Practice Management

Why Client Transparency Matters in Your Tax Practice

Every strong relationship is based on trust, and the key to gaining and keeping the trust of your clients is practicing transpa...

Micala Ricketts Micala Ricketts
9 Oct, 2019
Practice Management

What You Need to Know About Filing IRS Form 8821

While you’ll eventually need to file a power of attorney for clients you’re representing to the IRS, you may consider filing Fo...

Micala Ricketts Micala Ricketts
7 Oct, 2019
Practice Management

8 Simple Ways to Manage Clients Efficiently

One way to add more time to your week, and take control of your hectic schedule, is to practice efficient client management.

Micala Ricketts Micala Ricketts
4 Oct, 2019
Marketing Your Practice

5 Tips for Growing Your Tax Resolution Practice

One of the main hurdles for many new tax entrepreneurs is finding ways to grow their practice on a limited budget.

Carly Moore Carly Moore
26 Sep, 2019
Tax Preparation and Planning

3 Tax Issues to Consider for High-Income Individuals

High-income taxpayers have a unique set of tax issues that can become complicated without the help of a tax pro.

Micala Ricketts Micala Ricketts
25 Sep, 2019
Practice Management

3 Ways to Help Your Clients Renew Their ITINs

If you have a client with an expiring Individual Taxpayer Identification Number (ITIN), here's how you can help them renew it.

Meg Monk Meg Monk
20 Sep, 2019
Tax Resolution

The 2019 Guide to Getting Your Offer in Compromise Accepted

Give each of your clients’ OIC applications the best chance of being accepted by following our step-by-step guide for success.

Jeffrey McNeal Jeffrey McNeal
13 Sep, 2019
Practice Management

10 Benefits of Managing a Virtual Tax Practice

Just like many other small businesses today, you can create a virtual team for your tax practice and achieve massive success do...

Carly Moore Carly Moore
11 Sep, 2019
Tax Preparation and Planning

10 Tax Preparer Penalties to Avoid

Don't risk triggering these 10 IRS tax preparer penalties.

Micala Ricketts Micala Ricketts
5 Sep, 2019
Practice Management

How to Go Paperless in Your Tax Practice

Going paperless will allow you to spend more time on meaningful work, save you money, and help grow your tax practice.

Micala Ricketts Micala Ricketts
21 Aug, 2019
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