Running Your Tax Practice

  • How to Handle Tax Season Delays with Extensions

    Tax season rarely goes exactly according to plan. Even the most organized firms face delays — missing client documents, late K-1s, or unexpected life events that derail timelines.  Extensions become inevitable. The challenge isn’t avoiding extensions altogether; it’s managing them strategically without burning out your team or frustrating your clients. Here’s how tax professionals can…

  • Tips for Navigating and Contacting the IRS During Tax Season

    With millions of returns flooding in and demand for IRS assistance, navigating the agency’s channels efficiently is critical for meeting client expectations and avoiding processing delays. Here are strategies to help you stay productive and responsive while working with the IRS during peak season. 1. Know When and How to Contact the IRS The IRS…

  • Desk Reference Guide for Tax Year 2025 – Version 3 is here!

    Save time during the busy filing season with a comprehensive tax reference guide for tax year 2025. It’s ready — an updated desk reference guide to help make your life a little easier. Why is the Tax Year 2025 desk reference guide considered a tax season best practice?From a preseason checklist to due diligence requirements to…

  • AI & Cybersecurity in Tax Practice: How to Protect Your Firm and Your Clients

    As tax professionals, we handle some of the most sensitive data in the financial ecosystem — Social Security numbers, bank account details, incomes, and identity credentials. That trust also makes our firms high‑value targets for criminals seeking to exploit weaknesses for fraud, identity theft, and ransomware attacks. In an era when artificial intelligence (Cybersecurity Awareness and WISP Planning…

  • Bank Products for Tax Professionals

    What Are Bank Products? Bank products are financial services tax professionals offer to help clients access their refunds faster and help pay for tax prep services. These products are typically facilitated through third-party banks and are fully integrated into your professional tax software. Common bank products include: Why Offer Bank Products in Your Tax Office?…

  • Tax Filing Timeline: When Does E-File Start?

    The IRS will begin accepting individual returns on Monday, Jan. 26, 2026 More and more taxpayers are leaning towards the convenience and speed of electronic filing (e-file) leading to many of us wanting to know exactly when e-filing starts. The IRS will begin accepting individual returns on Monday, January 26, 2026. When Does E-Filing Start…

  • Checklist: Your First Year as a Tax Preparer

    Starting out as a new tax pro? Or, do you need a refresher? Either way, you can have a checklist by your side to help navigate your first year as a tax prep! Starting your career in tax preparation means turning what you’ve learned into a process you can rely on. With credentials, technology, client…

  • Preparing for Policy Changes Ahead of Tax Season

     Here is an overview of what may happen and how to prepare ahead of the next tax season. Download the resource below for a comprehensive breakdown of key policy areas and actionable steps for tax professionals and small businesses. Note: These are just predictions. Things change and happen very quickly. We will notify you as…

  • Bank Products and Mobile Payment Apps

    Bank Products and Peer-to-Peer Apps: What Tax Pros Need to Know As tax season approaches, clients increasingly want fast, flexible options for receiving their tax refunds. While bank products remain a trusted method used by tax professionals for years, peer-to-peer (P2P) payment apps like Cash App®, Venmo®, and PayPal® are becoming more popular—especially among younger…

  • 6 Practical Tips for Managing Difficult Tax Clients

    6 Practical Tips for Managing Difficult Tax Clients Tax season can bring out the best—and worst—in your clientele. Stress, deadlines, and complex financial issues may cause some tax customers to act impatient, defensive, or outright combative. As a professional tax preparer, knowing how to handle difficult clients is essential for maintaining professionalism, protecting your time,…