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Guide to Start and Grow Your Successful Tax Business – eBook download

n Please note: The Guide to Start and Grow Your Successful Tax Business is a guidebook – not a course or webinar. This product is non-refundable. n n Topics Include: n n n n Learning Tax Preparation & Obtaining Credentials n Developing a Business Plan n Risk Management n Getting Started as a Tax Business […]

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Guide to Start and Grow Your Successful Tax Business PDF download

n Please note: The Guide to Start and Grow Your Successful Tax Business is a guidebook – not a course or webinar. This product is non-refundable. n n Topics Include: n n n n Learning Tax Preparation & Obtaining Credentials n Developing a Business Plan n Risk Management n Getting Started as a Tax Business […]

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Video: Quick tips on CPA Exam ratios

Surgent CPA Review co-founder, Liz Kolar recently shared her quick tips on how to memorize key CPA Exam ratios. Here’s what she had to say: Return on ratio The first CPA Exam ratio candidates should become familiar with is the “return on” ratio. The phrase “return on” means “net income divided by.” The formula for […]

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It’s OK to Say No: How and When to Fire Problem Clients (Nicely)

Sometimes someone special walks through your door – someone so special that they make you want to scream in frustration. I’m talking about the problem client – also called the toxic client. We’re talking about that person who does nothing but cause you problems and agony. The ones who make you question why you went […]

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Everything CPA candidates need to know about 2019 REG changes

In 2019, the biggest changes candidates will see on the CPA Exam will be on the Regulation (REG) section. Keep reading to learn more about where these REG changes came from, when the new tax law will be tested, what we recommend to candidates, and a list of exactly what those changes entail. Tax Cuts […]

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EA vs AFSP: Finding the Right Path for Your Tax Career

If you’re ready to take your tax career to the next level, you may be considering earning your Enrolled Agent (EA) credential or participating in the IRS’s Annual Filing Season Program (AFSP). But which one is best for your specific career? And how do you go about earning each? In this post, we’ll cover the […]

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Estimate your CPA Exam score before you sit

One of the biggest anxieties for CPA Exam candidates is knowing whether or not they’re ready to sit for and pass the CPA Exam. Traditional wisdom centers around a specific number of hours studied as an indicator of whether or not candidates will pass. However, not everyone learns at the same rate or in the […]

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Are You a Leader or a Boss?

In case you missed it, October 15th was National Boss Day, a day for employees to celebrate and honor their bosses. The holiday caused me to pause and think about the term “Boss” and what it meant. Reflecting on that, I was reminded of how important it is to be a leader instead of a boss. […]

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October Tax News

This year sure is flying by! While we’re about to slow down and engage in a series of family holidays that all seem to involve eating large quantities of food, the IRS doesn’t seem to be slowing down. We’ve got a lot to cover in this month’s Tax News Recap! PTINS  First and foremost, have […]

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