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, or CPA in the country and be able to do taxes in your sleep, but that does not translate to a successful tax practice without … Continue reading "Pre-Season Tax Office Marketing Webinar"

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 TY2024 tax law, but does contain some historical discussion.

Conference call covering important early preseason items for running your tax office for the coming season. 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 both New and Returning tax office partners with Federal Direct and will touch on … Continue reading "Conference call: Preparing now 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 give an overview of the Corporate Transparency Act legislation and the reporting requirements that that will be impacting nearly all small businesses in the United States. We will cover who needs to complete the Business Ownership Information report, How you can educate your small business clients and / or potentially complete this … Continue reading "Corporate Transparency Act - B.O.I. Reporting requirements & impacts on small business clients"

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 - 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 TY2024 season and beyond, although some historical discussion is included.