If you’re a tax preparer thinking about how to transition from working under someone else, the idea probably didn’t come out of nowhere. It builds slowly. At first, you’re grateful for the experience. You’re learning the workflow, dealing with real clients, and getting comfortable with tax season pressure. Then one

The IRS has officially confirmed a change that will affect millions of Americans: paper tax refund checks are on their way out. Beginning with individual taxpayers, the agency will gradually stop issuing paper checks and move refunds entirely to electronic delivery.This shift is designed to make refunds faster, safer, and

Every tax preparer knows the truth: not every client walks out smiling. Taxes are stressful, refunds aren’t always what people expect, and even the smoothest process can leave a client frustrated. But here’s the flip side—how you respond in those moments defines your reputation. Handle an unhappy client the right

On July 4, 2025, the One Big Beautiful Bill Act (H.R. 1) officially became law—marking one of the most impactful tax bills passed in recent years. This legislation locks in many of the 2017 Tax Cuts and Jobs Act provisions that were set to expire and makes permanent improvements to key

When it comes to choosing the right tax software for your business, most preparers focus on features like e-filing speed, bank product options, mobile apps, or pricing. While all of those are important, there’s one critical factor that often gets overlooked: Does this software provider offer in-house tax support? Let’s

Whether you’re filing your personal taxes or launching a tax preparation business, understanding the different types of tax professionals can save you time, money, and potential headaches. Each type has its own qualifications, strengths, and roles in the world of taxes. Choosing the right one depends on your individual or