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A Review of TaxWise Tax Software provides a detailed review of TaxWise tax software.  For a comparison of TaxWise tax software reviews against other top software for 2018, visit[…]

A Review of Drake Professional Tax Software aims to provide tax professionals with a thorough Drake Tax Software review.  For a comparison of Drake software reviews against other software, or to download a Drake Tax Software demo, visit[…]

CrossLink Professional Tax Software Reviews and Ratings
For CrossLink Professional Tax Software reviews and reliable feature-ranked ratings of other software and bank products visit us at[…]

How Healthy is Your Tax Office?
The health of your tax office is ultimately and quite obviously your ability to maintain and grow your client-base. As a tax professional, you know the importance of constantly building a strong book of business by providing the best possible services and solutions to your clients.[…]

Compare Professional Tax Software Before Tax Season Begins!
As a tax professional, you know the importance of constantly building a strong book of business by providing the best possible services and solutions to your clients. Going through tax season with the professional tax software that supports your services while offering the right solutions can make all the difference in that aspect.[…]

  • Top 4 Client Retention Strategies for Your Tax Preparation Business

    If you haven’t done it already, this is the perfect time of year to put any one of these top 4 client retention strategies for your tax preparation business into place. Client retention should be a strong, foundational piece in your overall marketing strategy. Some of these strategies can be (and should be) used throughout […]

  • Encourage Clients to File Their 2018 Tax Returns Early

      It’s official, the 2019 tax season kicks off on Monday, January 28th. As you know, the government shutdown is not going to delay the start of the tax season or the processing of refunds. Unfortunately, your clients don’t know that. The shutdown is likely giving them a false sense of security that they now […]

  • December Tax News Recap: Shutdowns, Changes, and more Scams

    Oh December! As the world winds down for the holidays, tax preparers gear up for tax season – a season that is bound to be a tough one between the threat of a government shutdown and all of the tax law changes that go into effect. Here are the top stories in the tax industry […]

  • End-of-Year Checklist: 5 Housekeeping Items for Your Tax Prep Business

    With so much focus on the new tax law and getting ready for filing season, have you remembered to double check these mundane-yet-utterly-important items for your tax preparation business? Here’s a quick rundown of what should be on your end-of-year checklist: 5 housekeeping items for your tax prep business. Business Insurance  How long has it […]

  • 3 Best Practices for Setting Up Your Own Virtual Tax Preparation Office

    Whether you’re just getting started and don’t have a lot to invest in a traditional brick-and-mortar office set-up or you’re a seasoned veteran making money hand over fist, setting up your own virtual tax office could be a strong choice for you and your tax preparation business. Having a virtual tax office will make it […]

  • Top Cryptocurrency Terms Every Tax Professional Should Know

      While cryptocurrency is a little more complicated than the currency we’re used to using, it’s still reportable to the Internal Revenue Service (IRS) for tax purposes.  A Cryptocurrency is a digital asset that is traded and secured using cryptography. You don’t need a bank to trade this currency, you can trade it peer to peer […]

  • November Tax Talk Live Broadcast

    Did you miss our November Tax Talk Live Broadcast on Facebook Live? Each month, Enrolled Agents Ty and LuSundra? They spent some time covering the latest phishing scams and how to avoid them – especially sneaky scams that specifically target tax preparers. They also spent some time discusses changes to the tax law and how […]

  • November Tax News Recap: Tax Pros Have New Verification Option for IRS e-Services, Plus Higher Enrolled Agent Fees

      As you probably would expect, tax news and updates are coming fast and furious as we get closer to January 1. One important new development is that the IRS has added student loans to the list of ways professional tax preparers can verify financial account data when you register for its online e-Services. The […]

  • Top 7 Things Tax Preparers Can Be Thankful for This Year

    I can’t help but notice that when I stop and appreciate all the things that go right in my life, all the struggles and things that go wrong suddenly don’t seem so bad anymore by comparison. Focusing on what you’re grateful for is a great way to keep perspective on what’s important in your life. […]

  • 5 Ways to Get in On Small Business Saturday as a Tax Business

    Small Business Saturday is right around the corner! While this special holiday is geared towards holiday shopping and supporting retail businesses, it’s also about celebrating the small, local business in your community. And, if you are a local tax firm, that means you too! Don’t write the holiday off as not for you – take […]

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