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Displaying: Income Tax School

2021 California 5-Hour

1. COMMUNITY PROPERTYnnUpon completion of this chapter, students will understand community property, community income, and separate property. Students will be able to determine how community and separate income should be reported in a community property state, regardless of whether the taxpayer lives in a community or separate property state. In addition, students will determine how […]

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Professional Networking Tips for Tax Professionals

When it’s time to launch your career, they hand you a networking card. It gets you into any virtual or in-person gathering and helps you leave with a big stack of business contacts. No? Sorry about that. Maybe a networking card will exist someday, but in the meantime, networking is a skill you can and […]

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What You Need to Know About The IRS Annual Filing Season Program

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 […]

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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 […]

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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, […]

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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 […]

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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 […]

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