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Displaying: December 2016

A year in review: What to watch for as you prep for the CPA Exam

It was a big year in 2016 for the CPA Exam! The FASB issued several ASUs, some of which will be tested beginning this January, the testing window for 2017 was extended, and the AICPA announced that the exam will change on April 1, 2017. We understand that keep track of these changes can be […]

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Get Social in 2017: A Social Media Checklist for Tax Preparers

The 2017 tax year is right around the corner. If you haven’t jumped on the social media train, you’re likely losing out to exposure and leads. Social media isn’t a magic bullet but it can have a huge impact on growth, reach, and exposure when combined with other marketing efforts this tax season. Here are some […]

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Be Nice.

The nice bot wants to make the internet a better place. And we love it! It tweeted Peoples Tax a few months ago and the message has stuck with us.   With all of the negativity in the world – especially on social media – the Nice Bot is a breath of fresh air. Being nice is […]

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How to conquer the CPA Exam by studying less

The importance of time hasn’t been understated in history. Everyone from Einstein to Hemingway has expounded the significance of each second, but we seem to waste it constantly. That’s why I’m going to explain how you can stop wasting your CPA Exam study time – by studying less. Sure, you can spend 250 hours studying […]

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Doing Your Due Diligence

The IRS takes due-diligence requirements very seriously. In fact, in order to prepare for the upcoming season this year, they sent letters to paid tax preparers whom they suspected were noncompliant in meeting their Earned Income Tax Credit (EITC) due-diligence requirements. According to The Journal of Accountancy, the IRS estimates that between 22% and 26% […]

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Essential Tax Office Training Check List

As the end of the year creeps up on us and the holiday parties pile up, it’s necessary to remain focused on preparing yourself, your tax office, and your employees for the upcoming tax season. If you’ve hired new tax preparers, training them is of utmost importance. On-boarding new preparers and training them on customer service […]

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Surgent CPA Review receives No. 1 ranking on CPA Exam Hub

DEVON, PA (PRWEB) – Surgent CPA Review, a comprehensive CPA Exam prep program that guarantees participants will pass the CPA Exam the first time, received a #1 ranking from CPA Exam Hub, a CPA Exam comparison site. Surgent ranked higher than the other 21 programs evaluated in all but 2 ranking factors, receiving a No. […]

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Important Items to Secure Before Tax Season

Are you ready for the upcoming season? If you haven’t renewed your PTIN then the answer is no. Anyone who prepares or helps prepare federal tax returns for compensation must have a valid Preparer Tax Identification Number (PTIN) from the IRS. The PTIN is an identifying number for a specific tax preparer on returns prepared. […]

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