If you are an individual tax preparer, or just starting your tax preparation business, the question of whether or not to work from home may be on your mind more often than not. Working from home denotes freedom and flexibility. For…
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Is the IRS Annual Filing Season Program Lawful?
On July 15th, the AICPA (American Institute of CPAs) filed a federal lawsuit against the IRS in-order to halt the IRS’s recently introduced Annual Filing Season Program. The complaint has three counts and aims to declare the rule implementing the program unlawful…
Tax Offices Shouldn’t Operate Without Operations Manuals
As a business owner, the way your business should be run should not merely exist in your head. You need a place for new trainees, managers, tax preparers and other staff to refer to when in doubt, or when training. This “place”…
How to Set Yourself Apart From Unqualified Tax Preparers
The new IRS Annual Filing Season Certificate is a great opportunity for tax preparers to set themselves apart this coming filing season. The IRS will be listing all preparers who have completed the Annual Federal Tax Refresher (AFTR) course among other certified…
Will 2015 Be The Year Of The Tax Professional?
Taxpayers hoping for IRS support when filing taxes next year will be sorely disappointed. Thanks to a house appropriations bill that was recently passed, the IRS taxpayer support level will be seriously decreased in the coming filing season. According to a…
Why You Should Get Your Annual Filing Season Certificate
Right on the heals of the AICPA’s (The American Institute of CPAs) letter to the IRS about the “unlawfulness” of a proposed voluntary tax preparer certificate program, the IRS has announced that they will be implementing an “Annual Filing Season Certificate (AFSC)”.…
IRS Announces Voluntary Certification Program
IRS News Release: New IRS Filing Season Program Unveiled for Tax Return Preparers Voluntary program to focus on continuing education for unenrolled preparers IR-2014-75, June 26, 2014 WASHINGTON – The Internal Revenue Service announced today that guidance will soon be issued outlining…
Do It Yourself Marketing Tips for Tax Offices
Since June is National “Do It Yourself Marketing Month” I thought I’d take the opportunity (in the last few days of June) to talk about guerilla marketing tactics. You may be hip deep in your own marketing efforts, just starting out or…
Grow Your Tax Business by Recruiting and Training Your Own Preparers
The key to growth for any business is having good people. For a tax firm, this means finding seasonal employees to service your clients during tax season. While it may seem better and easier to hire an experienced tax preparer, we’ve found…
I Graduated. Now What?
This is what’s likely going on in most graduates’ heads as the day they’ve been waiting for has come and passed. There’s a world of opportunity out there waiting for them, but knowing which road to take and how to get there…
Words of Wisdom From Seasoned Tax Professionals
A couple of weeks ago, LinkedIn released a series of posts called “If I were 22…” from 80+ of their “Influencers”. There were responses from seasoned journalists, Wall Street CEOs, Marketing masterminds, etc. It was great to read all of the different…
Low-Cost Solutions to Starting Your Tax Business
Tax preparation can be a very rewarding career, but becoming a business owner can be even more rewarding. While there are different paths to choose once you’ve learned to prepare taxes, many of our students look to go right into starting their…