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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7 proven strategies to gain new clients as a tax preparer
As a tax preparer, growing your client base is essential for the success of your business. In this competitive industry, it’s crucial to have effective strategies in place to attract new clients. In this blog post, we’ll explore seven tried-and-true techniques to help you expand your clientele and build a thriving tax preparation business. Develop […]
7 cybersecurity tips for your tax prep business
In today’s digital age, cybersecurity is critical for businesses of all sizes and industries. Tax preparation businesses handle sensitive financial information, making them an attractive target for cybercriminals. As the digital landscape evolves, staying one step ahead of potential threats becomes an imperative duty for tax experts. This comprehensive guide will equip you with the […]
Transition Policy Lets Candidates Keep Passed CPA Exam Sections
We have great news as you enter the CPA exam journey! NASBA approved an amendment to the UAA, allowing state boards to extend the CPA Exam pass window from 18 months to up to 30 months, giving candidates up to an extra 12 months to pass all four parts once they pass their first section. […]
Empowering tax pros: Benefits of being an enrolled agent
In the realm of tax preparation, the expertise of an enrolled agent (EA) can be a game-changer. As tax laws evolve and financial landscapes shift, professional tax preparers face the challenge of maintaining their expertise at the highest level. In this dynamic environment, the EA credential emerges as a beacon of excellence, a testament to […]