What’s in store for the 2016 tax season? While we don’t have a crystal ball that sees into the future, we have been following IRS updates, tax industry news, and other sources that can paint a pretty good picture of what tax…
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5 New Year’s Resolutions To Make Your Tax Season The Best One Yet
It’s almost that time… No not the new year, tax time! Hopefully you’ve all had a restful, relaxing holiday season and are ready for the start of the tax season. Don’t leave your New Year’s resolutions to personal growth, make some for…
What Are You Thankful For?
It’s that time of year when we gorge on delicious foods, gather with family and try not to think about taxes or the upcoming tax season. This is the time of year that we look inward and think about the things that…
Is Your Team Ready For Tax Season?
The holiday season is almost upon us, which means tax season is around the corner. Are you prepping employees and staff for the upcoming season? There’s a lot to prepare for – especially if you have a staff! You may think you…
What to Know About Filing Same-Sex Marriage Returns
Thanks to the Supreme Court ruling that state bans on same-sex marriages are unconstitutional, this coming tax year will be the first year that Gay and Lesbian couples can file jointly as married couples. So what does that mean for us as…
5 Changes to the Tax Code You Should Know About
New tax laws here. New tax laws there. Congress seems to be adding tax code provisions and laws to new bills that have nothing to do with taxes. There have been a lot of updates and rulings these past couple of months.…
The Advantages of taking the Chartered Tax Professional Certificate Program
We’ve been discussing credentials on the blog a lot lately. The IRS is dead set on regulating tax preparers to reduce errors and fraud; and taxpayers are being warned constantly by the IRS and the media about who they choose to prepare…
Expanding Your Target Market with Continuing Education
Being able to do taxes for the general public is a great first start – it’s a huge market to serve! But not everyone has general tax needs. Those who have a unique tax situation or more complicated returns look to rely…
How to Deal With Your First IRS Audit
It’s bound to happen. Your client gets a letter from the IRS — they’re being audited. As we said in a previous blog, most taxpayers don’t want to deal with the IRS. That’s where you swoop in to save the day, right?…
Plan Ahead to Train and Staff for Next Year
In your evaluation of tax season this year, did you discover some staffing needs for next year? Onboarding and training new staff is an important process that should be planned for way ahead of time – especially if you plan to train…
Keep Business Coming After the Deadline
Sure, business declines after April 15, but it doesn’t have to end. Besides the late filers, there are other opportunities to gain business after tax season. Here are some ideas to help keep business coming in after the 15. Amended Returns There…
Last-Minute Outreach Ideas to Get Clients in Before Tax Deadline
We’re down to the wire. It’s almost April 15 and you’ve got some clients who haven’t even called to make an appointment. There are also lots of taxpayers out there who haven’t filed their taxes yet who could be new clients. So…