The kids are going back to school today, which means you should too! As a tax preparer there are certain Continuing Education requirements you must meet and a new certification program from the IRS you should consider if you are an unenrolled preparer. Plus, learning to prepare more complicated tax returns will make you more […]
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The Ultimate Marketing Plan Checklist For Tax Season Readiness
Have you developed your marketing plan for this coming tax season yet? Now is the time to start brainstorming and putting the pieces together for continued growth in 2015. If you’re not sure where to start, or just need some prompts, here is a checklist of things you should cover in your 2015 tax business […]
How to Become a Tax Preparer and Start Earning Money Before Tax Season
Looking for a new career? A career as a tax professional can be very rewarding and getting started doesn’t require any knowledge of the industry. Here’s how you can become a tax professional before tax season. Tax business start-up checklist Enroll in tax course (beginner and/or advanced tax courses) Read the New Rules for Federal […]
6 Things Every Tax Business Owner Should Do to Grow Their Business
Maybe you just started your business, or maybe you’ve been in the business for a while and feel like your growth has plateaued. Here are some of the ways I have grown Peoples Tax, our sister company over the years that might help you grow your business. Networking Tax preparation is as much about […]
Do you Have What it Takes to Be a Tax Preparer?
Why you should work from home (and why you might not want to)
If you are an individual tax preparer, or just starting your tax preparation business, the question of whether or not to work from home may be on your mind more often than not. Working from home denotes freedom and flexibility. For those who go to the office every day, it may even seem glamorous. […]
Is the IRS Annual Filing Season Program Lawful?
On July 15th, the AICPA (American Institute of CPAs) filed a federal lawsuit against the IRS in-order to halt the IRS’s recently introduced Annual Filing Season Program. The complaint has three counts and aims to declare the rule implementing the program unlawful and stop its operation. Their main complaints are a follows: 1. The […]
Tax Offices Shouldn’t Operate Without Operations Manuals
As a business owner, the way your business should be run should not merely exist in your head. You need a place for new trainees, managers, tax preparers and other staff to refer to when in doubt, or when training. This “place” should be an operations manual. Operations manuals can be very long and cumbersome […]
How to Set Yourself Apart From Unqualified Tax Preparers
The new IRS Annual Filing Season Certificate is a great opportunity for tax preparers to set themselves apart this coming filing season. The IRS will be listing all preparers who have completed the Annual Federal Tax Refresher (AFTR) course among other certified tax professionals like CPAs and EAs. This list is going to marketed to […]