Boost revenue & client satisfaction by offering estate & gift tax services with Forms 706 & 709—included in MyTAXPrepOffice plans!

There are strategies to manage late or unprepared clients effectively—while also leveraging software like MyTAXPrepOffice.

Help clients navigate tax season smoothly with tips on early filing, error prevention, payment options, refund tracking, and scam awareness.

By encouraging team-building, promoting breaks, and fostering flexibility, businesses can help employees manage stress.

MyTAXPrepOffice honored with "Best Of" badges for Most Recommended, Best Customer Support, Best Value, and Best Functionality and Features.

Prepare for tax season by organizing your workspace, updating tax law knowledge, planning marketing, and choosing the right software.

It’s essential to have tools that streamline the process and enhance the client experience. One such game-changer is the pre-acknowledgment.

Stay on track with the Interview Home screen and progress timeline, see real-time form updates, and easily switch between modes.

The IRS reminds tax pros to renew their PTINs by December 31, 2024, to prepare returns in 2025. Fee is $19.75. Renewal takes 15 min. online.

Tax pros need a Written Information Security Plan (WISP) for IRS compliance and data protection. Get a free template at Erowisp.com.

An effective way to grow your business while offering more value to your clients, adding bank products to your services is a great solution.

With tax season approaching, now's the time for tax preparers to boost their marketing efforts.

Referrals get 15% off their purchase of an Individual PRO, Essential, or Unlimited Plan, and you receive an Amazon eGift up to $300!*

Join MyTAXPrepOffice at the Orlando IRS Tax Forum, July 30-August 1, 2024. Earn up to 18 CE credits in sessions taught by industry experts.

Becoming an Enrolled Agent is a great way to attract new clients and grow your business. Learn more about how being an EA will benefit you.

This month, we honor the dedication, expertise, and invaluable contributions of these tax pros during National Enrolled Agents Month.

A Preparer Tax Identification Number (PTIN) is a unique identification number that the IRS assigns to tax preparers.

EFINs are unique, six-digit numbers assigned by the IRS to tax pros who are authorized to e-file tax returns.

With the 2024 tax filing season just around the corner, the IRS is launching a special Tax Professional Awareness Week on Monday, Jan. 8.

Pre-ACK (Acknowledgment) loans have become a game-changer for tax preparers and their clients.