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Displaying: January 2024

What does it take to become an enrolled agent?  

Taking a position as an enrolled agent can be a hefty boost to your paycheck and professional outlook long into the future. Not only will you see job security and earn a living wage, but employers everywhere will immediately know your value, putting you above candidates without the EA credential on their resume. You’ll also […]

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Chartered Tax Professional (CTP) Certificate Program (Copy)

CTP® Certificate Program Includes: nAn 18-month program that consists of five income tax courses totaling 157 continuing education (CE) hours. Plus, a 300-hour experience requirement that can be completed over two tax seasons to receive the CTP® designation.n n Comprehensive Tax Coursen n 48 CE hours n 6 month completion time n For California Students: […]

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Client communication in the digital age: enhancing your online presence

Effective communication is the cornerstone of success for tax professionals striving to cultivate robust connections with their clientele in today’s fast-paced business landscape. As technology continues its rapid evolution, using digital tools such as websites, social media platforms and email have become imperative in enriching client relationships and nurturing trust. Beyond possessing profound technical acumen […]

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Finance vs. Accounting: Choosing the Right Major for Your Career

As you navigate your college journey, choosing the right major is one of the most significant decisions you will face. Among the myriad options, finance and accounting are lucrative and prestigious paths, each offering unique opportunities and challenges. Whether you’re drawn to the dynamic world of finance or the stability of accounting, understanding the nuances […]

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Navigating the Tax Busy Season: Actionable Tips for Success 

As tax preparers gear up for the inevitable hustle and bustle of the busy season, the looming question on everyone’s mind is, “When is tax busy season?” For new and seasoned tax professionals, the period leading up to the tax deadline can be challenging and rewarding. In this blog post, we’ll explore actionable tips and […]

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Career Paths for CPAs Beyond Public Accounting

Embarking on a career as a certified public accountant (CPA) often begins with visions of a traditional path in public accounting. While public accounting can offer valuable experience, it’s essential for college accounting and finance students and early career accountants to know that alternative career paths exist, providing diverse opportunities to leverage their CPA designation. […]

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5 tips for building and managing a successful tax practice 

In the dynamic landscape of tax preparation, where regulations are ever-evolving and client expectations are rising, owning and managing a successful tax practice requires a strategic approach. As a seasoned tax professional, you understand the challenges and opportunities that come with the territory.   In this blog post, we will delve into indispensable tips on building […]

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How Long Does It Take to Study for the EA Exam?

Embarking on the journey to become an enrolled agent (EA) is a significant step toward a rewarding career in taxation, but mastering the EA Exam poses its own challenges. The key to success lies not just in hard work but in adopting a strategic and efficient approach to your study plan. At Surgent, we understand […]

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We Teach – Add Student

‘– INTERNAL USE ONLY –nnCustomers who have already purchased a We Teach package and are eligible for the group discount may add additional students using this product.nnExample: Customer/Instructor has already purchased a We Teach 5 student pack, and wishes to add an additional 2 students. Members of our sales team can purchase this product on […]

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