The IRS just completed its compilation of this year’s “Dirty Dozen Tax Scams” – a list they put out each year that contains the worst of the worst. Tax scams are still a big problem despite the extra precautions the IRS has implemented within the last couple of years. While it has improved, there are […]
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Studying for the CPA Exam? How to make the most of your spring break
Spring break signals the end of a long winter and is usually filled with some much-needed leisure time for busy college students. However, if you’re planning on taking the CPA Exam, you may want to consider studying for the CPA Exam on spring break. Keeping your study momentum up during breaks is key, although it […]
Are Online Reviews Hurting Your Business?
How many stars does your company business page have on Facebook? How about your local BBB page? Online reviews are everywhere and believe it or not, they are worth looking into. Did you know that 91 percent of people regularly or occasionally read online reviews, and 84 percent trust online reviews as much as a […]
Why You Should Earn You Enrolled Agent Credential Before July 2019
IRS Delays EA Exam Changes, Extending Deadline to Test on 2017 Tax Law If you’re considering becoming an Enrolled Agent, now is the time. That’s because the IRS announced on March 1, 2019 that the annual revisions to the Special Enrollment Examination, also known as the Enrolled Agent Exam or EA Exam, will be delayed […]
5 Ways to Keep Your Employees Motivated Through the Busy Tax Season
If one of the reasons you decided to open (or are thinking about opening) your own tax preparation business is because you’ve had miserable experiences working for others, ask yourself this very important question: What are you doing not to repeat those same mistakes with your employees? Especially during tax season. What are the top […]
Tax Season Communications Throughout the Season
When it comes to marketing your tax business, the same messaging all year long is not going to cut it. As you progress throughout the season, your message needs to appeal to different types of taxpayers. Here’s a peek at what we do over at our sister company, Peoples Tax, and what we recommend for […]
Are You Leveraging LinkedIn As a Tax Pro?
LinkedIn is a powerful social networking channel designed for business professionals to share knowledge, connect, and build their network. It’s a great tool for tax professional for a number of reasons, but only if you’re using it to its full potential! We haven’t blogged about LinkedIn in a while so we thought since we are […]
Have Some Heart with Cause- Related Marketing
It’s Heart Month and Valentine’s Day so I thought I’d use this opportunity to talk about giving back through cause-related marketing. During tax season, our sister company Peoples Tax hosts a backpack drive for a local charity called Connor’s Heroes. Connor’s Heroes is a non-profit that gives support and companionship to children in cancer treatment […]
Top trends in CPA Exam review courses for 2019
Since prospective CPA Exam candidates, accounting firms, and many other organizations want to know how to improve their CPA study materials resulting in increased CPA Exam success rates, we sat down with Surgent’s Chief Executive Officer, Evan Kramer, to get some inside information on coming trends he sees on the horizon for CPA Exam Review courses.