What if Your Client Can’t Pay Their Tax Bill?

You try to make sure that your clients don’t get a surprise come May 17th, but clients don’t always listen to their tax professional’s sage advice. Every year, some taxpayers are handed tax bills that they are unable to pay. In 2019, over 11 million taxpayer accounts were delinquent. And this delinquency isn’t something that […]

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IRS Announces Tax Deadline Relief for Texas, Louisiana, and Oklahoma

June 15, 2021 is the new filing deadline in Texas, Louisiana, and Oklahoma… Due to the recent winter storms in Texas, Louisiana, and Oklahoma, residents of these states now have until June 15, 2021, to file various individual and business tax returns and make tax payments per a recent IRS announcement. Excerpt from the IRS […]

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When Your Client Files Taxes Will Affect Their Stimulus Payment. Here’s How.

Turns Out, it is Not A Normal Year In a normal year, it’s a good idea to nudge your clients to file their taxes early. It helps to reduce fraud risk, gets your clients a refund sooner, and eliminates the frantic rush mid-April. This year things are a little different. Depending on when your client […]

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Do more for your clients with tax-smart financial planning and wealth management.

The Financial Services Firm of Tax Professionals You may know our parent company Blucora offers a range of tools to help master the tax landscape.  You may not know that they also offer a tax-smart approach to financial advising.  They do this through services provided by our sister brand Avantax SM. The Avantax Advantage Avantax […]

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Paycheck Protection Program and 2020 Taxes

One of the biggest initiatives to support businesses through the COVID-19 pandemic is the Paycheck Protection Program (PPP). The PPP was designed to help businesses keep staff on payroll by providing a loan to fund payroll costs as well as limited other business expenses. While a loan is helpful during these uncertain times, one of […]

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Know Someone Wanting to Start a Tax Practice

You might have had a recent conversation with someone who is interested in starting their own tax practice. This e-book is a great resource to share with them as they consider how to move forward. It’s not as simple as hanging an open sign in your office window. In this e-book we offer tax professionals […]

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How To Deal with Conflict Well in your Tax Practice

Listen as John Bower explains how to deal with conflict in a way that benefits you and the other party involved.  As John points out, emotions buried alive never die. This is a powerful video that will help guide your interactions with your clients. Video: Dealing with Conflict  

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Press Release: TaxAct and Tax Dome Partnership

CEDAR RAPIDS, Iowa, Jan. 20, 2021 (GLOBE NEWSWIRE) — 2020 made one thing extremely clear to tax professionals: the ability to manage their practices online is now an operational and competitive necessity. Thanks to a new partnership between TaxAct® and TaxDome®, tax professionals are now able to modernize their practices with everything they need to run […]

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Have You Considered a .CPA Domain

.CPA is a new, secure domain exclusively available to licensed CPAs starting January 15, 2021.  Having a .CPA domain will help you secure your data, enhance client trust, and strengthen your brand. To apply or learn more, visit https://register.domains.cpa/ today. Brought to you by the AICPA and CPA.com The AICPA is the world’s largest member […]

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Pay Later, Get Your Software Now

ERO Select Program If you’re not ready to pay out of pocket for your tax software, good news: you don’t have to. We’re teaming up with Republic Bank for our ERO Select program. With ERO Select you’ll receive TaxAct Professional software now and then just pay $15 per e-filed TIN. There’s a minimum requirement of […]

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Renew Your PTIN Now

It’s that time of year again! The New Year’s ball is about to drop and that means it’s time to renew your PTIN. All PTIN’s will expire December 31, 2020. Who needs a PTIN? According to the IRS, anyone who “prepares or assists in preparing federal tax returns for compensation” needs to have a valid […]

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Essential Virtual Tools for Your Practice

If there’s anything this year has taught us it’s that being able to work from anywhere at a moment’s notice is vital. But many tax professionals were caught off guard by the different demands of a remote environment. It’s not enough to just set up your laptop in a home office and expect that your […]

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TaxAct Professional and TaxDome Partnership

CEDAR RAPIDS, Iowa, Jan. 20, 2021 (GLOBE NEWSWIRE) — 2020 made one thing extremely clear to tax professionals: the ability to manage their practices online is now an operational and competitive necessity. Thanks to a new partnership between TaxAct® and TaxDome®, tax professionals are now able to modernize their practices with everything they need to run […]

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Highlighting The Importance of Cyber Security (Sponsored Content)

October is Cyber Security Awareness Month Throughout this entire year most major headlines have revolved around COVID-19, but have you thought about how COVID-19 is impacting cyber security? With many companies going remote, as well as consumers spending significant time online, cyber criminals are taking advantage. Cyber Security on the Rise According to Fintech News, […]

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The IRS is Sending Tax Refund Interest Payments

If your clients contact you about a mysterious bank deposit from the IRS, you can assure them it’s not a mistake. The IRS reported that 13.9 million taxpayers who filed their 2019 income taxes on time and received a refund will now be receiving a second payment from the IRS: an interest payment. This interest […]

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