Tax Preparer Jobs Forum

Current Discussions (129) - Start a Discussion


Updated 2 hours ago

Tax preparation software and bank products - 760 Replies

[QUOTE who="reshablakely in Galveston, Texas"]I just started my business the year before last. . unfortunately, because of a probation violation I...


Be Aware! Bank Product Company Stealing Clients!

This is probably the most unethical thing I’ve witnessed in my 18 years of having a tax preparation business. This past Saturday emails were sent to...


Possible EFIN Assistance

Hello, I am a well established tax preparer with high client volume. I have been in the business for over 13 years. I had to reapply for irs...


Updated 1 month ago


Many owners utilize the Facebook marketplace and indeed in order to grow their companies.

Kayla Combs

Updated 2 months ago

Steps involved in starting the Tax Business. - 25 Replies

So the bigger question is, are you wanting to start it from home or a building? Second, are you wanting to just do taxes, or a service-beaureau...


Updated 3 months ago

IRS Efin application denied - 1 Reply

We will be able to assist you and we are not a service bureau. You are still in complete control and you will be able to offer 5000.00 cash advance...

ExquisiteTax Service

Updated 3 months ago

Starting my own Tax Preperation Business in Florida - 20 Replies

[QUOTE who="Nakiva Reynolds in Birmingham, Alabama"]I'm thinking about starting a tax business but I dont' know exactly what to do. Please help....


Updated 4 months 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 4 months ago

Preparation Fees - 127 Replies

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


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...

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 8 months ago


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

Alicce in Riverdale, Maryland


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 12 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 12 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.


Updated 12 months ago

Efin Assistance - 4 Replies

One stop shop.

leewms in Virginia Beach, Virginia

Updated 20 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 21 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 21 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?

Financialplus in York, Pennsylvania

Updated 24 months ago



ariel in Metairie, Louisiana

Updated 27 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 29 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 29 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 32 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 36 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 36 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 39 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 40 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 42 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 46 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 48 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 49 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 60 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 61 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 62 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 62 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 63 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 64 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 65 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 68 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 70 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 73 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 73 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...

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