Blog

Displaying: Recent Posts

How to Succeed as an Enrolled Agent

Passing the EA Exam is a significant accomplishment. Becoming an Enrolled Agent puts you in an elite group of tax preparers. You hold the most significant credential in the tax industry and have the authorization to do more on behalf of clients than those without an EA designation.  Once you’ve earned the designation, the work is […]

Full story 

Going concern considerations to become testable on AUD January 2018

Sitting for AUD next January? SAS No. 132, The Auditor’s Consideration of an Entity’s Ability to Continue as a Going Concern is a standard that applies to all audits of a complete set of financial statements, including financial statements prepared in accordance with a general purpose or a special purpose framework. It will become testable on the CPA exam January 1, 2018.

Full story 

Are You Raising Red Flags with Potential Clients?

The IRS is cracking down on fraudsters this tax season and that includes warning taxpayers about “return preparer fraud”. It’s unfortunate, but there are people who set-up shop each season to perpetrate refund fraud, identity theft and other scams that hurt taxpayers. This tax season it is imperative that you represent yourself as a qualified, […]

Full story 

Video: CPA Exam study tips from Surgent

Welcome to a new weekly feature of Passing Insights! Surgent CPA Review's Student Development Manager, Jessica Sandhu, is currently sitting for the CPA Exam. Each week, Jessica shares her insights into her own study process. This week, find out what she does to de-stress when studying for the exam.

Full story 

2017 Tax Season Issues to Communicate with Clients

Does this tax season seem a bit crazier than most? Between a new White House Administration (and the changes that come when the party in power changes) and increased security from the IRS, things seem to be a bit askew. While it’s always important to communicate with clients, it’s especially important to communicate changes and updates […]

Full story