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Video: CPA Exam study tips from Surgent

Welcome to a new weekly feature of Passing Insights! Surgent CPA Review's Student Development Manager, Jessica Sandhu, is currently sitting for the CPA Exam. Each week, Jessica shares her insights into her own study process. This week, find out what she does to de-stress when studying for the exam.

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2017 Tax Season Issues to Communicate with Clients

Does this tax season seem a bit crazier than most? Between a new White House Administration (and the changes that come when the party in power changes) and increased security from the IRS, things seem to be a bit askew. While it’s always important to communicate with clients, it’s especially important to communicate changes and updates […]

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Calculate your CPA Exam Misery Index

Remember the Misery Index from your college Economics class? We've applied it to CPA exam prep using cost of CPA review, hours studying, and sections taken. The lower your score, the better!

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For Tax Preparers, the Distinction Between Customer or Client is an Important One

As a tax preparer, CPA, or accountant, do you have customers or clients? Most would say clients without hesitation. But the distinction is an important one. Strictly defined, a customer is someone who buys goods or services from a store or business. The word “client” can also mean “customer,” according to the American Heritage Dictionary, […]

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What to know for the 2017 Tax Season

  The 2017 tax season is underway! There are many things that will affect our industry up in the air since the new administration took office three days before the start of the season. There are a lot of proposed changes by President Trump but they will likely not take effect until next year. As we […]

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