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TaxAct® Professional Is Now Hiring! Are you interested in an opportunity to help more taxpayers and add some additional income as a side hustle, while still utilizing your tax prep knowledge? TaxAct Professional will be hiring remote Tax Experts for TY21, and we would like to offer you an opportunity to apply! What is a […]

How to Market Your Firm Hello, my name is Nyrie and I am the owner of Tax Prep A-Go-Go. You have to say my company name with some pizazz. Tax Prep A-GO-GO! I have been preparing tax returns for over 15 years. It all started when my best friend came to me in 2006 and […]

Top 2021 ENGAGE Takeaways At the end of July, TaxAct Professional attended the 2021 ENGAGE conference in Las Vegas. Watch the video below to learn more about the major takeaways we learned at this event… Where can you find TaxAct Professional next? In late September, we will be attending the 2021 NATP Tax Forum & Expo! Stop […]

Learn How to Add/Import Stock & Bitcoin Trades Do many of your customers invest in stock & bitcoin? If so, how are you currently entering this into your tax software? Recently, after talking to a current Pro, TaxAct Professional discovered that many of our customers have been manually entering 100’s of stock/bitcoin trades & transactions […]

Do You Prepare Taxes with TaxAct® Professional’s Enterprise Bundle? If you answered yes, keep reading to learn how you should store tax returns within this version of our professional tax software. Many Pros that prepare taxes with our Enterprise Bundle store their tax returns locally (on their computer), with the assumption that TaxAct Professional’s back-up […]

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 […]

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 […]

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 […]

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 & […]

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, […]

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 […]

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 […]

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 […]

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 […]

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 […]