NON-CALIFORNIA RESIDENTS: for the standard federal version of this course, click here. n n nn nnThe 2023 Comprehensive Tax Course is available now and is better than ever.n n More video content than ever before for you to learn directly from Surgent’s expert…
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We Teach – Group Discount – Comprehensive Tax Course
The 2023 Comprehensive Tax Course is available now and is better than ever. n n n More video content than ever before for you to learn directly from Surgent’s expert team of tax professionals. n Plus more new, revised content coming very…
Plan Now to Make Tax Season Easier for You and Your Clients
Right now, you have a small window of time between when summer ends and before the holidays begin to grab the attention of your clients and get yourself prepared for what will undoubtedly be a wild tax season. This upcoming tax season…
Are You Building a Brand for Your Tax Preparation Business?
How polished is your brand? Do you have a sense of your brand identity? It seems like something only big companies with fun services and products have. But that’s not true. Every company needs a brand identity – it’s how your audience…
Do You Have What it Takes to Own Your Own Tax Business?
Have you been dreaming of flexibility? Of being your own boss… Setting your own hours… and owning your own business? It’s true, business ownership is not for everyone. But it’s also not as out of reach as you may think. Everyone is…
How to Pass the CPA Exam
We’re excited to announce a new partnership with Exam Matrix that gives us the opportunity to help students further their careers by preparing them for the CPA Exam! A CPA is different from an EA or tax preparer. CPAs are accountants, they…
Tax Talk: July Tax News Roundup
Are you helping your clients stay informed of the latest tax happenings? Newsworthy tax stories occur year-round, and the off-season is no exception. If you’re feeling out of the loop, we’ve got good news! We rounded up the biggest tax stories from…
Want to Pass the Enrolled Agents Exam? We’ve Got What You Need
If you’re like so many tax professionals out there, you’ve been doing taxes for a while and feel like you really know your stuff. However, you haven’t yet obtained the ultimate tax professional credential: Enrolled Agent status. Yeah, it’s a really big…
5 Summer Tasks To Help Grow Your Business
Summer is full swing! While many tax pros are soaking up some well-deserved sun after a busy tax season, many are also using this time to grow their business. Whether you’re reading this blog post at the beach, on vacation, or even…
Don’t Let Your Clients Get Phished. Educate Them
‘Tis the season for IRS letters – and they send them by the millions. What the IRS doesn’t do is call, text, or email taxpayers demanding payment or financial information. Unfortunately, many taxpayers don’t know that. When faced with threatening and urgent…
It’s IRS Tax Forum Season!
Summer is here! For some that means vacation. For tax professionals that means tax forums. Our team is geared up and ready to attend a few of the tax forums this season. And you should too. The IRS Tax Forums are a…
Are You Talking to Clients About the New For W4?
As you know, this year we welcomed a new Form W-4 with the new tax law. While the IRS is not requiring employers to obtain new W-4s from employees, it’s definitely something employers need to be aware of. Your W-4 is what…