Passing on the Torch: Succession Planning for Your Practice
“What happens to my clients when I retire?” Regardless of the size of your practice, it’s a big question with some potentially big implications.Read more
Are You Marketing Your Services to the Self-Employed?
Global consulting firm McKinsey found that there are roughly 68 million freelancers in the US. Think about that for a second, the gig economy (Uber, Lyft, Doordash, .etc) has revolutionized freelancing for 1/5 of America and it’s only going to grow larger. The unfortunate part about statistics on freelancing is that the BLS (Bureau Of Labor & Statistics) […]Read more
Webinar: Earn Your Enrolled Agent (EA) Credentials This Year
Becoming an Enrolled Agent might seem like a huge undertaking, but with the right plan in place, you can you can get on track to ace the exam this year. Enrolled Agent (or EA) is a type of tax advisor who is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury. The enrolled […]Read more
TaxAct Professional Summer Trade Shows Announced
With tax season 2017 behind us, 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 the latest and greatest tax preparation […]Read more
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.Read more
Webiquity: Five Local Marketing Tricks That Win
A successful and effective online presence for a small business starts with these five must haves.Read more
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 […]Read more
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.Read more
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 […]Read more
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.Read more