Category: Tax Tips

Tax Tips Posts

How to Shop for Bank Products at the Summer Trade Shows Tax Tips Are you ready to make the most out of your upcoming summer trade show? Whether you’re looking for cutting-edge Taxpayer Advance Loans or other bank products, our networking advice will…

How to Successfully Network at Summer Trade Shows Tax Tips Networking is an invaluable skill, especially in the tax preparation industry where connections can open doors to new skill and growth opportunities. As you gear up for this summer’s key…

Money Management For Tax Offices Tax Tips Simple Steps for Tax Office Money Management Small business owners are often advised to create a business plan when they start their business. This business plan is designed to help…

How to Build Trust in Communities Tax Tips 9 tips you can apply for deepening financial relationships Are you wondering how to build trust in communities, or better relationships with your customers overall? Trust is a simple business…

Child Tax Credit Payments Pros and Cons Tax Tips How to help families decide What’s best for them Since its announcement, the Advance Child Tax Credit (ACTC), an expansion of the American Rescue Plan has created lots of headlines…

What is Advance Child Tax Credit 2021? Tax News Tax Tips All you need to know about The new tax Child Tax Credit change The American Rescue Plan Act (ARPA) expands the Child Tax Credit (CTC) this tax year as…

EPS Academy Tax Tips Educational Webinars for Your Tax Office Navigate tax season complexities smoothly The tax industry is competitive and full of last-minute changes. As a tax preparer, it can feel overwhelming to…

FAQs Regarding EIP Tax Tips Q: What can I do for my taxpayers who have been effected by the IRS’ error? A: Assure your taxpayer that we have repeatedly urged the IRS to resend these…

Credit Card Processing: Why Contactless Payments are in Demand Merchant Services The COVID-19 pandemic has disrupted our normal routines and has made a significant impact on consumers’ expectations and the way they interact with businesses. To thrive during these…

What Tax Pros Should Know About Creating a Data Security Plan Tax Tips Tax pros must create a written security plan to protect their clients’ data. In fact, the law requires them to make this plan. Creating a data security plan is one…

Recent Posts

3 Summer Tax Preparer Continuing Education Opportunities Tax News •

As soon as the tax season is in the books, the continuing education education, or CE credit, renewal process. Federal law requires all tax preparers to go through training before they can assist taxpayers during the next tax season. One of the easiest (and most fun!) ways to get the continuing tax education credits is […]

How to Build Trust in Communities Tax Tips •

9 tips you can apply for deepening financial relationships Are you wondering how to build trust in communities, or better relationships with your customers overall? Trust is a simple business strategy that can increase your customer base as well as your bottom line, and it’s easy to start in your community. Here are 10 ideas […]

How to Shop for Bank Products at the Summer Trade Shows Tax Tips •

Are you ready to make the most out of your upcoming summer trade show? Whether you’re looking for cutting-edge Taxpayer Advance Loans or other bank products, our networking advice will set you up for success. Here’s a step-by-step mini-guide to ensure you leave the trade show with valuable insights and meaningful connections. For this example, […]