Blog

Displaying: Recent Posts

Press release: Surgent CPA Review named No. 1 CPA review course

Surgent CPA Review was recently named the number one ranked course for 2019 by Crush the CPA Exam, the industry’s most popular third-party review site. Crush the CPA Exam’s experts conducted extensive research and took into account a number of considerations before selecting Surgent CPA Review for the top spot in its Best CPA Review Course rankings.

Full story 

Top 4 Client Retention Strategies for Your Tax Preparation Business

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 […]

Full story 

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 […]

Full story 

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 […]

Full story 

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 […]

Full story 

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 […]

Full story 

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 […]

Full story