TaxAct Professional Summer Trade Shows Announced

As tax season wraps up in a few weeks (April 17, 2018), you may already be thinking ahead to how you can improve your tax practice in the “off season”. For many of you, attending trade shows is one way to not only earn valuable continuing education credits, but to browse the show floor for […]
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Benefits of Automatic Mileage and Expense Tracking

We all know self-employed clients are immensely valuable to a tax prep office. Their returns tend to be longer and more complex than the average client’s and, therefore, more profitable.
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Webiquity: Five Local Marketing Tricks That Win

A successful and effective online presence for a small business starts with these five must haves.
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Protection Plus: Cyber Liability Information

Cyber criminals are targeting tax professional systems to access taxpayer data. There is much talk addressing consumer concerns, but little is said about protecting the tax professional from the impact of a data breach. A study sponsored by IBM and conducted by the Ponemon Institute released in June 2016 found the average cost of a […]
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Biz2Credit: Financial Tips Webinar for Accountants

This webinar features tips and advice specifically for tax professionals from Biz2Credit, small business funding experts in accounting and small business finance. Topics include best sources of capital, and growth strategies for tax preparers, CPAs, and their clients. The webinar features Tracy Kelleher, Vice President of Business Development at Biz2Credit.
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Protection Plus: General Audit Information

Who does the IRS audit? 1. Taxpayers with Suspicious Activity This can include taxpayers who have made mathematical errors on their returns, who claim an unusually high amount of charitable donations, who are self-employed and report too many losses or business expenses, who fail to include part of their income, or who round up a […]
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BluePay: Expand Your Tax Preparation Business with a Virtual Terminal

Whether you prepare taxes in a brick-and-mortar storefront location, in your home, or on the road, you can easily hand-key credit, debit, or ACH payments using a virtual terminal.
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Surgent: Residential Mortgage Interest & Co-Ownership

By Anthony P. Curatola, Ph.D Section 163(h) of the Internal Revenue Code (IRC) provides, in part, that no deduction shall be allowed for personal interest paid or accrued during the taxable year by a taxpayer other than a corporation (i.e., an individual taxpayer). Thus, individual taxpayers can’t deduct interest paid on their credit cards, auto loans, […]
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SurePayroll: Five Ways to Evaluate Your Tax Business after Filing Season

For many accountants and professional tax preparers, the end of filing season can bring a sigh of relief and a welcome slowdown in client work. Although the tax deadline can bring back some sense of work-life balance, successful tax preparers use the month of May and beyond to evaluate the filing season, their business and […]
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Protection Plus: Add-On Presentation Strategies for the Tax Professional

When a client comes in to do their taxes with you, they are placing their trust in you. Consider this: when you go to doctors, you listen to what they tell you because they know much more about health and the medical field than you do. If your doctors tell you to get an x-ray […]
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