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 "Understanding the Principles of Individual Taxation: Taxes, Estimates, and Withholding"

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 "Understanding the Principles of Individual Taxation: Capitalization"

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 processes and Requirements, … Continue reading "New Partners Conference call: Preparing for the coming tax season!"

Take your customer retention and referral marketing to the next level! Textellent is the text message based marketing platform integrated with your Online tax software. Send and receive messages from your clients, schedule tax prep appointments, request referrals, and much more! Marketing is often a second thought when starting your own tax prep business; when … Continue reading "Textellent – Grow your tax prep business with text message marketing"

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 TY2022 season and beyond, although pre-TY2022 law remains almost exactly the same.

This course - one of our "Understanding the Principles of Individual Taxation" series - will cover the duties and responsibilities of practice before the IRS, as well as a 'how-to' description of the process when dealing with official IRS revenue agents, customer service staff, and others. We will clarify the distinction between full and limited … Continue reading "Understanding the Principles of Individual Taxation: How to Practice Before the IRS"

This course covers the tax aspects of identity theft; How to identify potential fraudulent filers, how to assist clients that have fallen victim to identity theft by properly interacting with the IRS, and how to ensure that it does not happen again in the future.

This course will cover advanced security tactics for tax offices, from password security and two-factor authentication to layered secure backups and active threat countermeasures. Descriptive examples will be provided along with requisite references to IRS publications and regs over security for your office, clients, and e-filing license. Secondary focus will be given to office compliance … Continue reading "Advanced Security for Tax Offices"

Conference call covering important issues relating to the coming tax season. This call is targeted toward all partners with Federal Direct and will cover Important Dates, Requirements, and topics that need to be at the front of your mind as we approach the start of the coming filing season. This is an audio only conference … Continue reading "Pre-Season All Office Conference call"