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CPAs’ Focus on Ethics and Independence Is Vital in Times of Change

The past year has provided numerous examples of CPAs providing critical assistance to their clients, both from an attest and non-attest perspective.  From assisting with Paycheck Protection Program (PPP) loan applications to helping with new accounting standard assessment and even staff augmentation services, CPAs have repeatedly gone above and beyond for their clients. However, when […]

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Evaluate Your 2021 Tax Season

Well, it’s been 10 days since the official end of tax season. The dust has settled, and hopefully you’ve had time to recharge and regroup. Now is the perfect time to think back on how your tax season really went. It’s imperative to do this while things are still fresh in your mind, as waiting […]

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Time to Recharge and Regroup

You made it through tax season – and an extended one at that! You deserve to take a break. How will you do that? Recharging your batteries isn’t a luxury, it’s a necessity! While you may think you don’t need to, taking time to unwind is actually essential. Think about what flight attendants say to […]

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An Operations Manual is Essential

If you run a tax business and employ others, creating an operations manual is vital to your success. Your policies and procedures cannot merely exist in your head. They need to be thought out and written down for others to reference as needed. Systematic Operating Methods The foundation of an efficient and effective workplace is […]

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2021 Comprehensive Tax Course Launch: Plus Free 3-Day Trial

If you’ve ever thought about becoming a tax preparer and wondered what it takes to do so, now is the time to find out! The 2021 Edition of Surgent’s Comprehensive Tax Course has just been released this week! And now you can test drive the course with our new, FREE 3-day trial. Surgent’s 2021 Comprehensive […]

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Certifications Lead to Advancement & More Money

If you’ve been thinking about taking your education to the next level, there is no time like the present! Earning a certification will lead to great things in your future. Investing in yourself should be a top priority When you have new knowledge and skills, you’ll notice a level of excitement you didn’t have before. […]

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A Home-based Tax Business is More Attainable Than You Imagined!

Thinking of starting a home-based business but afraid you might be biting off more than you can chew? Think again! Getting into the tax business is extremely affordable and absolutely doable whether you choose to start as a side business or go all in. Minimal start-up costs The costs to get started with a home-based […]

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TEST – AFTR Course

This 6-credit hour course includes a 100 question comprehension test (3-hr timed test). Students will have up to 4 attempts to pass this test. Test answers and instructional feedback are not provided for the AFTR course. Upon purchase, you will receive login credentials and may start your CE right away. These courses are not webinars, […]

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Benefits of Working from Home as a Tax Preparer

Working from home has its benefits. We’ve put together a list of the top reasons we think working from home as a tax preparer is awesome! A Flexible Schedule, Improved Efficiency, and a Boost in Productivity Increased flexibility is a huge plus when you work from home. Outside of meeting with clients, whether it’s face-to-face […]

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