Tax season is a busy time for everyone involved, but it’s especially important for taxpayers in the market for a qualified tax preparer. Tax laws are complex and ever-changing, and it can be difficult for taxpayers to keep up with the latest changes. This is where professional tax preparers come in. Professional tax preparers can […]

A “tax purpose” for an individual is the reason why they file a tax return or are listed on the tax return of someone else. It is not the same thing as a tax filing requirement, however, tax filing requirement is a tax purpose. People who have no tax filing requirement can and still should […]

As a tax preparer, it’s essential to ensure that the tax return that you are being paid to prepare is prepared accurately and in compliance with all applicable regulations. One critical aspect of this is the use of a Preparer Tax Identification Number (PTIN) by the tax preparer. A PTIN is a unique identifier assigned […]

What is the AFSP? It is the Annual Filing Season Program. It is a voluntary program for tax preparers that encourages tax preparers to take continuing education.  For a person to get a certificate of completion from the IRS for having completed this program, they must complete the Annual Filing Tax Refresher (AFTR) and receive […]

Training your tax preparers can be a daunting task, but it doesn’t have to be. We’ve compiled a list of important tax preparer training categories. Ranging from software and tax law training to online security, with our list of best practices for tax office training, we hope this will help to ensure that you and […]