You might be a pro at filling out forms and filing taxes for even the most complicated returns. But that’s only part of your responsibilities as a tax business owner. You also need to figure out how to get clients through your…
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8 steps to simplify end-of-year financial reporting
Just when you start looking toward the new year, here it comes — the need to close the books on the old year. Coinciding with regular monthly and quarterly closes, it makes for a workload that nearly rivals tax season. Still, the…
Are you prepared for this coming tax season?
As a tax business owner or tax preparer, there’s a lot you need to do to get ready for the new tax season. Perhaps the most important decision will be figuring out how and where you plan to work next year to…
Tips for conducting an effective tax client interview
A correct tax return might be the main reason your clients come to you, but they should expect much more. The service you provide should extend beyond the numbers and connect directly with the people you’re helping. It doesn’t matter if they’re…
How to price your tax preparation services
Ready to start your tax business for the new tax season but wondering how much to charge? It can be difficult to price your own services. If you’ve done any market research you’ve likely discovered that the cost of preparing any tax…
Marketing strategies to prepare your business for tax season
When it comes to taxes, 2022 was a crazy year. That’s why it’s so important to start prepping for 2023 now to ensure you get the most business out of the season. Taxpayers continue to focus on digital solutions, and there are…
Best practices for answering the phone at your tax business
When a client has an issue or wants to learn more about the services you provide, all the digital tools in the world cannot replace speaking to a real person. It doesn’t matter how comprehensive your website is or how advanced your…
How to make money year-round as a tax preparer
For many new tax preparers – and those who have considered entering the field – one of the main concerns is how they can make money year-round from a job that’s typically seasonal work. Let’s take a look at what options you…
Surgent course helps tax professionals conquer Inflation Reduction Act
Congressional passage of the Inflation Reduction Act took everyone by surprise, and tax professionals all over the U.S. are fielding calls from clients and employers anxious to know what it means for them. After all, the bill’s passage marked a dramatic reversal…
5 Easy Ways to Establish Clientele as a New Preparer
“Where am I going to get clients?” It’s a question lots of tax professionals ask as they ponder starting their own tax business. Being a great tax preparer won’t get you very far if you don’t any clients to serve. However, getting…
Tips for CTEC registration and renewal for tax preparers in California
What does CTEC mean? Who are exempt tax preparers in California? Exempt preparers include: California Certified Public Accountants (CPAs) Enrolled Agents (EAs) Attorneys who are members of the California State Bar Specified banking or trust officials Learn more at the CTEC website…
5 Signs You Should Run A Tax School
Running your own tax school isn’t a new concept, it’s something all the national tax preparation companies do to recruit the massive amounts of tax preparers needed each season. It’s a great source of alternative revenue for your business, it helps you…