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 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 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"