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Summer is a great time to enhance your tax prep career
...the competition Your competitors are always looking for ways to take their own business to another level, so it’s your job to do the same and stay one step ahead...
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Social Media Best Practices for Tax Offices
...your content or follows you. Find new followers by searching hashtags, keywords, or following people your competitors or other followers follow. Make a private Twitter list of competitors to monitor...
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6 tips for hiring employees for your tax business
...and review them on Day One. Personally convey the company’s history, vision, mission and strategic plan. Introduce the company’s products and services: Stock the hire’s toolbox with extensive knowledge of...
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The Path to Enrolled Agent
...60 lessons: 20 comprehensive lessons and 4 advanced courses (10 lessons each). Step 2: Complete the Comprehensive Section Once you’ve completed the 4 module comprehensive section, you will have the...
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Create Your Own 20-Hour California CTEC CE Package
...CTEC (for California preparers) within 10 days of completion. Note to CTEC Students: ITS students should complete CTEC CE by 10/21 each year to ensure timely reporting in order...
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Beginner’s guide to bookkeeping
...business. All business transactions that involve a monetary or financial component need to be tracked by a bookkeeper or bookkeeping tool (more on that later). This includes everything from rent,...
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Are you Your Client’s Best Advocate?
...very personal to their client’s: their finances. This trust is not something to take lightly. You are an advocate… …when it comes to tax returns. …when it comes to the...
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IRS Filing Relief for Schedules K-2 and K-3
...complete Schedules K-2 or K-3 if a partner or shareholder claimed the foreign tax credit and needed information from the entity to complete Form 1116. Panic ensued until the IRS...
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University of Richmond in Partnership with The Income Tax School
...& NASBA FREE AFTR Course with Comprehensive Course Payment plans available Money back guarantee Course can be completed in 10 weeks or less Get Started Today! Become a Tax Preparer!...
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Critical Security Best Practices
...software transforms data on your computer into unreadable files for an unauthorized person accessing the computer to obtain data. 6. Virtual Private Network If your employees occasionally connect to unknown...
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Social Selling in A Changing World
...to dig in and let the selling begin. Beyond creating content for your company profiles, you should be RTing and commenting on Twitter, and engaging your networks on LinkedIn. Comment...
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Evaluate Tax Season Now and Prep for Next Year
...advanced courses during the off-season. If you feel you didn’t receive many complicated returns, perhaps you can evaluate your marketing efforts. Read: Why Preparing More Complicated Returns is Good For...