Surgent CPA Review is proud to introduce our new student ambassador, Stefan Bratic, who is a student at the University of Denver.
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Rachael Ivanovic: Meet Surgent’s new Student Ambassador
Surgent CPA Review is proud to introduce Rachael Ivanovic, our new student ambassador from DePaul University.
The Advantages of taking the Chartered Tax Professional Certificate Program
We’ve been discussing credentials on the blog a lot lately. The IRS is dead set on regulating tax preparers to reduce errors and fraud; and taxpayers are being warned constantly by the IRS and the media about who they choose to prepare their taxes. Here are some reasons to consider earning a Chartered Tax Certificate […]
Expanding Your Target Market with Continuing Education
Being able to do taxes for the general public is a great first start – it’s a huge market to serve! But not everyone has general tax needs. Those who have a unique tax situation or more complicated returns look to rely on tax preparers with more experience – who have studied their specific tax […]
The Benefits of Becoming An Enrolled Agent
Whether you are a tax preparer already or are considering a career in tax preparation, you’ve likely been thinking about whether or not to become an Enrolled Agent. Becoming an EA has many benefits and should be something all tax preparers aspire to. Here are some of the many reasons to pursue your EA […]
How to Deal With Your First IRS Audit
It’s bound to happen. Your client gets a letter from the IRS — they’re being audited. As we said in a previous blog, most taxpayers don’t want to deal with the IRS. That’s where you swoop in to save the day, right? But what if this is your first time? That’s what this blog post […]
The Advantages of Taking the IRS Annual Filing Season Program
The IRS launched the voluntary Annual Filing Season Program last year as a way to “encourage continuing education (CE) and filing season readiness.” According to an IRS release, 44,000 tax return preparers participated in the program this year. Did you? If you are one of the reported 400,000 “uncredentialed preparers” (either not an EA or […]
Great Ways to Use Twitter as a Tax Pro
Here’s something you may not know about the tax industry: it has a strong presence on Twitter. That means that it is quite possible that your competitors are not only on the platform but flourishing there. It also means that there are a lot of conversations you could be joining if you just started listening. […]
Essential Tools to Start Your Tax Business Without Paying Franchise Fees
As we’ve talked about in previous posts, there are a lot more benefits to owning your own business as an independent owner than as a franchisee. The draw of a franchise is the support and turnkey solution an established brand can offer. Buying into a franchise means that everything from Operations Manuals to HR manuals […]