When it comes to taxes, 2022 was a crazy year. That’s why it’s so important to start prepping for 2023 now to ensure you get the most business out of the season. Taxpayers continue to focus on digital solutions, and there are numerous ways you can optimize your online and physical presence to capitalize on […]
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Best practices for answering the phone at your tax business
When a client has an issue or wants to learn more about the services you provide, all the digital tools in the world cannot replace speaking to a real person. It doesn’t matter how comprehensive your website is or how advanced your automated operator is, you will need a team ready and able to answer […]
How to make money year-round as a tax preparer
For many new tax preparers – and those who have considered entering the field – one of the main concerns is how they can make money year-round from a job that’s typically seasonal work. Let’s take a look at what options you have as a tax preparer if you’re looking to earn more income and […]
Surgent course helps tax professionals conquer Inflation Reduction Act
Congressional passage of the Inflation Reduction Act took everyone by surprise, and tax professionals all over the U.S. are fielding calls from clients and employers anxious to know what it means for them. After all, the bill’s passage marked a dramatic reversal of fortune for elements of the proposed but long-stalled Build Back Better Act. […]
5 Easy Ways to Establish Clientele as a New Preparer
“Where am I going to get clients?” It’s a question lots of tax professionals ask as they ponder starting their own tax business. Being a great tax preparer won’t get you very far if you don’t any clients to serve. However, getting started is often a lot easier than you think. Five easy ways to […]
Tips for CTEC registration and renewal for tax preparers in California
What does CTEC mean? Who are exempt tax preparers in California? Exempt preparers include: California Certified Public Accountants (CPAs) Enrolled Agents (EAs) Attorneys who are members of the California State Bar Specified banking or trust officials Learn more at the CTEC website Who needs to register with CTEC? Tax preparers who take income tax data […]
5 Signs You Should Run A Tax School
Running your own tax school isn’t a new concept, it’s something all the national tax preparation companies do to recruit the massive amounts of tax preparers needed each season. It’s a great source of alternative revenue for your business, it helps you get ready for next tax season, and it allows you to see potential […]
Summer is a great time to enhance your tax prep career
Tax season may be behind us, but sure as the sun, it will come around again. Whether you were rookie or veteran this past tax season, consider investing in continuing education (CE) courses to enhance your knowledge base. Taking the time to brush up on new policies, updates to legislation or other changes will ensure […]
Upgrade to Chartered Tax Professional (CTP) Certificate Program
CTP® Certificate Program Includes: nAn 18-month program that consists of five income tax courses totaling 168 continuing education (CE) hours. Plus, a 300-hour experience requirement that can be completed over two tax seasons to receive the CTP® designation.n n Comprehensive Tax Coursen n 60 CE hours n 6 month completion time n For California Students: […]