Marketing is often a second thought when starting your own tax prep business; when the truth is, it should be the first! You can be the best tax preparer, EA, CPA or Tax Attorney in the country and be able to do taxes in your sleep, but that does not translate to a successful tax … Continue reading "Pre-Season Tax Office Marketing Webinar"

This course - one of our "Understanding the Principles of Individual Taxation" series - will cover the reporting of capital gains income due to everything from yard sales, business asset sales, stocks, virtual currency, and beyond for TY2025 onwards.

This course - one of our "Understanding the Principles of Individual Taxation" series - will cover the various tax benefits and credits associated with education as outlined primarily in IRS Publication 970. This course applies mostly to TY2025 tax law, but does contain some historical discussion.

Conference call covering important preseason items for new partners with Federal Direct. We will be covering what you should be doing now to help ensure a smooth tax season this coming January. This call is targeted toward New Tax Office Partners with Federal Direct and will touch on Important Dates, New Registration/Enrollment processes and requirements, … Continue reading "New Partners Conference call: Preparing for the coming tax season!"

This course - one of our "Understanding the Principles of Individual Taxation" series - will cover various aspects of taxes outside the income tax and how they intersect with federal taxation. In this course, we will cover various types of payroll and other state and local taxes, especially in regards to FICA and Form W-4 … Continue reading "UtPoIT - Taxes, Estimates, and Withholding"

This course will cover the procedures for completing US tax returns for undocumented immigrants and foreign nationals. Special care will be taken to explain the details of the program; including certification and registration standards for tax preparers and tax offices offering ITIN services, client documentation requirements, and the application and filing process. We will discuss … Continue reading "ITIN Basics - Introduction to ITINs and impacts from OBBBA updates"

This course - one of our "Understanding the Principles of Individual Taxation" series - covers the treatment of deducting capital expenses through a process known as depreciation. Discussions include the use of Form 4562, thorough breakdowns of terminology, and similar treatments to depreciation like amortization. Included are also discussions on utilizing advanced forms of depreciation … Continue reading "UtPoIT - Capitalization"

This course will cover, in detail, the filing procedures and application processes for completing US tax returns for undocumented immigrants and foreign nationals in various real-life scenarios. We will cover best practices when applying for ITINs for Taxpayers, Spouses, or dependents and discuss how the recent updates from the OBBBA tax law changes impact returns … Continue reading "ITIN Basics - The Application Process"

This course - one of our "Understanding the Principles of Individual Taxation Series" courses - covers what happens when the return is complete. It will handle signature and recordkeeping requirements, filing deadlines, payments, payment arrangements, etc. for the TY2025 season and beyond, although some historical discussion is included.