Brett Rosser, President of the NATP Board of Director, Shares His Wisdom

Tax Season 2020 has come & gone & like last year, it was full of moving pieces. Between new stimulus payments, crippling winter storms in the south & more filing extensions, tax professionals have been through the ringer keeping up with it all.  Joining us on the blog today is Brett Rosser, the President of […]

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Your Guide to Creating a Data Security Plan

Your Guide to Creating a Data Security Plan The IRS “reminds tax preparers that protecting taxpayer information isn’t just good for clients & good for business – it’s also the law.” The FTC (Federal Trade Commission) has provided guidance that tax preparers, much like other financial institutions, are required to create & update data security […]

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EFIN & PTIN – What Are They & Why Do I Need Them?

EFIN & PTIN – What Are They & Why Do I Need Them? While we hope you are enjoying the off-season, it is important for you to start thinking about the upcoming tax season & what you need to do to get your ducks in a row. Afterall, TY21 will be here before we know […]

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Handling Client Information – The Do’s & Don’ts

Handling Client Information – The Do’s & Don’ts When running a business, there are few things more important than taking care of your clients. Think fast – what does this look like to you/your company? A few that come to mind for us are… providing great customer service, listening/being proactive based on their needs & […]

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Minimizing Tax Liability In 10 Simple Steps

Minimize Tax Liability In 10 Simple Steps We understand that planning for the upcoming tax year can be difficult, especially during the off-season. However, we also know that planning is crucial when it comes to helping your clients minimize their tax liability. That’s where TaxAct Professional comes in… Our team has created an easy-to-follow guide, […]

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Let’s Talk About ARPA Updates for TY21

Let’s Talk About ARPA Updates for TY21 What is ARPA? ARPA, also known as the American Rescue Plan Act of 2021, is an economic stimulus bill that was passed by the US Congress in March of 2021. The goal of this bill is to expedite recovery, specifically from the economic & health effects of the […]

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What’s New – TaxAct Professional Tax Year 2021

What’s New for Tax Year 2021 Now that the 2020 Tax Season has officially wrapped, we are excited to announce changes that are being made to our software for TY 2021. You asked, we listened – keep reading for additional information on these updates… Onboarding & Training Dedicated training page with live webinars, a video […]

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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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