Displaying: Misc

We Teach – Group Discount – AFTR

FOR NON-EXEMPT TAX PREPARERS nThe Annual Filing Tax Refresher (AFTR) course meets 6 of the 18 required continuing education credits of the IRS Annual Filing Season Program (AFSP) for Non-Exempt tax preparers. Exempt tax preparers may only need 15 credit hours to…

Full story 

Covid-19 Seminar

Course Features: n n n n Online, self-paced study n Reading and Reference Materials n Real world examples and applications n Surgent ITS Support by email n Final Exam n Automatic online grading with feedback n 2 hours of credit for Continuing…

Full story 

Working Virtually: IRS Tips to Keep Client Data Safe

At the beginning of the pandemic, almost every aspect of life was switched to online platforms including all things finance, accounting, and taxes. Six months later, we’re still performing several services remotely and cybersecurity especially is a concern most tax preparers and…

Full story 

Tax Office Operations Manual – PDF Download

This comprehensive manual outlines effective company policies and procedures and communicates them to your employees and clients. Help your staff understand your company’s philosophy to increase consistency in your operations. Includes an editable Word file and forms template so you may customize…

Full story 

Ways to Unplug After Tax Season [COVID Edition]

The extended tax season is finally over! While most people in the industry use this time to take a vacation and travel, that’s becoming a bit of a challenge during COVID times. Pandemic or not, if you’ve been knee deep in tax…

Full story 

How to Avoid COVID-19 Related Fraud

Fraud is a constant struggle in the tax world. We’ve seen natural disaster related fraud, identity theft, tax fraud, tax preparer fraud. Now we have one more to be vigilant about: COVID-19 scams. The IRS recently sent out a notice warning the…

Full story