Bank Product Integration
/in Uncategorized /by ChrisThe ability to provide a variety of options for the payment of your preparation fees, as well as provide other financial products your clients may be interested in, is important to many tax professionals. Many look to bank products to provide that flexibility.
How to Grow Your Practice by Sharing Your Expertise
/in Uncategorized /by ChrisIf growing your tax practice is a top priority, we applaud you and are excited to see your success. We all know it can be conflicting as to where to start your efforts in refining your business-building practices. A strong foundation of basic areas to focus on can be found in my article “The Top 5 Ways to Keep Yourself Essential”. The “5 E’s” of 1. Share your Expertise, 2. Show you Empathize, 3. Be Evident, 4. Exceed Expectations, and 5. Hire an Expert, is the best place to start your brainstorming.
A LETTER FROM US
/in Uncategorized /by ChrisThis year has been one for the history books! Years down the road we wonder if our grandchildren and great grandchildren will look at us in awe as we talk about 2020. One of the funniest memes we saw was from the movie “Back To The Future”. It has Marty and Doc working with the DeLorean and it just says “Rule Number 1 – Never Set It To 2020.”
IRS highlights online resources during Small Business Week; many resources available in multiple languages
/in Uncategorized /by Chris
IRS highlights online resources during Small Business Week; many resources available in multiple languages
WASHINGTON – In support of National Small Business Week – Sept. 22 to 24 – the Internal Revenue Service is emphasizing the many IRS online resources available to help small business owners and self-employed individuals handle the tax aspects of their business.
Amended Returns Ready for E-file
/4 Comments/in Uncategorized /by ChrisAfter many years of IRS rumors, the ability to e-file an Amended U.S. Individual Tax Return (1040-X) is finally here! On August 17th the Wintax 1040 software will update to include this new capability with some IRS stipulated limitations of course. Please read the list below.
Dirty Dozen part 2: Thieves are constantly coming up with ways to scam taxpayers
/in Uncategorized /by Chris
This is the second of two tips exploring the IRS Dirty Dozen tax scam list. Tax scams tend to rise during tax season or during times of crisis. Scam artists are using the COVID-19 pandemic to try to steal money and information from taxpayers.
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Dirty Dozen part 1: Taxpayers should be on the lookout for these scams
/in Uncategorized /by adminAll tax scams put taxpayers at risk. This is the first of two tips taking a closer look at the IRS Dirty Dozen tax scam list. This year, taxpayers should be especially, watchful for aggressive schemes related to COVID-19 relief, including Economic Impact Payments.
Top 5 Ways to Keep Yourself “Essential” to Today’s Consumer
/in Uncategorized /by Catherine DaltonTOP 5 WAYS TO KEEP YOURSELF “ESSENTIAL” TO TODAY’S CONSUMER
These Coronavirus times find us rearranging our schedules, working in different places at different times, and changing the way we interact with our family, our friends, and our clients. Just as important and vital to the success of our business is the need to retain and improve our relevancy in this highly competitive market.
What can I do with my Economic Impact Payment on a prepaid debit card?
/in Uncategorized /by adminWhat can I do with my Economic Impact Payment on a prepaid debit card? Millions of people will get their Economic Impact Payment by prepaid debit card Issue Number: COVID Tax Tip 2020-61 Nearly four million people are being sent their Economic Impact Payment by prepaid debit card, instead of paper check. The determination of […]
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