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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 72 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 72 months ago


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

Janice in Atlanta, Georgia

Updated 72 months ago

TAX Preparation business in NY - 3 Replies

Hello, Hello, I would like to start a tax preparation business this coming tax season. So far I have found this forum very helpful. I live in...

Danielle in Atlanta, Georgia

Updated 74 months ago

Bank - 1 Reply

Do anyone know of any Bank that will allow you to charge up to $1,000.00 for your tax client please let us know

TTN74 in Wesley Chapel, Florida


Does any one know of any companies that offer APPROVED DO IT YOURSELF TAX SOFTWARE FOR WEBSITES? Any information would be greatly appreciated I am...

VIPtax SERVICE in Germantown, Tennessee

Updated 74 months ago


I am trying to decide on what is a good bank to provide bank product this year. Also, I am interested in getting great software. This is my 1st year....

SWOhioTaxPro in Dayton, Ohio

Website Design & Host Suggestions

Looking to upgrade my website. I want it to be more polished. Any suggestions? Thanks folks!

SWOhioTaxPro in Dayton, Ohio

Updated 74 months ago

Offering Referal fees/discounts - 2 Replies

Hello everyone, first of all I just want to say that I just started my tax business this year. I have used many of the suggestions here and they...

SWOhioTaxPro in Dayton, Ohio

Updated 74 months ago

Cleint moved out of state - 3 Replies

Client moved from Maine to Florida in September. Can I still do his taxes from Maine?

SWOhioTaxPro in Dayton, Ohio

Updated 74 months ago

Advice for Passing out Flyers - 6 Replies

I have been daily passing out my tax business flyers at a Super Market shopping center in the parking lot. I introduce myself, tell them I grew up...

SWOhioTaxPro in Dayton, Ohio

Updated 74 months ago

EIC-Earned Income Credit - 3 Replies

So, I just want other tax preparers opinions. I have clients who had very little income for the year and are self-employed. These clients are not...

SWOhioTaxPro in Dayton, Ohio

Updated 74 months ago

Preparation Fees - 125 Replies

I need some insight on tax preparation fees. I am just starting my tax business and I need some help with the fee structure for the individual forms,...

Chris in Los Angeles, California

Updated 75 months ago

I need a credit / card payment site - 10 Replies

I am looking for a credit card/ debit card Web site where I can process my payments without a monthly fee. Chris

A1 Tax Services in Fort Worth, Texas

Updated 76 months ago

ERO questions - 4 Replies

Hello Everyone my name is James and Im new to the Indeed forum. For the past five years I have been preparing taxes with no EFIN. That hasnt been...

Scott in Holly Springs, North Carolina

Updated 77 months ago


Anyone who is currently or has in the past used refunds today as their software and transmitter please let me know how you feel about them.

Maria-R in Montebello, California

Updated 80 months ago

Question on importing a 2010 Turbo Tax return - 3 Replies

I am currently using Tax Act and have been happy. I still like turbo tax better. Tax Act costs me $200.00 plus $13.00 efile fee. I think buying...

Maria-R in Montebello, California

Updated 81 months ago

IRS Exam Question - 1 Reply

Will IRS Exam I allow me to do Schedule Cs and schedule Es ? I am a CTEC preparer currently register I have 3 years to pass the exam. My thinking...

Chris Tax in Los Angeles, California

Updated 81 months ago

ITIN filers - 3 Replies

Be careful with ITIN filers claiming the Child Tax Credit. The vast majority claim it fraudulently. Mexicans are allowed to claim their dependents in...

Chris Tax in Los Angeles, California

Updated 82 months ago



Chris Tax in Los Angeles, California

Updated 82 months ago

Listing an ad on Criags list - 2 Replies

Any advice on listing an ad on Craigs list to get a better response. Thanks, Chris

taxpreaz in Phoenix, Arizona

1040 A

I have a question i have a few clients the file a 1040A and the person who filed them they didnt have a w2 but add on line 7 on household employee...

Chris Tax in Los Angeles, California

Updated 83 months ago

Everyone on vacation? - 18 Replies

I love to discuss the tax business and bounce my ideas off people. I have just opened my home based mobile tax business after 4 yrs with liberty...

Monique in Ontario, California

Updated 83 months ago

Need help on fine tuning Tax Return Prices - 21 Replies

Question: Pricing question I realize it is always easier to discount than increase a charge once quoted. I live in Ventura, CA – Los Angeles...

shirl in Rockville, Maryland

Updated 83 months ago

I need a sample flyer - 1 Reply

I need a sample flyer for tax return business one page no color. I will be cheap and cater to low end client Thanks in advance Chris

Elia in Berwyn, Illinois

Updated 83 months ago

Taxes - 1 Reply

I am a tax preparer and looking for someone that works for a service bureau or other tax firm that uses Crosslink 1040. I went through TRX's 1040...

expresstax in Monroeville, Alabama

3 to 4 days IRS Refunds

Can anyone confirm that the IRS may release refunds in 3 to 4 days with their new system????? Just curious about this.

A Latina with a dream in Ontario, California

Updated 83 months ago

claiming a new home purchase? - 2 Replies

I have a client who just bought a house. Her paperwork and the loans went through before 12/31/2010 but she is not able to get the keys to the home...

Tax Prep in Jonesboro, Georgia

Updated 83 months ago

Tax Preparer - Rapid Refund - Credit - 13 Replies

Hello. I am seriously considering a part-time job as a tax preparer. I'm self-employed and would like to do it for extra income. I am, however,...

Tax Prep in Jonesboro, Georgia

Updated 83 months ago

Opening new office - 4 Replies

I am currently working on opening 2 locations for the upcoming tax season but dont have my EFIN yet. Who would you recommend I use for a third party...

Tax Preparer in Jonesboro, Georgia

Updated 83 months ago

Due diligence form for schedule Cs which clients sign - 23 Replies

Ethics are the most important aspect of tax business. I am looking for an example of a due diligence form for schedule Cs which clients sign. I...

Lisa in Jim Thorpe, Pennsylvania


I just found this out. If you are using SBBT for ERC's then you cannot use fees collect. It is either on or the other. CHenck with your software...

Chris in Grass Valley, California

Updated 85 months ago

Marketing Marketing - Facebook - 1 Reply

Looking for ideas on using Facebook To market my tax business. I have been building a social network of Family and friends. Also, I have business...

Tax in Raleigh, North Carolina


Hello, have anyone worked with Advent in the past? Any ideas about their products?

taxguy in Mobile, Alabama

IRS marketing requirements

Hey guys, does anyone know about any marketing requiremenets for tax preparers? Like do we need any specific posters/signs/banners at our location...

Kevin Tolar in Youngstown, Florida

Updated 85 months ago

Best Tax Preparer Courses/Training - 1 Reply

I have found the following training options with prices ranging from $100 to $1800. Wondering if anybody has experience or could recommend any of...

Kevin Tolar in Youngstown, Florida

Updated 85 months ago

Efile Account Number - 2 Replies

Hello, What is the fee to setup an E-file account number through the IRS?

TPCPA in Bogotá, Colombia

Updated 86 months ago

Getting a tax preparer job. - 3 Replies

How did you get your start doing tax preparer work, and what career moves did you make to get to your current position? Do you need a particular...

expresstax in Monroeville, Alabama


This upcoming tax season is going to be very interesting. I don't believe that ANY banks are going to process RALS! I mena let's be honest, why...

Kevin Tolar in Panama City, Florida

Updated 86 months ago

CROSSLINK - 6 Replies

Can someone give me the approximate cost for Crosslink 1040 software. A reply would be greatly appreciated. Thanks!

lucy garces in marina del rey, California

Updated 86 months ago

Client Tell the Truth Statement - 8 Replies

I need a tell the truth statement from client to cover myself . Especially in Schedule Cs , Rentals and waitresses, etc . Here is my statement so...

Albert in Van Nuys, California

Need Hands on Training

Hello, I am currently in the process on getting my CTEC license in california. I'm taking a self study program that I found on the internet at a low...

Chris Tax in Los Angeles, California

What is everyone thoughts on Pricing this year?

I would like some feed back on everyone prices this year Chris

Pat in Tulsa, Oklahoma

Updated 88 months ago

Opinion on IRS new requirements - 3 Replies

What is everyone Take on the new IRS requirements? Will the IRS set up standards similiar to Calif CTEC? Will we continue to take 3rd party...

Chris Tax in Los Angeles, California

Updated 88 months ago

Looking for an example of a Simple Engagement Letter - 1 Reply

Does anyone have an example of a simple engagement letter? The examples I googled were all way to complex. Chris

Chris Tax in Los Angeles, California

Chuck Question on Trust tax returns

Chuck: Please keep it simple What is involved with a Trust tax return. How hard is it to learn how to do one? I am 56 which is an advantage...

Chris Tax in Los Angeles, California

Question on Scedule Cs

What are Tax prepares doing with self employed people who need a priest not a bookkeeping? Is anyone requiring an additional form they sign...

Chris Tax in Los Angeles, California

Marketing with a T-shirt or collar shirt

I want to market where I wear a collar T-shirt promoting my Tax business. I am a believer in guerrilla marketing. My thinking is to put on the...

taxservices in Mobile, Alabama

Updated 95 months ago

Bank product approval percentages - 2 Replies

Hi, I use Taxwise and Chase and it's my first year in the tax business. So far, of the 80 returns that we have efiled, only about 25 RALS have been...

Professional Tax Preparer in Wesley Chapel, Florida

Updated 96 months ago

looking for bank to do ral - 2 Replies

it is now 12/28/2009...are their any banks accerpting new enrollments...any suggesttions?

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