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…
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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…
Top 6 Things To Do if You Want to Start a Tax Business
If you’re thinking about starting a tax business, here are the top things you’ll want to do to get started. Step 1: Take a solid foundational tax course If you’ve prepared tax returns for friends and family but have never taken a…
A Career in Tax Prep – The Land of Opportunity
Tax return preparers are in high demand right now. If you have a high school diploma or the equivalent, great attention to detail, understand basic math equations, can handle several projects at one time, and are a good communicator, you have what…
Tax Preparation is a Perfect Option for Gig Workers
Maybe you’re a gig worker and don’t even know it! In case you’re not familiar, a gig worker is someone who takes hourly or part-time jobs doing anything and everything from catering, to delivery driver, to marketing, to technology, to construction, among…
6 Signs You’re Ready for a Career Change
With all the changes in the last 18 months, you may find yourself wanting more, something different, looking for a new career. Here are some signs that you might be ready for a career change, and why tax preparation might be just…
Conducting a Thorough Tax Client Interview
Your clients expect and deserve much more than just a correct tax return. That is a given. Clients will only choose you over other options if you provide a positive experience and added value. Making the experience positive and adding value requires…
Identify Your Mission and Commit to It
If you’re thinking of starting your own business, you’ll want to take some time and think about why you want to do it. Write down ALL the reasons – personal, professional, financial, and anything else you can think of. Keep these reasons…
Learn Something New This Summer
Summer is here and if you’re like most people, you’re thinking about relaxing at the beach or pool…soaking in the sun and enjoying BBQs with friends. But if you’re looking to get ahead, now is the perfect time to consider taking some…
Now is the perfect time to start a tax business!
Demand for tax preparers If you’ve ever thought about getting into the tax business, now is the time! The demand for tax preparers is real and it’s growing! With baby boomers reaching retirement age, many preparers are selling their businesses and/or relinquishing…