Tax season
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Tax Season Checklist
February 15, 2018 3:35 AM
Tax Season is Here! Here's a Tax Preparer Checklist to Get Started Dear Tax Preparer, Tax season is here and that means making outreach efforts to potential new clients and pinpointing which major tax law updates existing clients should be aware of prior to making an appointment with you. However, there's...
Pre-Tax Season Checklist
October 5, 2016 3:50 PM
Pre-Tax Season Checklist for Tax Preparers The end of extension season is just around the corner so you know that means: tax season itself is going to be here soon. That means making outreach efforts to potential new clients and pinpointing which major tax law updates existing clients should be aware of prior to...
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