Tax Preparer Jobs Forum

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Current Discussions (126) - Start a Discussion

mrs.combs@*****.***

Updated 9 days ago

Tax preparation software and bank products - 752 Replies

So I applied for my e-fin, and I am waiting on confirmation but it says pending documents not sure what the irs needs. Am affiliated with a company...

Doctodd

Updated 14 days ago

Steps involved in starting the Tax Business. - 24 Replies

Hello Iam interested in learning to do taxes again, it’s been since 2010 that I went to tax school with liberty tax services but have done my own...

Abankstaxservices

Updated 15 days ago

Crosslink Tax Software from Petz Enterprises is the worst! - 18 Replies

[QUOTE who="John in Florida"]CrossLink (Petz Enterprises) is a horrible company their sales Representatives are unprofessional and rude. I called to...

Chuck McCabe

Updated 16 days ago

Preparation Fees - 127 Replies

(1) Visit www.theincometaxschool.com, go to the blog (top right) and search for blog posts including the word "fees". (2) Join my Linkedin group...

Sjoscelyn

I am a bookkeeper that is getting into tax preparation

I am taking a course on tax preparation and have signed up for my PTIN, signed up for the IRS test. While reading the course it says I cannot...

KaShannon

Updated 27 days ago

HOW TO START A TAX PREPERATION BUSINESS FROM HOME - 32 Replies

Hi, I’m looking to get started in becoming a tax preparer in Texas however I’m not really sure how to get started. If anyone can offer assistance it...

Candice M Hopkins in Jacksonville, Florida

How Do I Market A Virtual Tax Prep Company

I have been in the tax business for over 6 years now, and I have seen all manner of nonsense transpire. I am truly fed up working for these tax...

DARCIE in Weslaco, Texas

Updated 5 months ago

DEPENDENT WITH ITIN NO. - 8 Replies

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

Alicce in Riverdale, Maryland

Efin

Hi! Please I need help, I have my tax office but Im trying to get another business in the same state but that business is on my brothers name so i...

Anil Sharma in Aurora, Illinois

Updated 8 months ago

Tax prparation business and enrolled agent. - 54 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...

Jentle in Fort Lauderdale, Florida

Updated 8 months ago

Third Party Efin Providers - 2 Replies

Does anybody know of third party efin providers that offer software and bank products? I am new to the business and very late in the game.

Jentle in Fort Lauderdale, Florida

Updated 8 months ago

Efin Assistance - 4 Replies

Need Efin assistance with bank products and preferably with the ability to offer cash advance! I really would to stress the cash advance, because I...

leewms in Virginia Beach, Virginia

Updated 16 months ago

Problems with become an Authorized e-file Provider ??? - 4 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...

mytaxrefundpro in Atlanta, Georgia

Updated 17 months ago

Tax Preparation School/Course? - 1 Reply

Hello everyone! I was looking into the field of tax preparation a tad over the last few weeks and I've decided that I want to jump into it in the...

mytaxrefundpro in Atlanta, Georgia

Updated 17 months ago

Tax Preparer Business - 1 Reply

Can anyone advise on tax software? I am starting my business. Looking for ways to ensure success. Any advice? Software? Building Client?

JOSIE CASTRO in Fort Lauderdale, Florida

Updated 20 months ago

Starting my own Tax Preperation Business in Florida - 19 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...

Financialplus in York, Pennsylvania

Updated 20 months ago

TAX SOFTWARE WITH NO UPFRONT FEES - 2 Replies

WE ARE HERE TO HELP TAX COMPANIES THIS TAX YEAR. WE ARE OFFER 24 HOUR TECHNICALLY SUPPORT WITH PAYROLL AND BANKING PRODUCTS.

ariel in Metairie, Louisiana

Updated 23 months ago

Need e-file help - 2 Replies

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...

TaxPro Financial Service in Atlanta, Georgia

Updated 25 months 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 25 months ago

Tax marketing - 1 Reply

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

Elle in Riverview, Florida

Updated 28 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...

xdeadsilence in Washington, New Jersey

Updated 32 months ago

What is HR Block charging this year? - 18 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 33 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 35 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 36 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 38 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...

mytaxrefundpro

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 42 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...

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

Updated 45 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 45 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,...

GannonServiceBureauDOTcom in Memphis, Tennessee

Updated 56 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 57 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 58 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 58 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 59 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 60 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 61 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 64 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 66 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 69 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 EFIN....no problem Get set...

Patryce2010 in Portland, Oregon

Updated 69 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 71 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 71 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 71 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...

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