Client Retention Strategies: Building Trust & Preventing Attrition Using Professional Habits and Effective Communication
Owning a tax preparation business can be rewarding and lucrative, but it can also be challenging to establish yourself as a reputable tax preparation office in your area. After working hard to become the expert tax preparer that you now are, it’s time to ensure that your professional habits are just as well-defined as your […]
Building A Strong Online Presence For Your Tax Business
Building a strong online presence for your tax office is very important. One of the main benefits of having cultivated a strong online presence for your tax office is that it will help people find your business. Maintaining consistent messaging across your online properties will help keep your customer base informed on your business activities […]
IRS Shutting Down MeF E-File System on November 18th, 2023: File Your Taxes Early!
The Internal Revenue Service (IRS) will be shutting down its Modernized e-File (MeF) system on November 18th, 2023, for annual maintenance. This means that taxpayers will not be able to e-file their individual income tax returns during this time. The MeF system is used by both taxpayers and tax preparers to e-file individual income tax […]
2024 PTIN Renewals Open
The PTIN portal is officially open for new 2024 PTINs and for PTIN renewals for 2024. A little bit of good news is that the price is a little less than it was last year. The fee to renew or obtain a PTIN for 2024 is $19.75. The fee is set at $11 per application […]
A Guide to Selecting the Best Tax Preparation Program
Being a professional tax preparer is a challenging role, but with the right tax preparation program, it can be much easier. In today’s digital age, numerous software solutions are available to simplify the process, but choosing the best one for your specific needs can be overwhelming. Let’s walk through the key considerations to help you […]