I recently received the hard copies of the Advanced I course and have already completed most of the reading and activities for Chapter 1 and 2. Advanced I goes back to some of the topics discussed in the Comprehensive Course but in more depth and also hits on some entirely new topics. I feel that […]
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Financing Operations Until Tax Season Starts
It should be no surprise by now that the 2014 tax season will be delayed by up to two weeks. For tax preparers, this means that you will be losing out on two week’s worth of revenue until the tax season starts. As a tax business owner, where will you get the money to finance […]
Social Media Tips for Tax Preparers
If you’re in the tax industry, you know that being knowledgeable about the tax code is not the only important credential you need to do your job. You also have to be good at building relationships, customer service, and networking to gain new clients. For a lot of preparers, social media doesn’t seem like an […]
Comprehensive Course Completed
I finished the comprehensive course and based on my first post it took me about 14 weeks. As is the case for all of us, sometimes life got in the way, but overall I feel like I kept a decent pace and most weeks was able to finish 2 chapters. When life wasn’t in the […]
7 Ways to Gain Visibility Over the Holiday Season
It’s officially the holiday season. While most people are planning parties, vacations, and focused on getting their holiday shopping done, tax professionals are preparing for tax season. Just because people seem to be focused on the holidays doesn’t mean all is lost for marketing your tax services. There are some great guerilla marketing techniques […]
How to Get Your Tax Business Off the Ground Before Tax Season
If you’re thinking about getting your tax business off the ground before tax season, you may have time to make it just under the wire. With a good base of tax knowledge and some great resources to help you, you can be up and running your own tax business in no time. We get a […]
Spending Time to Save Time
I can almost say that without exception, every time I rushed through the reading in a chapter and attempted quizzes, learning activities, or review questions, I ran into problems. It also seemed to be, without exception, that these problems could have been easily prevented had I slowed down and read with purpose instead just to […]
A Newfound Comfort in Filling out Returns by Hand
When I first started dealing with all of the tax return problems in this course by hand, I really, really missed software. It’s nice to answer a few questions, do a little data entry and just watch completed forms pop out of the other end. However, I never really thought too much about how much […]
Updates and Corrections: Don’t Leave Home Without Them
While I’ve been mostly happy with my approach of doing my work offline a couple chapters at a time and then entering them online at a later time, there have been a few mishaps on my part. The most important one being not checking the updates and corrections provided on the course website before answering […]