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, … 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 … Continue reading "UtPoIT - Education Benefits and Credits"

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 … 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 … 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 … 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 … 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, … Continue reading "UtPoIT - Finalizing the Return"