If you haven’t done it already, this is the perfect time of year to put any one of these top 4 client retention strategies for your tax preparation business into place. Client retention should be a strong, foundational piece in your overall marketing strategy. Some of these strategies can be (and should be) used throughout […]
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How the best accounting programs prepare students for CPA Exam success
Through modernization, globalization, and engagement, degree programs are helping students attain much higher scores compared to candidates who study on their own.
Encourage Clients to File Their 2018 Tax Returns Early
It’s official, the 2019 tax season kicks off on Monday, January 28th. As you know, the government shutdown is not going to delay the start of the tax season or the processing of refunds. Unfortunately, your clients don’t know that. The shutdown is likely giving them a false sense of security that they now […]
Press release: Surgent CPA Review awards 2018 college scholarships
Surgent CPA Review recently announced the winners of the 2018 College Scholarship Program. This scholarship is open to any student currently enrolled at an accredited college or university within the United States, and who is working towards an accounting or finance major. Emma S., from the University of Colorado, and Nicole Z., from the University […]
December Tax News Recap: Shutdowns, Changes, and more Scams
Oh December! As the world winds down for the holidays, tax preparers gear up for tax season – a season that is bound to be a tough one between the threat of a government shutdown and all of the tax law changes that go into effect. Here are the top stories in the tax industry […]
End-of-Year Checklist: 5 Housekeeping Items for Your Tax Prep Business
With so much focus on the new tax law and getting ready for filing season, have you remembered to double check these mundane-yet-utterly-important items for your tax preparation business? Here’s a quick rundown of what should be on your end-of-year checklist: 5 housekeeping items for your tax prep business. Business Insurance How long has it […]
3 Best Practices for Setting Up Your Own Virtual Tax Preparation Office
Whether you’re just getting started and don’t have a lot to invest in a traditional brick-and-mortar office set-up or you’re a seasoned veteran making money hand over fist, setting up your own virtual tax office could be a strong choice for you and your tax preparation business. Having a virtual tax office will make it […]
Tip of the month: How to apply for the CPA Exam
Graduates: with graduation around the corner, many of you may be applying for the CPA Exam soon. Here is a guide for what you need to know when it comes to applying for and scheduling your exams.
Top Cryptocurrency Terms Every Tax Professional Should Know
While cryptocurrency is a little more complicated than the currency we’re used to using, it’s still reportable to the Internal Revenue Service (IRS) for tax purposes. A Cryptocurrency is a digital asset that is traded and secured using cryptography. You don’t need a bank to trade this currency, you can trade it peer to peer […]