It might come as a shock to learn that tax preparers are not federally regulated. You need a license to cut someone’s hair, but in most places within the U.S., you don’t need a license to prepare someone’s tax return. Despite this, it’s important for all tax preparers to keep up with current tax laws […]
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The Value of Your Current Clients
Naturally as a tax business owner or preparer, you want to grow your client list. But gaining new clients without retaining current or past clients does not equal growth. In fact, it’s a bad sign when past clients don’t return year after year to have their taxes prepared by you or your firm. Current clients […]
5 Tips (and 4 Warnings) for Starting Your Own Business While Holding Down a Job
It’s the age-old dilemma: You want to start your own business – a full-time job itself – but you need your current job for income. It’s hard to take that leap of faith knowing that if you leave your current job, you may struggle to pay your bills until your business becomes profitable. It can […]
Pricing Your Services
The cost of preparing any tax return can vary dramatically among tax preparers. IRS law prohibits tax preparers from basing their fees on the amount of tax refund realized by the client. Many tax preparers charge by the hour, others operate from a standard schedule of charges, and some simply charge “what the traffic will […]
TheTaxBook – WebLibrary Plus
n Description n Functionality n n n TheTaxBook Online: Same content as the printed books. n Easy to Search: Find answers fast! n Up-To-Date Content: Updated to reflect new legislation and the latest information released from the IRS. n PDF Format: Print and/or email pages to your clients. n Access Anywhere: Available anywhere you have internet. n Use Any Device: Computer, […]
Social Media Guide for Tax Business Owners
Have you been promoting your tax business on social media? If not, you should be. It has been estimated that the average person spends nearly two and a half hours on social media every day. That’s a lot of screen time your business could be capitalizing on! As social media channels become more prevalent (and more […]
Why You Should Become a Chartered Tax Professional
Becoming a tax preparer has many benefits. You get to enjoy a flexible career, no cap on your income, and even holidays and summers free for many preparers! But if you really want to take your career to the next level, you’ll want to get on the track to become a Chartered Tax Professional. What […]
Surgent Income Tax School Now Offers Digital Badging
Exciting news! Surgent Income Tax School now offers digital badges for some of our key programs, through Credly, a market leader in the digital credentialing space! A Free, Shareable Way to Market Your Skills Surgent Income Tax School’s core tax training programs provide you with the skills and knowledge to grow professionally. Graduates of our […]
Back to School Tips for Online Learning Success
Going back to school as an adult can be exciting, but it may also seem scary, demanding, and even stressful. Here are some strategies and tips if you’ve decided to go back to school to ensure your success. Have a designated space for studying It’s important to have an environment conducive to studying. Maintaining a […]
