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TaxPro Financial Service in Atlanta, Georgia

Updated 1 month ago

tax software, bank products and EFIN in Ashburn VA - 1 Reply

Hello i need help to start my own tax service, i dont have a EFIN yet and i need a third party efile provider until i get mine, i also interested in...

TaxPro Financial Service in Atlanta, Georgia

Updated 1 month ago

Tax marketing - 1 Reply

What can you do to gain more clients for your second year as tax owner

David in Denver, Colorado

Updated 2 months ago

Tax preparation software and bank products - 686 Replies

Bank product fees are getting out of hand and quite frankly so are the software fees. I have suggestions for any of those looking for a new software...

Elle in Riverview, Florida

Updated 4 months ago

Becoming a Tax Preparer. - 22 Replies

I am a stay-at-home mom and I am considering taking the tax preparation course through one of the Colleges around my area. I guess I am wanting to...

msmuff23 in Desoto, Texas

Updated 6 months ago



xdeadsilence in Washington, New Jersey

Updated 8 months ago

What is HR Block charging this year? - 19 Replies

I saw a sign in a HR Block office outside window in California: 1040 Easy $39.00 Fed $29.00 State (which is a total of $68.00) Last block would...

carle in Herndon, Virginia

Updated 8 months ago

Tax Prep Software - TaxSlayer Pro - 2 Replies

Has anyone used, or is currently using, TaxSlayer Pro? What are your thoughts about it? Pros/cons?

Bert in Chicago, Illinois

Updated 10 months ago

Marketing Ideas - 8 Replies

I would like to start a new thread on marketing ideas Marking ideas during the off season. Is there any way to target customers who have not filed...

Bob Johnson in Marietta, Georgia

Updated 12 months ago

Tax Software - 1 Reply

I've been in managerial and executive positions in the professional tax software business since the early 90's. Contact me to find out what the...

1040TaxBiz in Indianapolis, Indiana

Starting My Own Tax Preparation Business

There are many steps in starting a tax preparation business from. Most websites out there say things like: 1) Get training & education This is...

Mytaxrefundpro in Morrow GA

Updated 14 months ago

Tax Client Database Software - 2 Replies

Hello, I am looking for a software that allows me to handle client intake effeciently and smoothly. I would like to enter customer information...


Tax School

Hello, I am looking to train tax preparers for the upcoming tax season. I would like to do a comphrensive training course. I've looked at the...

Tax Man 1040 in Greater Nashville Area, Tennessee

Tax Preparation Software - Powered by Crosslink

The 2014 tax year is ending and what better way to start the 2015 tax season than with an early purchase of tax software. “What” you may ask, don’t...

GannonServiceBureauDOTcom in Memphis, Tennessee

Updated 18 months ago

Found inexpensive software - 3 Replies

I'm always on the lookout for a great deal. Today I received an email from a new tax software company. If you're looking for tax software at a deal...

John Parnaby in Ponte Vedra Beach, Florida

Updated 19 months ago

Starting my own Tax Preperation Business in Florida - 17 Replies

Hi everybody, does anyone know, what the federal/state requirements are to start your own tax preperation business here in florida. I think the...

John Parnaby in Ponte Vedra Beach, Florida

Updated 20 months ago

Steps involved in starting the Tax Business. - 17 Replies

Hello Tax Professional Gurus, I am thinking to start a Home based Tax Preparation business. However I am confused of the process involved in...

signgmom1@*****.*** in South Holland, Illinois

Updated 20 months ago

IRS error code 9603 - 2 Replies

I tried to log into my IRS efile account to check on my application status and was given error code 9603 Any one know what that is? I have a...

GannonServiceBureauDOTcom in Memphis, Tennessee

Updated 21 months ago

Are there any Companies that will allow me to offer my customers Christmas Cash Adances. - 1 Reply

I have been doing taxes for years. I am an Enrolled Agent, but recently some of my competitors have been able to offer their customers payday-loans,...

Duchess B in Lawrenceville, Georgia

Updated 21 months ago

Tax prparation business and enrolled agent. - 52 Replies

I am interested in starting a tax preparation business. Is it necessary to be a CPA or will accredidation as an enrolled agent be sufficient? Where...

Midwest Tax Group in Cincinnati, Ohio

Updated 32 months ago

Crosslink Tax Software from Petz Enterprises is the worst! - 9 Replies

I switched software companies this year from Taxwise to Crosslink tax software. The software itself seemed very user friendly but unfortunately you...

GannonServiceBureauDOTcom in Memphis, Tennessee

Updated 32 months ago

Tax Partnership - 3 Replies

Do you need banking products and an EFIN number? I am with the best people for banking products (you can charge up to $999) and there aren't all...

The Finance Writer in Georgetown, Texas

Updated 33 months ago

Deferred Student Loan on 1098T - 1 Reply

I received form 1098-T from University of Phoenix. Box-1 shows payment received $11,073, but it is a deferred student loan. Can I deduct this amount,...

The Finance Writer in Georgetown, Texas

Updated 34 months ago

Fee for Taxes - 1 Reply

Anyone know how much tax preparers are charging to do taxes in Ga? I am trying to figure out a round out figure to charge my customers. I Usually...

Chris Tax in Los Angeles, California

Updated 34 months ago

FeeCollect vs. E-collect - 2 Replies

Which is the better company to get my tax preparation fees from my client's return? Is there a preference?

R in Covington, Louisiana

Updated 35 months ago

Getting approved by banks to RAL - 520 Replies

I am having a problem getting approved by the banks to do RAL's. I am currently with First Security Bank and they only do RT. I have tried to get...

The Finance Writer in Georgetown, Texas

Updated 36 months ago

Getting Into Tax Preparation - 6 Replies

I have been looking into becoming a tax professional for a while now. Last week I applied and got approved to take a distance learning course to...

Chris Tax in Los Angeles, California

Updated 37 months ago

will a big franchise , Block, Hewitt, Lib find out if a tax preparer is doing returns on the side? - 3 Replies

I am new to the business, taking RTRP soon, and it looks like I am going to do tax prep for a big franchise in the area. My goal for getting into...

Monique in Houston, Texas

Updated 39 months ago

do i need 75k at the bank to start my own tax preparer office? - 1 Reply

i have been working for my uncle and a tax preparer for 2 years now and i would like to start my own tax preperer office, but my uncle told me that i...

jimy_25@*****.*** in Northampton, Massachusetts

Updated 42 months ago

becoming a tax preparer in Boston - 3 Replies

Hi, I am looking to become a tax preparer seasonal/part-time in Massachusetts. I have a bachelor's degree in accounting and finance and took a tax...

Arewetherenow in Medford, Oregon

IT Systems Engineer - Disclose civil settlement that is possibly relevant to position?

I settled a civil case that alleged I saw confidential information pertaining to a business deal and profited from it. The settlement was not...

Jay Tizzle in Florida

Has anyone else on this board got into tax prep as a way to prospect for other businesses like mortgage, insurance, investments?

thoughts and experiences would be great.

Chris in Miami, Florida

Customers electronic filing pins and ip pins

Will my customers need to provide me with their electronic filing pins or ip pins, in order for their returns to get accepted? Or since I will be...

Chris in Hollywood, Florida

Two Tax preparer software and banks on same efin?????????

I have two offices and I want to use two different tax softwares and banks, but using one master efin. At one business ill be using the drake...

Financialplus in Baltimore, Maryland

Updated 45 months ago

Third Party Transmitter - 2 Replies

Do you need assistance with processing tax returns this tax season Contact FinancialPLUS Services for more info. No problem Get set...

Patryce2010 in Portland, Oregon

Updated 45 months ago

Tax Refund Line of Credit??? - 1 Reply

I wanted to know if anyone knew of any third party vendors that are offering the products similar to the Smartline that Jackson Hewitt is offering...

John Torriero in New Providence, New Jersey

Updated 47 months ago

Time to get ready-CAREER CHANGE - 1 Reply

I am looking for an affordable online fundamentals course or school. I've seen several on this site and would like recommendations. After the IRS...

John Torriero in New Providence, New Jersey

Updated 47 months ago

Tax preparer jobs at 2 places - 2 Replies

I am planning to take up tax preparer jobs at liberty tax and Jackson Hewitt in parallel at different timings of the week. Is it legal to do it?

Simone in Conyers, Georgia

Updated 47 months ago

Tax Preparer Wage - 9 Replies

So, what would be an average wage that a tax preparer with a couple years experience (H&R Block) should expect at a new job? I've been thinking...

Sister Mi, in Ville Platte, Louisiana

Updated 52 months ago

Expanding Current Tax Preparation Business - 1 Reply

I am looking to expand my current tax business and I am seeking a mentor to assist me with marketing and setup for my tax preparation company. I have...

Lanette in Houston, Texas

Updated 55 months ago

Legal Liability - 80 Replies

I just started preparing taxes after taking several courses. can I be sued by a client for wrong information/return on a tax return if I honestly...

Ray in Unity, Maine

Help setting up e -file

I am a single tax preparer and need to get my own e-file account. I have started the process. I have the application made out, but having some...

aaaaa in Jamaica, New York

Updated 55 months ago

What are typical tax preparer salaries? - 2 Replies

Do some companies pay a lot more for this position than others? What does a top earner make in this field? What skills should you learn to increase...

shay in London, United Kingdom

Updated 56 months ago

How to get more customers? - 6 Replies

I am starting a tax preparation company. I have worked for Liberty Tax as the general manager and I have worked for a CPA firm. I have a degree in...

Jennifer in San Marcos, California

Updated 57 months ago

First Year Tax Preparation - 20 Replies

I am hoping to start a part-time/at home tax preparation business but I have a few questions. What would be a realistic number of clients for...

SHB in Mays Landing, New Jersey

Updated 57 months ago

Need e-file help - 1 Reply

I am all licensed with my PTIN number, but last year I had a different job and didn't do taxes. When I renewed my PTIN number I realized I needed to...

TaxLady Jones in Philadelphia, Pennsylvania

Single Member LLC with NOL and Carryback

Hi Tax Pros! I've been reading this forum for weeks afraid to join in the discussion. Well, I've finally come across a situation in which I think...

TaxGuy in Alexandria, Louisiana

Anybody else send out Christmas Cards to their clients?

It's a little bit of extra work and expense, but it shows your clients that you really appreciate their business, and increases the probability that...

TaxGuy in Alexandria, Louisiana

Updated 58 months ago

The Best Tax Preparation Software Vote? - 2 Replies

Just curious, what's your opinion on the best tax preparation software?

jackso in Stone Mountain, Georgia

Updated 58 months ago


Do someone know if a resident of Mexico can be claimed as DEPENDENT in someone's return filing with ITIN #

SB2012 in Atlanta, Georgia

Updated 58 months ago

Problems with become an Authorized e-file Provider ??? - 3 Replies

I plan on starting a storefront tax preparation business, however my students loans are in default. Will that stop me from become an Authorized...

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