Practice Management

Certifications You Need to Start Your Own Tax Business

If you become a tax preparer, it is important to have the skills to accurately do clients’ tax work. Potential clients need to ...

Jessica Lundin Jessica Lundin
22 May, 2019
Practice Management

What Is KBA and Why Does Your Firm Need to Use It?

Knowledge-Based Authentication, or KBA, is an essential component of a multi-layer security strategy within eSign that ensures ...

Micala Ricketts Micala Ricketts
17 May, 2019
Practice Management

9 Podcasts for an Accountant's Morning Commute

One of the most productive things accountants can do during their morning commute is expand their knowledge by listening to ind...

Micala Ricketts Micala Ricketts
15 May, 2019
Tax Resolution

3 Reasons to Become an Enrolled Agent

The distinction of becoming an enrolled agent can make a big impact on a tax accountant’s professional life.

Micala Ricketts Micala Ricketts
9 May, 2019
Tax Resolution

How Much Should You Charge for Tax Resolution Services?

Curious about how your pricing compares to other tax professionals across the country? Check out our free 2019 Tax Resolution P...

Micala Ricketts Micala Ricketts
7 May, 2019
Tax Preparation and Planning

Your Home, Your Taxes: Homeownership and the Related Taxes

Here's what you need to know about the tax benefits of owning a home, as well as the taxes associated with selling a home.

Louise Hartford Louise Hartford
25 Apr, 2019
Tax Resolution

Get Authorized to Represent Tax Resolution Clients in 3 Steps

Ready to start offering tax resolution? We'll walk you through the steps of getting authorized to represent tax resolution clie...

Meg Monk Meg Monk
24 Apr, 2019
Practice Management

SOC 2 Compliance and Why It Matters

SOC reports, specifically SOC 2 certification, are an excellent way for tax firms to show their clients that their data securit...

Micala Ricketts Micala Ricketts
5 Apr, 2019
Tax Preparation and Planning

Helping Tax Clients Who Are Retired

Tax accountants are in an excellent place to help retiring clients transition from one phase of life to the next by offering fi...

Micala Ricketts Micala Ricketts
3 Apr, 2019
Tax Preparation and Planning

How to Manage Freelance Clients

There are many different factors to consider when paying taxes as a freelance worker, and tax accountants can be a big help to ...

Micala Ricketts Micala Ricketts
21 Mar, 2019
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