# National Tax Office > Your Software Solution ## Posts - [How to Transition From Working Under Someone Else](https://www.nationaltaxoffice.com/how-to-transition-from-working-under-someone-else/): 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 day, you realize you’re no longer learning — you’re repeating. You’re doing the same work, handling the same issues, but you still don’t control pricing, systems, or decisions. That’s when the question quietly shows up: Why am I still under someone else? You Don’t Wake Up Wanting to Leave — … Continue reading How to Transition From Working Under Someone Else - [IRS to Phase Out Paper Tax Refund Checks: What It Means for You](https://www.nationaltaxoffice.com/irs-to-phase-out-paper-tax-refund-checks-what-it-means-for-you/): 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 more cost-effective. But what does it mean for everyday taxpayers, and how should tax professionals prepare? Let’s break it down. Why the IRS Is Making This Change For years, the IRS has promoted direct deposit as the preferred way to receive a refund. And with good reason. Direct deposit is: … Continue reading How to Transition From Working Under Someone Else - [7 Proven Tips for Handling Unhappy Tax Clients](https://www.nationaltaxoffice.com/7-proven-tips-for-handling-unhappy-tax-clients/): 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 way, and you can actually turn a negative experience into loyalty, referrals, and long-term growth for your tax business. Here are 7 actionable, real-world strategies to help you turn unhappy tax clients into raving fans: 1. Listen Before You Talk — And Really Listen When a client is upset, the … Continue reading How to Transition From Working Under Someone Else - [The One Big Beautiful Bill Act Is Now Law: What It Means for You](https://www.nationaltaxoffice.com/the-one-big-beautiful-bill-act-is-now-law-what-it-means-for-you/): 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 tax credits that benefit families and low-income individuals. Let’s dive into what this new law includes and how it could affect you. Legislative Timeline Date Action Taken May 20, 2025 Introduced in the House by Rep. Jodey Arrington (R-TX-19) May 22, 2025 Passed in the House of Representatives July 1, … Continue reading How to Transition From Working Under Someone Else - [Why In-House Tax Support Should Be a Deal-Breaker When Choosing Tax Software](https://www.nationaltaxoffice.com/why-in-house-tax-support-should-be-a-deal-breaker-when-choosing-tax-software/): 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 break down why that’s one of the most important things to look for—and how it can directly impact your productivity, confidence, and income. What Is In-House Tax Support? In-house tax support means the software company has a dedicated, internal team of tax professionals and software experts ready to help you … Continue reading How to Transition From Working Under Someone Else - [The Different Types of Tax Professionals: Who’s Who in the Tax World](https://www.nationaltaxoffice.com/the-different-types-of-tax-professionals-whos-who-in-the-tax-world/): 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 business needs, and knowing who does what can give you confidence when it’s time to make a decision. Let’s break it down 👇 1. Tax Preparers These are individuals who help clients prepare and file tax returns. They might work independently, with a company, or seasonally. They are often the … Continue reading How to Transition From Working Under Someone Else - [Why Every Tax Preparer Needs Errors and Omissions Insurance (E&O Insurance)](https://www.nationaltaxoffice.com/why-every-tax-preparer-needs-errors-and-omissions-insurance-eo-insurance/): As a tax preparer, your clients rely on you to get it right. But even the best professionals make mistakes — and in the tax world, even a small mistake can turn into a big (and expensive) problem. That’s where Errors and Omissions Insurance (E&O Insurance) comes in. What Is E&O Insurance? Errors and Omissions Insurance is a type of professional liability insurance that protects tax preparers if a client claims they suffered financial loss due to an error, omission, or mistake you made while preparing their return. This could include: A miscalculation that causes them to owe more taxes … Continue reading How to Transition From Working Under Someone Else - [You Don’t Need to Be a Service Bureau to Win in the Tax Industry](https://www.nationaltaxoffice.com/you-dont-need-to-be-a-service-bureau-to-win-in-the-tax-industry-2/): In the tax industry, it’s easy to feel like the next big step is becoming a Service Bureau—offering branded software, managing a network of preparers, and reselling licenses. And while that path can be incredibly rewarding, it’s not the only way to build a profitable, successful tax business. Let’s talk about why you don’t have to become a Service Bureau to thrive, especially if you’re an independent EFIN Holder or solo preparer. What Is a Service Bureau Anyway A Service Bureau is a middleman between tax software companies and individual preparers. They resell software, offer branding, support, and sometimes onboarding … Continue reading How to Transition From Working Under Someone Else - [Understanding IRS HUB Testing: A Guide for Tax Professionals](https://www.nationaltaxoffice.com/irs-hub-testing-preparing-for-a-smooth-e-file-season/): IRS HUB Testing, also known as Controlled Launch, is a preparatory phase conducted by the Internal Revenue Service (IRS) before the official opening of the electronic filing (e-file) season. During this period, the IRS processes a limited number of electronically filed tax returns to ensure system readiness and to identify any potential issues that could disrupt the filing process. Timing of HUB Testing The IRS typically initiates HUB Testing in early January, approximately one to two weeks before the official e-file opening date. For instance, in 2024, HUB Testing commenced on January 16, two weeks ahead of the official January … Continue reading How to Transition From Working Under Someone Else - [What to Expect During an IRS “Knock and Talk” Visit](https://www.nationaltaxoffice.com/what-to-expect-during-an-irs-knock-and-talk-visit/): If you’re a tax preparer, the idea of an unannounced visit from the IRS might sound stressful. However, these visits—known as “Knock and Talks”—are not meant to intimidate or penalize you. Instead, they’re part of the IRS’s efforts to ensure tax professionals like you are meeting due diligence requirements and understand how to avoid mistakes. Let’s break down what these visits involve and how you can be ready for them. What Is a Knock and Talk Visit? Knock and Talk visits are in-person meetings between IRS representatives and tax preparers. Their main goal? To help you comply with the IRS’s … Continue reading How to Transition From Working Under Someone Else - [IRS Preparer Audits: The Reality of Compliance and How to Protect Your Tax Business](https://www.nationaltaxoffice.com/irs-preparer-audits-compliance-tips/): If you’re a tax preparer, you’ve probably heard about IRS audits and the importance of compliance. But let’s be blunt—an IRS preparer audit isn’t just a minor inconvenience; it can destroy your reputation, hit you with severe financial penalties, and even put your business out of operation. Whether you’ve been in the business for years or you’re just starting out, you need to understand the seriousness of these audits and what’s required to stay compliant. Here’s the lowdown on what an IRS preparer audit looks like, the penalties for non-compliance, and—most importantly—how to protect yourself and your business. What Is … Continue reading How to Transition From Working Under Someone Else - [The Ultimate Guide to Marketing Your Tax Preparation Business: Proven Strategies to Grow and Succeed](https://www.nationaltaxoffice.com/boost-tax-business-growth-nto-software-solutions/): If you’re in the tax preparation industry, especially as a Service Bureau offering professional tax software and services like NTO Software Solutions, you know the importance of standing out and reaching the right audience. With tax season always on the horizon, positioning yourself effectively is key to attracting clients and growing your business. Here’s your ultimate guide to marketing your tax preparation business, filled with proven strategies and tips tailored for your industry. 1️⃣ Develop a Strong Brand Identity Your brand is more than just a logo; it’s the personality of your business. Establish a brand that conveys professionalism, trust, … Continue reading How to Transition From Working Under Someone Else - [Protecting Your Practice: The IRS's New Written Information Security Plan (WISP) for Tax Professionals](https://www.nationaltaxoffice.com/irs-updates-wisp-data-security-plan-tax-professionals/): In today’s digital age, safeguarding sensitive data is more crucial than ever, especially for tax professionals who handle vast amounts of personal and financial information. Recognizing the ongoing threat of identity theft and data breaches, the IRS, in partnership with the Security Summit, has released an updated Written Information Security Plan (WISP) to help tax pros protect their clients and businesses. What Is the WISP? The WISP is a comprehensive, 28-page template designed to assist tax and accounting practices—particularly smaller firms—in creating a robust data security plan. This plan is not just a recommendation but a requirement under federal law, … Continue reading How to Transition From Working Under Someone Else - [Don't Miss the June 17 Deadline for Estimated Tax Payments](https://www.nationaltaxoffice.com/june-17-irs-estimated-tax-payment-deadline/): As the second quarter comes to an end, it’s important to keep an eye on a key date: June 17, the IRS deadline for the second quarter estimated tax payment. If your income isn’t subject to withholding, such as earnings from self-employment or investments, you must pay on time. Otherwise, you could face penalties and a significant tax bill when you file your return. Who Needs to Make Estimated Tax Payments? If your income isn’t automatically taxed, you need to make estimated tax payments. This requirement applies to self-employed individuals, retirees, investors, and business owners. Specifically, if you expect to … Continue reading How to Transition From Working Under Someone Else - [Tax Pros Beware: EFIN Scams on the Rise, IRS Offers Help!](https://www.nationaltaxoffice.com/tax-pros-beware-efin-scams-on-the-rise-irs-offers-help/): With tax season in full swing, scammers are out in force, and this year, tax professionals are a prime target. The IRS has issued a warning about a surge in “EFIN scam” emails, where cybercriminals impersonate tax software companies to steal Electronic Filing Identification Numbers (EFINs). What are EFINs and why are they important? An EFIN is a unique number assigned to tax professionals who electronically file tax returns. It’s like a digital signature, allowing them to transmit returns securely. But if it falls into the wrong hands, scammers can use it to file fraudulent returns and steal client refunds. … Continue reading How to Transition From Working Under Someone Else - [New Federal Reporting Requirement for Beneficial Ownership Information (BOI)](https://www.nationaltaxoffice.com/new-federal-reporting-requirement-for-beneficial-ownership-information-boi/): In an effort to enhance transparency and combat financial crimes, the United States has implemented a significant regulatory change with the introduction of a new federal reporting requirement for Beneficial Ownership Information (BOI). The requirement aims to shed light on the individuals behind legal entities, making it more difficult for illicit actors to hide their identities and engage in money laundering, corruption, or other financial crimes. Understanding Beneficial Ownership Beneficial ownership refers to the natural persons who ultimately own or control a legal entity, such as a corporation, limited liability company (LLC), or partnership. These individuals may enjoy the benefits … Continue reading How to Transition From Working Under Someone Else - [IRS Delays Form 1099-K Reporting Threshold for Third-Party Platform Payments in 2023](https://www.nationaltaxoffice.com/irs-delays-form-1099-k-reporting-threshold-for-third-party-platform-payments-in-2023/): In a recent announcement, the Internal Revenue Service (IRS) has revealed a significant development that will impact businesses and individuals alike. The IRS has decided to delay the implementation of changes to the reporting threshold for Form 1099-K, specifically concerning payments made through third-party platforms. This delay comes as a relief for many taxpayers, providing them with additional time to adapt to the new regulations. Understanding Form 1099-K: Form 1099-K is a document used by the IRS to track income generated from payment card transactions and third-party network transactions. It is commonly utilized by businesses and individuals who receive payments … Continue reading How to Transition From Working Under Someone Else - [Protect Yourself: Spotting Warning Signs of Misleading Employee Retention Scams](https://www.nationaltaxoffice.com/protect-yourself-spotting-warning-signs-of-misleading-employee-retention-scams/): In recent years, employee retention scams have become increasingly prevalent, targeting individuals unaware of the warning signs. These scams can cause financial loss and lead to improper filing of claims. To protect yourself and your hard-earned money, it is crucial to identify these misleading schemes and take simple yet effective steps to avoid falling victim to them. This blog will discuss some common warning signs of employee retention scams and provide practical tips to prevent improperly filing claims. Unsolicited Communication: One of the most apparent warning signs of a potential scam is receiving unsolicited communication. Scammers often contact individuals via … Continue reading How to Transition From Working Under Someone Else - [Data Security Plan for Your Tax Business](https://www.nationaltaxoffice.com/data-security-plan-for-your-tax-business/): As a tax business owner, you have access to a lot of sensitive financial and personal information. With the increase in cyber attacks, it is essential to have a robust data security plan to protect your clients’ data. A data breach can not only damage your reputation but also lead to legal and financial consequences. In this blog, we will discuss the steps you can take to create a data security plan for your tax business. Identify Sensitive Data The first step in creating a data security plan is to identify the types of data that need protection. Tax businesses … Continue reading How to Transition From Working Under Someone Else - [2022-2023 TAX LAW UPDATE & COMPARISON](https://www.nationaltaxoffice.com/2022-2023-tax-law-update-comparison/): DOWNLOAD PDF HERE We strongly advise everyone to become well acquainted with these changes. - [Things to Consider before buying Professional Tax Software?](https://www.nationaltaxoffice.com/things-to-consider-before-buying-professional-tax-software/): When it comes to tax season, having the right tools can make all the difference in getting your taxes done efficiently and accurately. Professional tax software is a popular choice for many small business owners and self-employed individuals because it can streamline the tax preparation process and provide helpful features such as error checks and tax code updates. However, before you decide to purchase professional tax software, there are a few things you should consider to ensure that you get the best product for your needs. Compatibility: The first thing to consider is whether the software is compatible with your … Continue reading How to Transition From Working Under Someone Else - [Mobile App For Your Tax Office](https://www.nationaltaxoffice.com/mobile-app-for-your-tax-office/): There are many benefits to starting a virtual tax business. One of the main reasons is that it is much cheaper than opening a brick-and-mortar office. You also have more freedom in terms of where you work from and what hours you work. Also, Tax preparers are in very high demand as the complexity of tax law continues to grow. As a result, many people need help with their taxes. The downside to running a virtual tax business is that there are some limitations when it comes to the services offered. This is where technology comes in. Our brandable mobile … Continue reading How to Transition From Working Under Someone Else - [7 Marketing Tips To Grow Your Tax Business](https://www.nationaltaxoffice.com/7-marketing-tips-to-grow-your-tax-business/): As a tax professional, you understand the importance of marketing to grow your business. But with so many marketing channels and strategies available, it can be difficult to know where to start. To transition from a side gig to a full-time business, you need to market your tax business and grow your practice without spending thousands of dollars marketing. Consider these seven ways to market your tax business to attract clients and increase sales: Build your brand Building a great brand can take time, so be patient, but once established, it will last for decades. A strong brand will help … Continue reading How to Transition From Working Under Someone Else - [How to apply for EFIN and PTIN?](https://www.nationaltaxoffice.com/how-to-apply-for-efin-and-ptin/): Are you currently working as a tax preparer for someone? Or Do you already have experience preparing tax returns? Either way, are you interested in starting your own tax business and wondering how to start and if this decision is right for you? With the ever-changing nature of the U.S. tax code, the demand for professional tax preparers will always be there. Before your tax preparation business can get off of the ground, there are two important numbers you will need. To provide tax preparation services for compensation, – you must acquire a Preparer’s Tax Identification Number (PTIN). To electronically … Continue reading How to Transition From Working Under Someone Else - [What is a Refund Transfer?](https://www.nationaltaxoffice.com/what-is-a-refund-transfer/): Buy now, pay later might sound like the makings of a scam – but the truth is that offering customers the ability to access a tax preparer’s services without the need for an upfront cost brings more value to a tax business than it does harm.  Refund Transfer, also known as RT, is a product taxpayers can use to pay for their tax preparation services out of their tax refunds. Besides the obvious value that clients receive from a refund transfer bank product, this business practice builds brand reputation and allows for a broader marketing approach and larger audience. Before … Continue reading How to Transition From Working Under Someone Else - [What is a Service Bureau?](https://www.nationaltaxoffice.com/what-is-a-service-bureau/): A Tax Software Service Bureau is a company that provides business services for a fee. You may ask yourself how Service Bureau fits into the Retail Tax Preparation Industry. The service bureau business model is one of the little-known secrets in the Tax Industry. As a result, very few people openly discuss the benefits of being your service bureau and what it is. Simply put, a service bureau provides tax software, Training, and ongoing support to tax professionals. If you already own a tax office or are in the tax industry, creating your own Service Bureau brand is one of the … Continue reading How to Transition From Working Under Someone Else - [HAPPY WOMEN'S DAY: 7 FACTS ABOUT WOMEN IN BUSINESS](https://www.nationaltaxoffice.com/happy-womens-day-7-facts-about-women-in-business/): There has been a 114% increased growth in the past 20 years of women entrepreneurs running businesses. Still in the US only 4 out of 10 business are Women-Owned. Women are making moves in the right direction at an historic speed. In 2019 women started a net total of around 1,821 new businesses every single day. 64% of those businesses were by women of color. So, the biggest growth in Women-Run Business was made up by the majority of women of color taking the leap in starting Small Businesses. Those Small Businesses started weren’t just casual side hustles or borderline … Continue reading How to Transition From Working Under Someone Else - [NEW 2021 REJECT CODE: F8962-070](https://www.nationaltaxoffice.com/new-2021-reject-code-f8962-070/): This is the IRS’ top reject so far across the country, across all software vendors. Please disseminate this to your staff as you see fit. This reject occurs when the IRS database has record of any SSN on the return receiving an advance payment. Taxpayer, spouse, dependent. Even if they received an advance payment for just one month, the 8962 is required. Providers have until January 31st to mail the 1095-A to taxpayers, so many have not received theirs yet. If they dispute the need for the 8962, the return will be processed by hand, which will result in significant delays, usually 3-6 … Continue reading How to Transition From Working Under Someone Else - [2022 TAX SEASON TO BEGIN ON JANUARY 24](https://www.nationaltaxoffice.com/2022-tax-season-to-begin-on-january-24/): Ready for your 2021 tax refund? Mark your calendars because January 24 is the date the Internal Revenue Service will start accepting and processing 2021 income tax returns. The 2022 tax season will start from Monday, January 24, and end on Monday, April 18, the Treasury Department and Internal Revenue Service said Monday — but brace yourself for potentially sluggish service as the unfunded and backlogged IRS juggles another filing season, Treasury officials said. “Planning for the nation’s filing season is a massive undertaking, and IRS teams have been working non-stop these past several months to prepare,” said IRS Commissioner Chuck … Continue reading How to Transition From Working Under Someone Else - [2022 TAX LAW UPDATE & COMPARISON](https://www.nationaltaxoffice.com/2022-tax-law-update-comparison/): 2020 YEAR/ 2021 YEAR TAX COMPARISON DOWNLOAD PDF HERE We strongly advise everyone to become well acquainted with these changes. - [IRS TAX PAYER ID VERIFY TOOLS!](https://www.nationaltaxoffice.com/irs-tax-payer-id-verify-tools/): In our opinion, the IRS ID verify process was way overdue for an upgrade. Successfully verifying their old platform was an act of GOD. Rumor is… this process is much easier… probably because they outsourced it. To get to the IRS – ID.ME sign in or create a new account link – CLICK HERE Here are all the other important links that you may be interested in Child Tax Credit Update Portal – CLICK HERE Online Account – CLICK HERE Get Transcript Online – CLICK HERE Get An Identity Protection PIN (IP PIN) – CLICK HERE Online Payment Agreement – … Continue reading How to Transition From Working Under Someone Else - [CHILD TAX CREDIT/ ADVANCE CHILD TAX CREDIT](https://www.nationaltaxoffice.com/child-tax-credit-advance-child-tax-credit/): Here is a short update on what changed with the child tax credit & advance child tax credit. One year expansion for 2021 tax year only, per the American Rescue Plan Act of 2021) For tax year 2021, the Child Tax Credit is increased from $2,000 per qualifying child to: $3,600 for children ages 5 and under at the end of 2021; and $3,000 for children ages 6 through 17 at the end of 2021 Note: The $500 nonrefundable credit for other dependents amount has not changed. The advance: 50% of it will be paid in advance with monthly payments. … Continue reading How to Transition From Working Under Someone Else - [CHILD & DEPENDENT CARE CREDIT FAQS](https://www.nationaltaxoffice.com/child-dependent-care-credit-faqs/): For 2021, the American Rescue Plan Act made child, and Dependent care credit substantially more generous. Now taxpayers can get up to $4000 for one qualifying person and $8000 for two or more qualifying persons. Thus, child and dependent care credit can help you pay for the care of eligible children and other dependents. In addition, this is a potentially refundable credit, so you might not have to owe taxes to claim the credit as long as you meet the other requirements. Below are some FAQs that can help you learn if you are eligible and, if eligible, how to … Continue reading How to Transition From Working Under Someone Else - [IRS WILL AUTO RECALCULATE TAXES ON UNEMPLOYMENT](https://www.nationaltaxoffice.com/irs-will-auto-recalculate-taxes-on-unemployment/): To help taxpayers, the IRS annouced today that it will take steps to automatically refund money this spring and summer to people who filed their tax return reporting unemployment compensation before the recent changes made by the American Rescue Plan. Here is quick summary on the press release: Taxpayer who filed prior to change to the handing of the unemployment benefits IRS will AUTO Recalculate IRS will refund any resulting overpayment or apply to outstanding taxes owed The first refunds are expected to be made in May and will continue into the summer. NO need to file an amendment unless… … Continue reading How to Transition From Working Under Someone Else - [TAX DAY FOR INDIVIDUALS EXTENDED: MAY 17](https://www.nationaltaxoffice.com/tax-day-for-individuals-extended-may-17/): The Treasury Department and Internal Revenue Service announced today that the federal income tax filing due date for individuals for the 2020 tax year will be automatically extended from April 15, 2021, to May 17, 2021. The IRS will be providing formal guidance in the coming days. This one-month delay is not as much extra time as the IRS offered last year when the filing deadline was pushed to July 15. But it should make it easier for the taxpayer to get a handle on their finances – as well as tax changes that took effect just this month with … Continue reading How to Transition From Working Under Someone Else - [2021 E-FILE START DATE: FEBRUARY 12 😲](https://www.nationaltaxoffice.com/2021-e-file-start-date-february-12-%f0%9f%98%b2/): IRS announces the start of e-File for the 2021 Tax Season will be Friday, February 12th.  Today, the IRS announced the e-file start date for the 2021 tax season, which came as a surprise to many of us since normally IRS starts accepting tax returns no later than the last week of January. However, this year, the IRS will need more time to prepare after the COVID relief act that took effect in late December. And yes, the tax filing deadline is still April 15. “If filing season were opened without the correct programming in place, then there could be a delay in … Continue reading How to Transition From Working Under Someone Else - [2020 IRS TAX UPDATES](https://www.nationaltaxoffice.com/2020-irs-tax-updates/): Form 1099-NEC The 1099-NEC disappeared in the early ’80s, and after a 38 absence is making a disco comeback! This form will be used to report non-employee compensation in box 1, meaning that nonemployee compensation will no longer be reported on Form 1099-MISC. Form 1099-NEC will need to be entered on a Schedule C. This form should be issued to your client by January 31, the same deadline for Form W-2. Box 4 will be used to report any backup withholding. Form 8915-E Form 8915-E will be used to report distributions and repayments for 2020 qualified disasters and 2020 distributions … Continue reading How to Transition From Working Under Someone Else - [1099-NEC, NONEMPLOYEE COMPENSATION](https://www.nationaltaxoffice.com/1099-nec-nonemployee-compensation/): Introducing New From 1099-NEC is used by payers to report payments of $600 or more made in the course of a trade or business to others for services. Prior to the creation of this form, these payments were reported in box 7 on Form 1099-MISC. Payers must provide a copy of 1099-NEC to the independent contractor by January 31 of the year following payment. Characteristics of Nonemployee compensation (NEC) The payments made during the year totaled $600 or more. The payee was not an employee of the payer. The payment was made in the course of a trade or business … Continue reading How to Transition From Working Under Someone Else - [11/21/2020 E-FILE SHUTDOWN](https://www.nationaltaxoffice.com/11-21-2020-e-file-shutdown/): IRS QUICK ALERT: CUTOVER 1040 MODERNIZED E-FILE (MEF) PRODUCTION SHUTDOWN AND CUTOVER The IRS announced that E-file will “shutdown” will begin on Saturday, November 21, 2020, at 11:59 p.m. Eastern time, in order to prepare the system for the upcoming Tax Year 2020 Filing Season. Click Here to read the full text of the IRS Quick Alert! - [E-FILE AMENDED RETURNS (1040-X)](https://www.nationaltaxoffice.com/e-file-amended-returns-1040-x/): Now you can E-file 1040-X. This is a major milestone in tax administration, the Internal Revenue Service announced today that taxpayers can now submit Form 1040-X electronically. This will help Taxpayers correct tax returns with ease and speed up processing tremendously. E-filing as a whole has consistently grown each year and the 1040-X, Amended U.S. Individual Income Tax Return, has been one of the major individual tax forms that needed to be paper-filed. Today’s announcement follows years of effort by the IRS, and this enhancement allows taxpayers to quickly electronically file corrected, previously filed tax returns. Each year around 3 … Continue reading How to Transition From Working Under Someone Else - [PTIN FEES ARE BACK 😮](https://www.nationaltaxoffice.com/ptin-fees-are-back-%f0%9f%98%ae/): The IRS set $21 fee per PTIN application or renewal (plus $14.95 fee payable to contractor) The Internal Revenue Service announced today the annual fee for 2021. Tax return preparers will have to pay to obtain or renew their Preparer Tax Identification Number (PTIN) for the 2021 tax season. Anyone who prepares or substantially helps prepare any federal tax return or claim a refund for compensation must have a valid PTIN from the IRS. Failure to have and use a valid PTIN may result in penalties. The IRS estimates that more than 800,000 tax return preparers will apply for or … Continue reading How to Transition From Working Under Someone Else - [PAYCHECK PROTECTION PROGRAM (PPP)](https://www.nationaltaxoffice.com/paycheck-protection-program/): The Paycheck Protection Program is a loan designed to provide a direct incentive for small businesses to keep their workers on the payroll. SBA will forgive loans if all employees are kept on the payroll for eight weeks, and the money is used for payroll, rent, mortgage interest, or utilities. Loans from the Paycheck Protection Program will be available for amounts equaling 2.5 times the average monthly payroll for a business, up to $10 million. Who can apply for PPP? If your business is any of the following, you can apply for PPP. Sole Proprietorship, Independent Contractor, Self-employed, Single-member LLC Corporation, Professional … Continue reading How to Transition From Working Under Someone Else - [IRS "GET MY PAYMENT" Tool](https://www.nationaltaxoffice.com/irs-get-my-payment-tool/): The IRS Get My Payment information tool is now LIVE on the IRS website. Taxpayers can use the Get My Payment site to: Check on the status of their Economic Impact Payment. Confirm their payment type (direct deposit or mailed check). Add their direct deposit information if it has not already been provided to the IRS. Taxpayers will not be able to update their mailing address using the Get My Payment site as the IRS had previously announced. Economic Stimulus Payments will be mailed to the address filed on the 2019 tax return. If a 2019 return has not been filed, the IRS will mail the payment to the taxpayer’s address as … Continue reading How to Transition From Working Under Someone Else - [CARES ACT UPDATE](https://www.nationaltaxoffice.com/cares-act-update/): Economic Impact Payment Information As the IRS prepares to issue approximately 175 million Economic Impact Payments, We have been working closely with the industry leaders to develop a strategy that gets refunds into taxpayer’s hands without creating a burden on tax professionals. A taxpayer who filed through your office and paid for tax preparation with the Refund Transfer, and qualifies for the Economic Impact Payment may receive their payment 1 of 2 ways. Note: This is information subject to change and we will provide updates once more details are available. The IRS will issue Direct Deposit to the taxpayer who selected … Continue reading How to Transition From Working Under Someone Else - [ECONOMIC STIMULUS BILL](https://www.nationaltaxoffice.com/economic-stimulus-bill/): Your phones are probably ringing with taxpayers wanting to know about their stimulus checks. The below article is not intended to address all potential scenarios but to hit on the stimulus check highlights regarding the questions we are being asked. In simple terms – The Stimulus check is a one-time nontaxable payment sent to all legal residents who are not claimed (or eligible to be claimed) as a dependent on someone else’s tax return and don’t make too much money based on your most recent filed tax return (2018 or 2019). Stimulus payments will be phased out for certain income levels: Individuals with … Continue reading How to Transition From Working Under Someone Else - [PAID PREPARER DUE DILIGENCE LAW](https://www.nationaltaxoffice.com/paid-preparer-due-diligence-law/): IRS paid preparer due diligence compliance program is not something new to the tax industry, but the IRS is continually adopting new tactics and adding new things to the program. The paid preparer due diligence compliance program includes earned income credit (EITC), the child tax credit (CTC), additional child tax credit (ACTC), the other dependents (ODC), the American opportunity tax credit (AOTC) and the head of household (HOH) filing status. As a paid preparer the four most important due diligence requirements are: Complete and submit form 8867 – for each return, you prepare that claims EITC, CTC, ACTC, ODC, AOTC … Continue reading How to Transition From Working Under Someone Else - [TEXT MESSAGE MARKETING](https://www.nationaltaxoffice.com/text-message-marketing/): Come tax time your customers are being messaged nonstop by your competitors via T.V, radio, and even social media feeds. The only thing better than that is sending a personalized text message. It’s an affordable and effective strategy to reach your customers wherever they are.   When you are evaluating your communication options, consider this: 90% of all text messages are read within three minutes of their delivery.   Texting is direct and is more likely to be noticed. Texting customers is less invasive, and customers are more likely to reply. Texting can give you better exposure than Social Media … Continue reading How to Transition From Working Under Someone Else - [TIME TO RENEW YOUR PTIN FOR 2020](https://www.nationaltaxoffice.com/time-renew-ptin-2/): Time to renew your PTIN again…IRS is urging tax return preparers to start the upcoming 2020 filing season smoothly by renewing their preparer Tax Identification Number (PTIN) now. all current PTINs will expire December 31, 2019 To renew a PTIN online: Start at IRS.gov/tax-professionals. Select the “Renew or Register” button. Enter the user ID and password to login to the online PTIN account. Follow the prompts to verify the information and answer a few questions. Once completed, users will receive confirmation of their PTIN renewal. There is no fee for renewing or obtaining a PTIN for 2020. Start at IRS.gov/tax-professionals. … Continue reading How to Transition From Working Under Someone Else - [DEADLINE FOR FILING 2018 TAX RETURN](https://www.nationaltaxoffice.com/deadline-filing-2018-tax-return/): It’s almost here… Taxpayers who had previously requested an extension to file their 2018 tax return, this year’s deadline is Tuesday, October 15. If your client is getting a refund, there is no penalty for filing return after April 15th. FYI…they don’t even need to file extension! So, if you have clients for whom you filed an extension please make sure to submit their tax return before October 15. What if the taxpayer owes the IRS but can’t pay? If your client has a balance due but can’t afford to pay, there are a few options available to them. Your … Continue reading How to Transition From Working Under Someone Else - [IRS WARNS ABOUT PROPERTY LIEN SCAM](https://www.nationaltaxoffice.com/beware-property-lien-scam/): This is a new version of tax-related scams. This scam involves fake property liens. It threatens taxpayers with a tax bill from a fictional government agency.  Here are some details about the property lien scam that will help taxpayers recognize it: This scheme involves a letter threatening an IRS lien or levy. The scammer mails the letter to a taxpayer.The lien or levy is based on bogus overdue taxes owed to a non-existent agency.The non-existent agencies might have a legitimate-sounding name like the “Bureau of Tax Enforcement.” There is no such agency. This scam may also reference the IRS to confuse potential … Continue reading How to Transition From Working Under Someone Else - [Mastering the Art of the First Impression](https://www.nationaltaxoffice.com/mastering-the-art-of-the-first-impression/): At National Tax Office, we want to put all our entrepreneur clients on the right track when starting a successful business. Since you’ll be meeting with potential clients of your own, one of the most critical things you need to keep in mind is the importance of a first impression. A first impression can make or break a visit with a client. A good entrepreneur will want to give off a feeling of confidence and competence to potential clients. Here are a few tips that you should follow if you want to make your business a success. Start with a … Continue reading How to Transition From Working Under Someone Else - [How Diet Affects Your Work](https://www.nationaltaxoffice.com/diet-affects-work/): Entrepreneurs are constantly looking for ways to improve efficiency and productivity, and if you fit this description, we’ll bet you’ve read countless books, articles, and blog posts on the newest way to enhance your work output. But while you may be up to your eyeballs in time tracking systems and organization tools, there’s one productivity hack we bet you’re not considering: your food. More Than Just Fuel For most of us – particularly busy workaholics – food is just fuel. We prepare it (or, more likely, purchase it) and eat it as quickly as we can, eager to get our … Continue reading How to Transition From Working Under Someone Else - [5 Things Wealthy Entrepreneurs Do on a Daily Basis](https://www.nationaltaxoffice.com/5-things-wealthy-entrepreneurs-daily-basis/): Tips for Entrepreneurship Success Beyond Managing Money Well Successful entrepreneurs experience success because they visualize and set goals and then follow that up with actions steps that take them closer to achieving those goals. Additionally, most successful people set themselves up for success through preparation and discipline.  Being able to manage finances is essential for success as well. A great entrepreneur has a budget that they stick to, they invest money wisely, have an emergency fund and are constantly looking for new opportunities for financial success and stability. Here are other tips and tricks that successful individuals practice daily and … Continue reading How to Transition From Working Under Someone Else - [Why Do We Procrastinate?](https://www.nationaltaxoffice.com/procrastinate/): Everyone has been in the situation where you have to get something done, but then you convince yourself to put it off, even if you had the time to do it right in that moment.  Procrastination is just something that we have a tendency to do, but where did this tendency come from? Why are our brains more inclined to do something later than now? The Reason Behind Slacking Off The reason lies in the distinction that we each place upon our present selves and our future selves. In our minds, we tend to value our present self more than … Continue reading How to Transition From Working Under Someone Else - [3 Ways to Keep a Good Work-Life Balance](https://www.nationaltaxoffice.com/3-ways-keep-good-work-life-balance/): Building a business from scratch is hard work and is certainly not for the faint of heart. It often takes long, lonely hours and intense focus on the task at hand to reach a point where you feel comfortable enough with your company’s success to step back for a breather. While a good entrepreneur knows that complete dedication is required to get the job done correctly, there is also a point at which the work you put in can take a toll on your physical health, personal life, and even your mental well-being. At National Tax Office, we believe that … Continue reading How to Transition From Working Under Someone Else - [Enhancing Collaboration With “Plussing”](https://www.nationaltaxoffice.com/enhancing-collaboration-plussing/): Collaboration is rarely a smooth and simple process. Team members come together and offer opposing ideas with disagreements and critiques abound, and in the end, one idea comes out on top while the rest are tossed aside. While that one idea was able to triumph, what if one of those ideas that didn’t make it had the potential to be something even better? This is where plussing comes in. What Is Plussing? Plussing is the practice of following any critique of an idea with a constructing suggestion. What this does is slightly expand and improve on the idea further before … Continue reading How to Transition From Working Under Someone Else - [Keeping It Cool: A Successful Supervisor's Guide To Handling Difficult Conversations](https://www.nationaltaxoffice.com/keeping-cool-successful-supervisors-guide-handling-difficult-conversations/): Across every industry and workplace, an unavoidable part of every job is dealing with people. And, while standard employees can get away with limiting the intensity of their workplace interactions to the superficial talk at the water cooler, supervisors must often be the hosts of many kinds of difficult conversations. - [5 Characteristics Necessary To Start A Business](https://www.nationaltaxoffice.com/characteristics-of-successful-people/): Every success story is different, but it takes a special kind of person start and run a successful business, someone who’s a step ahead.  But what is it that gives them this advantage that they need?  When looking at those who have found success, there are common characteristics that they all share, which provide with them with the tools that they need to be a true, successful entrepreneur.  Here are just a few of those characteristics: Loving What You Do Work becomes easy when it’s something you enjoy and when you pour 100% into something, it shows.  Those who truly … Continue reading How to Transition From Working Under Someone Else - [Celebrating Entrepreneurial Women](https://www.nationaltaxoffice.com/celebrating-entrepreneurial-women/): How Moms and Women Can Start Their Own Business in Honor of Mother’s Day Following Mother’s Day, there is no better way for women to honor the occasion than by becoming entrepreneurs and starting their own successful businesses. Although there are many different careers women can choose to pursue, tax preparation is currently a booming industry that is experiencing rapid growth. Women are playing a larger and more important role in this profitable field, so if you want to start your own business, now is the time to begin. Consider utilizing the tools provided by National Tax Office to establish … Continue reading How to Transition From Working Under Someone Else - [To Splurge Or To Save](https://www.nationaltaxoffice.com/splurge-save/): 5 Popular Ways People Spend Their Tax Refunds Every year, people across the United States are faced with an extremely difficult decision: should they save their tax refund money or spend it on something they have always wanted? Even individuals with the best intentions of saving their money sometimes change their minds once they hold their refund check in their hands. If you are not sure what to do with your check from Uncle Sam once it arrives, you may get some ideas by reading about the top five ways people spend their tax refunds. 1. Buffer Your Savings Accounts … Continue reading How to Transition From Working Under Someone Else - [What Do Our Taxes Actually Pay For?](https://www.nationaltaxoffice.com/taxes-actually-pay/): Your Tax Dollars, Hard At Work Every year Americans work diligently to minimize their tax liability to the federal government, hoping for a significant return and some extra spending money. With billions of dollars being funneled through the IRS each year, many people often wonder what government programs are being supported by their hard earned tax dollars. Let’s take a look at some of the biggest beneficiaries and programs in the United States. Armed Forces & Defense Roughly one quarter of income tax revenue goes toward defense programs and military operations of some kind. Expenditures range from soldier salaries to … Continue reading How to Transition From Working Under Someone Else - [Avoiding Fraud As A Tax Preparer](https://www.nationaltaxoffice.com/avoiding-fraud-tax-preparer/): The Importance Of IRS Registration & How NTO Can Help There has been a steep and apparent rise in the number of fraudulent tax filings, raising questions and concerns for people across the nation. Many are wondering what qualifies as “fraud,” and what steps they should take to avoid it. What Counts As Tax Fraud? Chances are you’ve heard countless stories of tax fraud over the years. The well-known horror of an audit evokes thoughts of scams, made-up deductions, falsifying income, and other methods of reducing taxes in unscrupulous ways. As long as you don’t fudge any numbers or lose … Continue reading How to Transition From Working Under Someone Else - [Who Uses Tax Preparers?](https://www.nationaltaxoffice.com/uses-tax-preparers/): Don’t Most People File Their Own Taxes? While it’s true that many people will prepare and file their own taxes, more than half of Americans still rely on professional assistance. Many of those who file themselves are also unaware of the savings they are missing, and may believe that it is not worth the cost of a CPA, the perfect opportunity for a trained preparer to fill this gap. Build Your Skills As A Tax Pro! Every year companies tell us about how many gazillion dollars we are missing out on with our returns. What if you could help those … Continue reading How to Transition From Working Under Someone Else - [Beat The Tax Rush!](https://www.nationaltaxoffice.com/beat-tax-rush/): Filing Early? Take Advantage Of The Extra Time! April 15 is approaching quickly, and millions of Americans will soon be searching for a tax professional to assist them with this year’s filing. Instead of paying someone else, year after year, to prepare and file your taxes, shouldn’t you be the one getting paid? Tax preparation is a great way to increase your income, and with tax season on its way, there’s still time for you to get a piece of the pie! Your Refund Shouldn’t Be The Only Check A tax refund is a welcome boost for many, but what … Continue reading How to Transition From Working Under Someone Else - [The CPA Myth & Why You Don't Need An Accounting Degree To Prepare Taxes!](https://www.nationaltaxoffice.com/cpa-myth-dont-need-accounting-degree-prepare-taxes/): Starting a business is a dream shared by countless American’s, and few opportunities offer the stability and return as a professional tax preparation business. Every year hundreds of millions of Americans seek the help of a professional to save time and money, creating incredible demand for those with the knowledge and skills to properly file a completed tax return. The biggest myth in this process is that filing taxes professionally requires an accounting degree, and can only be performed by a CPA. Do You Need A College Degree? Filing taxes professionally requires many things, from patience to a comfort with … Continue reading How to Transition From Working Under Someone Else - [ACA Penalties: Will Obamacare Affect Your Clients?](https://www.nationaltaxoffice.com/aca-penalties-will-obamacare-affect-clients/): The Affordable Care Act, commonly known as Obamacare, has changed the way millions of Americans receive health care coverage. This sweeping legislation has undoubtedly helped many gain coverage, but there are still several million people without coverage. Beginning in 2014, those who fail to acquire coverage are subject to a tax based penalty under most circumstances. Will your clients be affected by this tax? What Coverage Is Required? According to HealthCare.gov, there is a Minimal Essential Coverage required by the ACA that defines what specific items qualify as adequate health coverage. Some common examples of qualifying coverage include “…individual market … Continue reading How to Transition From Working Under Someone Else - [The Benefits of Being a Tax Preparation Professional](https://www.nationaltaxoffice.com/benefits-tax-preparation-professional/): If you are faced with the decision of whether or not to start your own tax business, it could be helpful to take a closer look at the benefits of doing so. Tax preparation professionals can enjoy a variety of career advantages that aren’t as readily available to experts of other industries. Career Stability An important characteristic that many individuals seek in a job is the surety of having a stable career that will provide income and satisfaction. Completing tax preparer training and starting your own business as a tax expert allows you this kind of envied stability. Unlike other … Continue reading How to Transition From Working Under Someone Else - [What Makes a Successful Tax Professional?](https://www.nationaltaxoffice.com/makes-successful-tax-professional/): Characteristics of the Most Successful Tax Professionals Here at National Tax Office, we pride ourselves on being able to offer the most helpful training and tools for individuals seeking to begin a career in tax preparation. Coupled with the right resources, there are some basic characteristics and skills that will help you achieve your highest potential. Social and Communication Skills Perhaps the most important skills for a tax expert to have are social and communication skills. Preparers are constantly working with individuals and businesses to organize annual expenses into readable documents and ensuring all taxes are filed correctly. To facilitate … Continue reading How to Transition From Working Under Someone Else - [What do Our Taxes Pay For?](https://www.nationaltaxoffice.com/taxes-pay/): What Do Our Taxes Pay For? At National Tax Office, we believe that the best place to start when opening up your own tax business is to educate yourself on exactly what taxes are, why we pay them, and what they do for us. What good is starting a reputable tax preparation franchise if you can’t tell your customers what their tax dollars pay for? Read on to learn why it’s so important that we pay our taxes every year. National Defense: Protecting The Country With Your Tax Dollars Whether or not you’re a member of the military, you’re still … Continue reading How to Transition From Working Under Someone Else - [What is the Right Time to Start a Tax Business?](https://www.nationaltaxoffice.com/latest-blog/): Do you want to start working as a tax preparer but can’t find the right time? If you think that the idea of starting your very own tax business sounds appealing and profitable to you, don’t delay – take the plunge right now! Don’t wait for the Tax Season to begin The most common mistakes that most people make when they decide a career as a tax preparer is that they start in fall and think that everything will be set up and ready by January. However, the thing is if you start early you will have a better chance … Continue reading How to Transition From Working Under Someone Else - [How to Begin Your Tax Business Now](https://www.nationaltaxoffice.com/latest-blog-and-news/): Are you talented, hard working and passionate and yet find it difficult to land the job of your dreams? It’s not because of your lack of skills or effort that you can’t locate a decent job – the saturation and competition in the market has increased the number of unemployed workers even for the most basic of positions. However, there is always a solution! While it may sound difficult at first, the best way to bid permanent farewell to your financial woes is starting yourown business, and tax preparation is something that you can definitely rely on. The best thing … Continue reading How to Transition From Working Under Someone Else - [Becoming a Tax Preparer: Things You Will Need](https://www.nationaltaxoffice.com/become-a-tax-preparer/): The word tax preparation is a nightmare for many. The idea of getting hold of their yearly financial records, looking through a pile of receipts and spending hours poring over calculations and filling out forms may scare off a large majority of the population. On the other hand, there are always people who like to stay up to date with their taxes and find it relaxing and even exciting to do their taxes for the year. If you fall inthe second category, there is good news for you – you can not only reap the benefits of doing your taxes … Continue reading How to Transition From Working Under Someone Else ## Pages - [Terms](https://www.nationaltaxoffice.com/terms/): Terms & Conditions Welcome to National Tax Office (“NTO,” “Company,” “we,” “our,” or “us”). These Terms and Conditions (“Terms”) govern your access to and use of our website located at www.nationaltaxoffice.com (the “Site”), as well as any content, services, tools, communications, and software made available through it (collectively, the “Platform”). By accessing or using our Platform, you confirm that you are at least 18 years of age and agree to be legally bound by these Terms. If you do not agree to these Terms, you must immediately discontinue use of the Platform. We reserve the right to deny access to … Continue reading How to Transition From Working Under Someone Else - [Tax School](https://www.nationaltaxoffice.com/tax-school/): Tax School Become a Tax Preparer – No Matter where you are at in your career, we have a courses for you Get Started Bundle and Save Get 20% Off on Tax Course Something For Everyone An online platform offering a wide range of tax school courses for beginners to advanced learners. Self-study Learn on the go! Wherever you’re at, you can get your education on your phone, tablet, or computer. Certified Training Easy-to-follow, IRS-approved courses for tax Pros of all levels. Bilingual Courses Unlock the world of taxes in not just one, but two languages. Live Webinar “Real-Time Tax … Continue reading How to Transition From Working Under Someone Else - [Pricing](https://www.nationaltaxoffice.com/pricing/): Simple & Transparent Pricing Tax software prices at One-tenth the price, Ten times the value Pro Web Desktop Service Bureau - [Reviews](https://www.nationaltaxoffice.com/reviews/): Customer Reviews Check out what others are saying about their experience with NTO. Get Started Testimonials Michell C Oakland, MS Thank You ☆ ☆ ☆ ☆ ☆ Thanks a lot. National Tax Office for the impressive quality of support and guidance you provide my business each season is the best! You guys are the reason I am now filing hundred of returns every year! I will forever be thankful! High Volume Office Ebony L Columbia, SC Simply The Best ☆ ☆ ☆ ☆ ☆ From starting my tax business my very first year with you all to now being a … Continue reading How to Transition From Working Under Someone Else - [Privacy Policy](https://www.nationaltaxoffice.com/privacypolicy/): Privacy Policy YOUR PRIVACY IS A PRIORITY TO US At National Tax Office (collectively “We”, “Us”, “Our”, “NTO”), we are committed to safeguarding customer information on https://www.nationaltaxoffice.com. Since your privacy is a priority to us, NTO will not share nonpublic information about you with third parties outside of the corporate family without your consent, except as explained in our Privacy Policy.If you have an unresolved privacy or data use concern that we have not addressed satisfactorily, please contact us immediately at info@nationaltaxoffice.com. PRIVACY POLICY Protecting your privacy is important to NTO. We want you to understand what information we may … Continue reading How to Transition From Working Under Someone Else - [Thank You](https://www.nationaltaxoffice.com/thank-you/): Thank you for your interest in National Tax Office. We will contact you shortly!! - [Ancillary Products](https://www.nationaltaxoffice.com/ancillary-products/): Ancillary Products Offer revenue-generating ancillary products and generate extra revenue for your tax business. Get Started Revenue Booster Offer ancillary products such as Audit Protection & Identity Protection and can generate additional revenue for your tax office. Our ancillary products come with your software. Yes, It’s built in! You just have to activate them. It’s that simple! On each of our ancillary products, you can add additional fees (add-on fees) all add-on fees are 100% yours. Get Started Audit Assistance It’s natural for anyone to feel uncertain about their tax return when they receive an audit notification from IRS. Well, … Continue reading How to Transition From Working Under Someone Else - [CRM](https://www.nationaltaxoffice.com/crm/): CRM Best all in one Customer Management Platform you need for your Tax Office. Get Started The Best Pre-built Marketing Suite Pre-built Template Library Drip Campaigns Bulk Messaging Metrics Get Started Manage Your Customer Like a Pro Lead Capture & Scoring CRM Sales Automation Prioritized Pipelines Funnels Get Started Integrated Cloud-based SMS & Calling Built-in Dialer IVR & Routing Phone Numebrs SMS & MMS Messaging Get Started Get More Done with Productivity Tools Task & Kanban Advance Notes Calendar Sync Checklist Get Started Integrated Bank Products Choose from any of the industry’s leading refund transfer banks and start collecting your … Continue reading How to Transition From Working Under Someone Else - [Support](https://www.nationaltaxoffice.com/support/): Support Get the help you need at the time you need it the most. Get support via Text, Call, or Email. Get Started New User Onboarding & Training We know that tax software, like taxes themselves, can prove to be difficult the first time around, and that’s why we provide you with multiple options so you can learn at your own pace. We look at onboarding as a “tone setting” experience. We believe that our approach to onboarding and training new users is one of the many things that makes us unique. Our process takes out all the guesswork and … Continue reading How to Transition From Working Under Someone Else - [Bank Product](https://www.nationaltaxoffice.com/bankproducts/): Bank Products Refund Transfer Bank Products allows you to collect your tax prep fees out of your cutomers refund. Get Started Offer Taxpayer Cash Advance | Convenient Solutions For Your Tax Business With Bank Products streamlining, the refund process helps you stand out in the market and win over customers with a completely hassle-free experience. Build strong relationships with your customers and add a professional touch to your services by offering convenient ways to receive tax refunds. Create a loyal customer base with the help of our team here at National Tax Office and take your tax business to a … Continue reading How to Transition From Working Under Someone Else - [Service Bureau](https://www.nationaltaxoffice.com/service-bureau/): Helping Tax Pros Build, Launch, and Grow a Service Bureau Co-brand your software and start earning Service Bureau fees instead of paying them. Get Started Branded Software Match everyting to your Brand and Style. Get your own Software with a custom link and add your logo. Help other Tax Pros by selling the software at discounted price. Hassle Free Demo, Give out demo link to potential clients and let them create a demo account. Get Started Back-end Birds-eye view Access all of your offices from an exclusive back-end service bureau login. On-board, set up, and activate new office licenses directly … Continue reading How to Transition From Working Under Someone Else - [Desktop](https://www.nationaltaxoffice.com/desktop/): Desktop: for Individual & Business Tax Returns Handle Both Individual and Business Returns with One Powerful Platform Get Started Individual + Corporate Returns Prepare both individual and corporate business returns in our all-in-one desktop application. Business Returns Prepare forms such as 1120, 1120-S, 1065, 1041, 706, 709, 990, and 5500. Individual Returns In addition to business returns, this form-based software will give you access to all 1040 forms as well. All States File individual as well as business state tax returns with this comprehensive software. Get Started Simplified Features In the digital era running Paperless Office is essential. Our Desktop … Continue reading How to Transition From Working Under Someone Else - [Contact Us](https://www.nationaltaxoffice.com/contact-us/): We’d Love to Hear From You Whether you are curious about our features or need a software demo, we’re ready to answer any and all questions. GIVE US A SHOUT! Use the form to drop us an email or give us a ring (844) 686-1040 info@nationaltaxoffice.com 400 Bellemeade St. Suite #503 Greensboro, NC 27401 - [Our Story](https://www.nationaltaxoffice.com/about-us/): We help businesses of every size – from individual preparers to multi-office service bureaus. Everyone has to start somewhere and this is our story. Our story Who We Are National Tax Office has been helping entrepreneurs start a tax preparation business since 2013. We are a minority-owned company out of Greensboro, North Carolina. We started NTO because we saw a massive gap in the industry regarding software pricing and quality of service for independent Tax Business owners. We felt that the only way you can get decent service or fair pricing is if you are an office producing thousand(s) of tax … Continue reading How to Transition From Working Under Someone Else - [Pro Web](https://www.nationaltaxoffice.com/pro-web/): Pro Web: Web-Based Tax Software for Tax Professionals Prepare tax returns from wherever your business takes you with our web-based professional tax software. Get Started All-inclusive Software Professional Tax Software that gives you access to previous years and all forms in one place. Current + 5 Years Prior Go back and complete returns from 2017 and all years in between. All States Out of state customers? No Problem. File returns for anyone anywhere. Unlimited e-filing e-file unlimited federal and state returns without any limits. e-file Amended Returns Electronically file amended current and prior years’ returns. Get Started Incredibly Easy to … Continue reading How to Transition From Working Under Someone Else - [Home](https://www.nationaltaxoffice.com/): Professional Tax Software for any Tax Business NTO provides you with all the tools needed, it truly is a one-stop-shop for all your tax business needs. Get Started “Everything” Which includes, well, Everything! Software! Training! Support! Bank Products! Marketing! Everything! | Tax Software for Every Preparer Powerful software with bulit in tools that helps you grow your business. 100% web-based Incredibly easy to learn and train Complete control and visibility Incredibly Secure Get Started Software that Fits Your Business NTO offers multiple software options so you can choose the best fit for your business needs. Step-by- step Interview Mode ​ … Continue reading How to Transition From Working Under Someone Else - [Blog](https://www.nationaltaxoffice.com/blogs-and-news/): Latest News NTO gives you all the resources you need to stay ahead of tax season. Get Started [comment]: # (Generated by Hostinger Tools Plugin)