as a shock to learn that tax preparers are not federally regulated. You need a license to cut someone’s hair, but in most places within the U.S., you don’t need a license to prepare someone’s tax return. Despite this,…
The Value of Your Current Clients
Naturally as a tax business owner or preparer, you want to grow your client list. But gaining new clients without retaining current or past clients does not equal growth. In fact, it’s a bad sign when past clients don’t return year after…
5 Tips (and 4 Warnings) for Starting Your Own Business While Holding Down a Job
It’s the age-old dilemma: You want to start your own business – a full-time job itself – but you need your current job for income. It’s hard to take that leap of faith knowing that if you leave your current job, you…
Pricing Your Services
The cost of preparing any tax return can vary dramatically among tax preparers. IRS law prohibits tax preparers from basing their fees on the amount of tax refund realized by the client. Many tax preparers charge by the hour, others operate from…
Social Media Guide for Tax Business Owners
Have you been promoting your tax business on social media? If not, you should be. It has been estimated that the average person spends nearly two and a half hours on social media every day. That’s a lot of screen time your business…
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…
Tax Office Site Selection: 7 Things to Consider
If you’re thinking of moving into a brick and mortar space this coming tax season or want to increase your volume by expanding, it’s time to start planning where your new office(s) will be. Office site selection is something that takes time…
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…