Blog

Displaying: December 2018

End-of-Year Checklist: 5 Housekeeping Items for Your Tax Prep Business

With so much focus on the new tax law and getting ready for filing season, have you remembered to double check these mundane-yet-utterly-important items for your tax preparation business? Here’s a quick rundown of what should be on your end-of-year checklist: 5 housekeeping items for your tax prep business. Business Insurance  How long has it […]

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3 Best Practices for Setting Up Your Own Virtual Tax Preparation Office

Whether you’re just getting started and don’t have a lot to invest in a traditional brick-and-mortar office set-up or you’re a seasoned veteran making money hand over fist, setting up your own virtual tax office could be a strong choice for you and your tax preparation business. Having a virtual tax office will make it […]

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Top Cryptocurrency Terms Every Tax Professional Should Know

  While cryptocurrency is a little more complicated than the currency we’re used to using, it’s still reportable to the Internal Revenue Service (IRS) for tax purposes.  A Cryptocurrency is a digital asset that is traded and secured using cryptography. You don’t need a bank to trade this currency, you can trade it peer to peer […]

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Student spotlight: How ReadySCORE™ helped Gary Whitehead pass the CPA Exam

We recently had the opportunity to chat with Gary Whitehead about his experience using Surgent CPA Review, and how ReadySCORE™  helped him pass all four sections of the CPA Exam. Gary is currently a licensed CPA and the CFO for a manufacturing company called FireDisc Cookers. Studying for the CPA Exam while working full time can […]

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How to Become an Enrolled Agent: Your Step-by-Step Guide

If you’re a tax preparer looking to take your skills to the next level, or if you’re looking for a new, fulfilling career working with and helping other people, or even if you’re a seasoned CPA looking to add a more tax-focused and nationally-recognized credential to your repertoire, you may want to consider earning your […]

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Press release: Surgent CPA Review announces hiring of Ryan Hirsch as director of market development

Hirsch will be responsible for increasing market development of Surgent’s University Pass product to accounting professors and major university accounting programs. Surgent CPA Review is proud to announce the hiring of Ryan Hirsch as Director, Market Development (MDM), Universities. Hirsch will be responsible for increasing the awareness and market penetration of Surgent’s University PASS (UPASS) […]

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November Tax Talk Live Broadcast

Did you miss our November Tax Talk Live Broadcast on Facebook Live? Each month, Enrolled Agents Ty and LuSundra? They spent some time covering the latest phishing scams and how to avoid them – especially sneaky scams that specifically target tax preparers. They also spent some time discusses changes to the tax law and how […]

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Surgent Ambassador Spotlight: Brennan Burke

This month’s Surgent Ambassador Spotlight goes to… Brennan Burke Hometown: Sylva, North Carolina Earning her bachelor’s degree in accountancy at Western Carolina University   About the Ambassador Program The Surgent CPA Review’s Student Ambassador Program is a leadership program that offers students an opportunity to enhance their business skills, gain exposure to the accounting industry, […]

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