Accounting, finance and tax professionals face constant pressure to keep up with new regulations, evolving technology and best practices. Continuing education (CE) requirements ensure that you remain compliant with professional standards and stay relevant in a field that demands continuous learning. However,…
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Elevate Your Tax Career with Surgent
Continuous education and skill enhancement are crucial for tax professionals to stay ahead in their field. Whether you’re an aspiring tax preparer, looking to advance as an enrolled agent (EA) or seeking to fulfill your continuing education (CE) requirements, Surgent Income Tax…
5 Reasons to Take Tax Prep Courses This Summer
Summer is here, and while it’s a season synonymous with vacations and relaxation, it’s also the perfect time for tax professionals to enhance their skills and advance their careers. At Surgent Income Tax School, we believe that summer is the ideal time…
Getting Your Taxes Done? Essential Documents You Should Gather Before Your Appointment
As the tax deadline approaches, clients and tax preparers gear up for what can be a busy and stressful time of year. Amid the flurry of paperwork and financial documents, ensuring a smooth tax preparation process becomes paramount. For clients, the task…
How Tax Pros Can Save Money With Comprehensive or Unlimited Courses
As tax professionals gear up for the challenges and opportunities of 2024, the importance of continuing education (CE) in the tax preparation field can’t be overstated. In an ever-changing landscape of tax laws and regulations, staying ahead requires a commitment to continuous…
5 Reasons to Take Tax Prep Courses With Surgent
Large chains have long dominated the landscape in the tax preparation world. However, with their prominence come many drawbacks that can limit your potential as a tax professional. With their sprawling networks and ubiquitous storefronts, these industry titans have undeniably shaped the…
5 Benefits of Taking Tax Prep Courses With Surgent
Are you considering a career change or seeking a flexible opportunity to boost your income? Look no further than tax preparation. In today’s dynamic economy, tax preparers are in high demand, offering a pathway to financial independence and career fulfillment. At Surgent…
Client communication in the digital age: enhancing your online presence
Effective communication is the cornerstone of success for tax professionals striving to cultivate robust connections with their clientele in today’s fast-paced business landscape. As technology continues its rapid evolution, using digital tools such as websites, social media platforms and email have become…
Navigating the Tax Busy Season: Actionable Tips for Success
As tax preparers gear up for the inevitable hustle and bustle of the busy season, the looming question on everyone’s mind is, “When is tax busy season?” For new and seasoned tax professionals, the period leading up to the tax deadline can…
5 tips for building and managing a successful tax practice
In the dynamic landscape of tax preparation, where regulations are ever-evolving and client expectations are rising, owning and managing a successful tax practice requires a strategic approach. As a seasoned tax professional, you understand the challenges and opportunities that come with the…
7 proven strategies to gain new clients as a tax preparer
As a tax preparer, growing your client base is essential for the success of your business. In this competitive industry, it’s crucial to have effective strategies in place to attract new clients. In this blog post, we’ll explore seven tried-and-true techniques to…
7 cybersecurity tips for your tax prep business
In today’s digital age, cybersecurity is critical for businesses of all sizes and industries. Tax preparation businesses handle sensitive financial information, making them an attractive target for cybercriminals. As the digital landscape evolves, staying one step ahead of potential threats becomes an…