Refund Transfer is Great for Your Business

Refund Transfer is Great for Your Business Let your clients file for $0 upfront, earn more money from incentives, and grow your business. What is a tax-related bank product? Bank Products are services that tax preparers can offer to their clients.1 Refund Transfer allows tax preparation and other authorized fees to be deducted from your client’s tax refund. This product allows taxpayers to use tax-prep services without paying tax-preparation fees upfront. Direct deposit allows the taxpayer’s refunds to be direct deposited from the IRS or State instead of having to wait for a mailed che...
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Add an Entire Tax Audit Defense Department to Your Firm Today!

TaxAct Professional® has partnered with ProtectionPlus® Firm-Level Program Provide Protection Plus benefits to all your clients with the Firm-Level plan option. For only $10 per 1040 return, your clients instantly gain additional peace of mind when they file with you. Per-Return Program With the Per-Return plan option, your clients have the option to add Protection Plus at a base price of $44.95. You may also use this as an opportunity to generate additional revenue for your tax business with an optional markup of up to $50. TaxAct has partnered with Protection Plus to provide compr...
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Did You Offer Your Clients Bank Product Services Last Year?

Look out for our Bank Product Enrollment Email in early September! Want to continue offering your customers refund transfers and cash advances? Then it’s almost time to re-enroll in TaxAct® Professional Bank Products!1 (Yes, you must enroll every year — don’t worry, it won’t take long.) It’s easy to re-enroll, at no cost to you, and allows your clients to use tax-prep services without paying all the fees upfront.2 Here’s why you should re-enroll today: Free Software: Get free software if you file over 400 returns, each with a funded refund transfer.3 Incentives: Sign up for TaxAct...
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Tax Pros are Becoming the Number One Target of Identity Thieves

Tax Preparers are among some of the most targeted professionals when it comes to “identity thieves.” The amount of client information that you have access to is why you must take extra precautions to protect your clients' personal data. Per the IRS: “Their tactics: using email, the phone, or other means to trick you into giving up computer passwords, e-Services passwords, to steal your EFINs or CAF numbers or even to take remote control of your entire computer system." "Protecting client data also is the law. Federal Trade Commission regulations require professional tax preparers to create...
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Five Reasons Tax Professionals Should Offer Financial Planning

Five Reasons Tax Professionals Should Offer Financial Planning Sustainability is Key to a Tax Professional's Growth Growing a tax and accounting practice can seem daunting because of the 1:1 relationship between the income you earn and the hours you have put in to earn it. Unlike other small businesses that benefit from passive income streams and other economies of scale, the only way to really grow your tax practice is by adding more clients, which either requires even more hours from you or additional staff to take on the work. Either solution can come at a substantial cost, but there ...
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The 4 Things Your Pricing Should Include in 2022

The 4 Things Your Pricing Should Include in 2022 It’s time to stop giving away your time for free! Recently, we discovered that many of the customers we work with do not understand their worth as a tax professional. Because of this, so many are undercharging for their tax preparation services! According to the 2021 NATP Fee Study, 74% of tax professionals reported that the increased complexity of their work has directly impacted their profitability. What does this mean? It means you are not alone! Data also shows that “Per-Form,” and “Per-Hour” are no longer the best approach char...
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TaxAct Pro + TheTaxBook WebLibrary

Announcing that TaxAct Professional has Partnered with The Taxbook! Take advantage of a special discount on WebLibrary Plus from TheTaxBook. Now just $229 for TaxAct Professional customers (regular price $319). TaxAct Professional is teaming up with TheTaxBook to offer you an integrated tax research solution: WebLibrary Plus. What is WebLibrary Plus? WebLibrary Plus allows you to spend more time serving your clients and less time searching for tax-related information. It helps you find answers to complex questions with well-written and easy-to-understand explanations and examples. ...
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What’s New TY22 – Check out the Highlights

Now that TY21 is in the books, it’s not too soon to start thinking about TY22. We’ve been planning ahead and working to make our tax software even better. Now is your chance to lock in the savings* and check out the Highlights for TY22: E-signature Integration –Use electronic tax signing software to get everything signed and tracked from anywhere. No significant price increase — Same list price and discount as Q2 last year.* Bank products & Incentives – Claim $5 per Refund Transfer and offer clients CashAdvance for TY221 Expanded forms and e-file coverage – We...
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Exclusive Tools From TheTaxBook, For Tax Pros!

Exclusive Tools From TheTaxBook, For Tax Pros! We are excited to announce that we have partnered with TheTaxBook for extension season, TY22, and beyond! Now, TaxAct Professional is able to provide our pros with an award-winning tax research solution, at a discounted rate that is the lowest in the marketplace - $229. To give you a glimpse into just how beneficial this resource can be for your business, we’ve provided you with a free sample of their offerings. To download this content, simply complete the form below to access, compliments of TaxAct Professional and TheTaxBook. Interested in s...
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🚨 TaxAct Professional has partnered with The TaxBook

TaxAct Professional is now partnering with TheTaxBook to provide our customers with an easy-to-use research solution in & out of tax season. And, our rate is the lowest in the marketplace at $229. ❇️   Award-winning software ❇️   Tax information at your fingertips ❇️   Time-saving research ❇️   And more... Extension Season is the perfect time to take advantage of this new offer! Order TheTaxBook's WebLibrary Plus today, by giving our sales team a call at 319-536-3571. Happy researching!
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Guide to Building a Referral Program

Guide to Building a Referral Program Referrals are a crucial part of building and scaling a business – no matter what industry you’re in. Recently, we learned that many of our customers have not taken the time to create a formal referral program within their tax firm. Why? Time is obviously a huge factor, but in addition to this, most pros just don’t know where to start. That’s where TaxAct® Professional comes in. We've created a guide that walks you through building a referral program for your tax firm AND provides you with the tools to begin marketing it to your customers. That’s right –...
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Bank Products for Tax Preparers

Bank Products For Tax Preparers, That Your Clients Will Love. Bank Products benefit your clients, while also helping you reach your earning potential. Download our free eBook below, to learn about how adding Bank Products can grow your business tax season to tax season. Plus, we will discuss the ins  and outs of all things Bank Products, so that you are properly prepared before making this decision. In this eBook you will also find resources and contact information for experts on our team and within the industry, that are always happy to help answer any additional questions you may have. Dow...
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Get Comfortable Offering Bank Products

https://youtu.be/1BZoZ8FG9go?t=0 Watch our webinar to learn more about Bank Products. Offering Bank Products to your clients allows you to reach more potential customers and earn additional revenue. Watch a panel of experts discuss everything you need to know after enrolling in Bank Products!After you watch the video, head over to our Bank Products Usage Page. It's full of useful information that'll help you present Bank Products to your clients with confidence! Be sure to bookmark it, too. Bank Products are offered by Republic Bank & Trust Company, Member FDIC or Santa Barbar...
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Avoiding Burnout — Tips to Help

Avoiding Burnout - Tips to Help Hello, my name is Nyrie Sarkissian 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 said, “I haven’t filed a tax return for 4 years”. I sprang into action and here we are today. From learning how to fill out a 1040 manually 15 years ago, to now – using TaxAct®, first-class professional tax preparation software. ---------------------------------------------------------------------------------...
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A Few Tips on Collecting Payment from Clients

A Few Tips on Collecting Payment from Clients Hello, my name is Nyrie Sarkissian 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 said, “I haven’t filed a tax return for 4 years”. I sprang into action and here we are today. From learning how to fill out a 1040 manually 15 years ago, to now – using TaxAct®, first-class professional tax preparation software. -------------------------------------------------------------------...
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