The IRS Annual Filing Season Program Everything You Need To Know

Jul 15, 2019 2:55:13 AM

The U.S. Tax Code can be seriously complicated. Because of this, many taxpayers don’t feel confident preparing their own federal income tax returns, even with tax software. But using a Certified Public Accountant (CPA), an Enrolled Agent (EA), or a tax attorney to prepare a tax return can be expensive, and these professionals’ schedules often fill up early in the year. Enter the tax return preparer.Read More

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Posted By Parker Hoff

Client Retention and You: Firing (Part 2)

Mar 26, 2015 10:00:00 AM

ClientRetention_P2

When do you have to fire a client? Not all clients are equal. There are some you may not want to come back. Here are a few reasons to let a client go.

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Posted By Nick Captuo

Client Retention and You: Hiring (Part 1)

Mar 24, 2015 10:00:00 AM

ClientRetention_P1

How do you get clients? Better yet, how do you keep them and when should you let certain ones go? Read more to learn about client acquisition and retention.

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Posted By Nick Captuo

How to Handle Early Distributions: Qualified Plans, Non-Qualified Plans, and IRAs (Part 2)

Mar 19, 2015 10:00:00 AM

Early Distribution Retirement Plans How do tax preparers best handle early retirement distribiutions? Learn more about General Penalty Waivers, Qualified Plan Waivers, IRA Waivers, and ROTH IRA's.

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Posted By Nick Captuo

How to Handle Early Distributions: Qualified Plans, Non-Qualified Plans, and IRAs (Part 1)

Mar 17, 2015 10:00:00 AM

Early Distribution Retirement Plans Early distributions from retirement plans have become a more frequent occurrence as clients struggle with protracted unemployment and underemployment. How can tax professionals make things less painful for clients going through hardships?