The way we work is changing drastically. The recent crisis has expedited that change, forcing everyone to figure out how to transition from a physical work environment to a virtual one. Tax preparation is no different. If you’re thinking of starting your…
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A Great Career Choice for Military Spouses
In normal times, it can be hard for military spouses to find meaningful work that can transfer when orders are given to relocate. Now with the COVID-19 pandemic, people are losing their jobs, and we’ve not even seen the worst of it…
Responding to the COVID-19 Crisis
We’re facing uncertain times right now as the Corona Virus spreads. Events are cancelled, businesses are closing, and travel has definitely slowed. It’s still tax season, however and millions of Americans still need to file. As we think about how to move…
10 Social Media Content Ideas for Tax Preparers
You may be a pro at filling out forms and filing taxes for even the most complicated returns. But actually doing the work is only one part of being a tax business owner. You’ve also got to figure out how to get…
Beware of Malware
As tax preparers and keepers of important information, there’s a lot to be vigilant about during tax season. Fraudsters, phishing scams, and identity theft all top the list. Here’s another thing to be wary of: Malware. Malware is designed to gain access…
How to Seek and Seize Opportunities to Generate PR
In the world of marketing there are three types of media: Owned, Paid, and Earned. Owned media consists of branded content created by your company, about your company (articles, graphics, posts, etc.). Paid media is advertising you pay for to gain reach…
5 Pioneering Black Figures in the Finance and Accounting Industries
February is Black History Month, a time to bring awareness to the many contributions Black Americans have made throughout our history despite institution and overt racism among other barriers. Here are five Black figures from history who paved the way for other…
What Should You Include In Your Tax Office Personnel Manual?
Bringing a new employee on board is always exciting – whether it’s the first time or the 100th time. You’ve vetted your candidate and are confident that they will be an invaluable asset to your team. Shaking their hands and showing them…
Tax Preparer Fraud
Phishing, phone scams, identity theft… there’s so much to be vigilant against during the tax season. But one thing we as tax preparers need to be wary of – and warn others about – is tax preparer fraud. As tax preparers, we…
Tax Laws and Updates to Know Before the 2020 Filing Season
Tax season is almost upon us! Have you read up on the new laws and changes that will affect clients? Here are some things to know going into the season. Further Consolidated Appropriations Act In order to avoid a government shutdown, the…
Beginning of the Year Checklist for Tax Entrepreneurs
The beginning of the year for every entrepreneur signals a fresh start. New beginnings, new goals, resolutions, habit changes… And of course, a long list of tasks. For tax professionals, the beginning of the year is a frantic one as you are…
Prep tax clients with these great resources from the IRS
Happy New Year! It’s January 2020. Have you been prepping your clients for the upcoming tax season? Good the news. The IRS has some great resources that you can use to get in front of clients to get them prepped and ready…