Tax Filing Statuses: The Important Decision Impacting Your Tax Return

When it comes to preparing a tax return, the most crucial decision is determining the client's filing status. There are five different filing statuses: single, married filing...

8/07/23 LEARN MORE
Reporting Investment Income from Securities

Many of our clients are heavily invested in the stock market. While we count on the brokerage statements to help us report their income correctly, it’s imperative that we have a...

8/03/23 LEARN MORE
How to Decide Between Self-Study and Live CPE Options

Your success as a tax professional requires numerous hours of continuing professional education but it’s not always easy to find time to take courses. However, those hours of...

1/09/23 LEARN MORE
5 CPE Courses To Be Grateful For

Are you a CPA who needs to earn those mandatory CPE credits? We’re sharing 5 great course options that you’ll be grateful for while earning your CPE credits for the year. Every...

11/23/22 LEARN MORE
Earn Free CPE and CE Credits Quickly and Easily

Don’t look now, but the end of the year is almost here. Parties, family get-togethers, ski vacations no doubt. Oh, and don’t forget about reaching your yearly CPE and CE credits...

11/17/22 LEARN MORE
Prizes and Awards: Looking the Gift Horse in the Mouth

Is it a gift, a prize, or an award? That’s the question! The IRS would like the taxpayer to receive a prize or an award because that’s taxable income. The taxpayer, on the other...

8/22/22 LEARN MORE
§529 Plans, American Opportunity, & Lifetime Learning Credits

We all know that paying for higher education is a huge drain on any family’s resources. Happily, the tax code provides a wide variety of ways to help families pay for that higher...

8/18/22 LEARN MORE
The Most Important Tax Issues For Homeowners

The principal residence is probably the one thing that nearly all our clients have in common! So dealing with the tax situations arising from the principal residence is something...

6/07/22 LEARN MORE
Preparing IRS Schedule-C for Business: What You Need to Know

Schedule C, Profit or Loss From Business (Sole Proprietorship) is one of those tax forms that looks simple, but is baited with many traps for the unprepared tax professional.

5/04/22 LEARN MORE
How to Fill Out Schedule C IRS Form

Does it seem lately like every single client has some sort of side hustle requiring the filing of a Schedule C, Profit or Loss From Business? You’re not alone. More and more,...

4/22/22 LEARN MORE
Guide For Airbnb Taxes and Other Residential Real Estate Activities

Back in the day, the only type of rental we dealt with was a plain, old, ordinary rental property with year-long leases. But with the advent of apps that connect landlords with...

4/05/22 LEARN MORE
Everything Accountants Need to Know About 1099 Form Instructions

Yes, we know, it’s only January and you have the entire year to get your CPE and CE credits in! But, you can never start too early. That’s why we have introduced a new in-depth...

1/31/22 LEARN MORE
How to Manage Your CPE and CE Credits

To renew your Enrolled Agent (EA) credentials with the IRS or to meet the CPE requirements for CPA licensure renewal in your state, you must acquire enough approved continuing...

1/03/22 LEARN MORE
Your Guide to a Subscription Pricing Model in Accounting

Tracking hours, reviewing timesheets, custom monthly billing, accounts receivable, collections, inconsistent cashflow, exchanging time for money, putting out client fires — is...

9/27/21 LEARN MORE
Free CE & CPE: Learning All About Amended Tax Returns

Even the best enrolled agents, CPAs and other tax professionals can end up making a mistake on a tax document that has already been filed. Luckily, you can amend returns! Looking...

9/22/21 LEARN MORE

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