Do you plan on preparing federal tax returns this season? You should know that in order to do so you need a PTIN. And in order to renew your PTIN you must have completed a number of CE (Continuing Education) courses. The courses and number of hours that you will need to take depends […]
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Hiring and Training Tax Preparers for the Upcoming Season
Tax season is right around the corner. Will you need to hire tax preparers for the 2015 season? Why risk hiring someone with bad habits when you can recruit and train your own preparers the right way? Training your own staff is cost effective and increases your chances of hiring a loyal staff that will […]
One Easy Tactic to Gain Client Loyalty and Increase Referrals
What if … Your clients stayed in the know and on top of things thanks to the informative messaging they received from you on a regular basis? What if … You stayed top of mind year-round with your clients and as a result earned more referrals from them? What if … Your clients didn’t wait […]
Get Ready for Tax Season with These Checklists!
Today is National Checklists Day so we are celebrating by compiling all of the checklists you’ll need to prepare you for this coming season. Whether you’re a student, a tax preparer, a tax business owner, or looking to start a business – we’ve got a checklist for you! Looking to Get Into Tax Preparation? Here’s […]
What is the Next Step After the Comprehensive Course?
If you’ve already completed our Comprehensive Tax Course, congrats! If you’re currently working through it or just considering taking it, you might be asking yourself what’s next? Completion of our Comprehensive Tax Course means that you’ve learned how to prepare taxes for most Form 1040 individuals, non-business taxpayers and small business taxpayers (self-employed/Schedule C). […]
Class Action Lawsuit Against the IRS for PTIN Fees
The IRS’ authority is once again being questioned. This time it’s over the Preparer Tax Identification Number (PTIN) fees that you are required to pay annually in order to prepare returns for compensation. This class action lawsuit is being filed by a pair of CPAs: Adam Steele of Bemidji of Minnesota and Brittany Montrois of […]
Why Every Tax Business Owner Needs a Succession Plan. Now.
You’re not going to run your tax business until the day you die (unless of course you die unexpectedly), which is why it is essential for you to have “key man” life insurance. At some point in life, it will be time to retire. You may already have your retirement plan mapped out financially, but […]
How to Choose the Right Tax Education Provider
There are a lot of different choices out there for tax education and training and they are all not equal. Choosing the right school can mean a lot of research and emailing back and forth with instructors or sales people to make sure you choose the school with the best value that fits your needs […]
How to Reduce Your Turnover in a Seasonal Job Market
We recently got a great question on our Facebook page about turnover at tax offices. “Many of the tax offices seems to have to recruit and train preparers every season, why the turnover?” This person is correct in thinking that tax offices have a high turnover because frankly, most of them do! The reason for […]