Tax preparers

Tax pros share how they discuss preparing for the Golden Years with customers.

Use tax season to identify those who need your help after April 15.

This simple checklist will reward you throughout the year.

Getting the word out (and the clients in) during filing season remains the holy grail for preparers.

The service is currently unable to reschedule the event.

The TaxBuzz and CountingWorks lists are based in part on client reviews.

One common question: ‘Do I still have to pay?’ (Yes.)

Some customers felt their refunds weren’t as much as the tax prep chain’s campaigns had suggested.

Over 30 states now have a 10 Business Day Rule in place.

Practitioners share which designations they’re pursuing – and which their clients value.