Federal Direct Tax Preparation Training
Having a well-rounded training program is important for any tax office, but it is vital for a tax office looking to penetrate the market. Independent tax offices have several areas of training on which to focus. No one comes to a tax professional with the easy stuff! They come to you because you are versed […]
Current Federal Direct Tax Services Discounts
Current Federal Direct Discounts: *Federal Direct 10% Military Discount on all partnerships. *Professional courtesy discount available to EAs, CPAs and Attorneys. *All 2020 Gold & Platinum partnerships include Tax Messenger and Electronic Signature utilities. *Mobile App included for Platinum partnerships.
Tax Business Marketing Mix
Marketing is often a second thought when starting your own tax prep business; when the truth is, tax advertising should be the first thing you consider when constructing the foundation for a successful startup. You can be the best tax preparer, EA, or CPA in the country and be able to do taxes in your […]
How to Name Your Tax Office
Selecting the name of your new tax office can seem a little overwhelming but it does’t need to be so complicated. Many, if not most, franchises require you to use that name. After all, you are essentially buying the goodwill that accompanies that tax service name. However, if you are a Federal Direct partner or […]
PTIN Fees Return With Extra Fees
The IRS has announced the return of fees for a Preparer Tax Identification Number (PTIN). Additionally, they have outsourced processing of applications and payments so there is an additional fee on top of the basic application fee. The IRS fee is set to be $21 per application or renewal plus a $14.95 fee to the […]
Tax Office Training
Training your tax preparers can be a daunting task, but it doesn’t have to be. We’ve compiled a list of important tax preparer training categories. Ranging from software and tax law training to online security, with our list of best practices for tax office training, we hope this will help to ensure that you and […]
What is the real cost of starting a tax business?
If you are considering starting a tax preparation business, there are a few different types of actual costs to consider. Each type of cost will require sacrifice and planning. The three main types of small business start-up costs to consider are: finances, time, and effort (mental and physical costs). To help measure the real financial […]
Tips on Basic Online Security & Identifying Tax Related Email Scams
Start by knowing that the IRS or software vendor will never ask you for your personal information and security questions via email. Please take some time to read our online information security tips below. Always be suspicious of unexpected emails, even if it appears to come from a legitimate source. Triple check emails before ever […]
Alert: Watch for Scam/Phishing Emails!
Please be on the alert for fraudulent email messages requesting sensitive personal and business tax information. These emails can appear to come from many different sources pretending to be the IRS, Federal Direct, State Departments of Revenue, Tax Software Companies, etc. One such recent IRS tax scam email has been identified as coming from a […]
ITIN Credit Rules Enforced. Here are some tips.
No, an ITIN holder cannot claim credits for back year’s returns. The law changed in Dec. 2015 with HR2029. This means no Child Tax Credit or American Opportunity Credit (among others) for any year beyond a current and timely filed tax return. If you file late, as in after April 15th, you will NOT get […]