Download or read book How to Choose a Tax Preparer written by Timothy L. Drobnick Sr and published by . This book was released on 2020-01-10 with total page 73 pages. Available in PDF, EPUB and Kindle. Book excerpt: Choosing a tax preparer is scary... ...we've all heard the horror stories. This is inside information I gained as a tax preparer from hundreds of clients. Clients have expressed their horrors and concerns over the years which has given me the solutions you need. I provide an easy system to choose a competent tax preparer. I give you the skinny on hiring CPA, accountants, attorneys, Enrolled Agents, AFSP participants, and even that guy at the end of the bar that will prepare your tax return for a free beer. Guess who's best? I bet it's not who you think. Become a tax champion and take back your life! Get it now. Written by Timothy L. Drobnick Sr. owner of Easy Tax Pro LLC 963 East Johnstown Road Gahanna, Ohio 43230 1(614)477-5215

Download or read book Tax Savvy for Small Business written by Frederick W. Daily and published by NOLO. This book was released on 2001 with total page 396 pages. Available in PDF, EPUB and Kindle. Book excerpt: Despite popular opinion, it is possible to run a profitable, honest business while minimizing taxes and staying out of legal trouble. Tax Savvy for Small Business helps readers do just that, detailing year-round tax-saving strategies for: -- claiming all legitimate deductions -- maximizing fringe benefits -- keeping accurate records -- documenting expenses -- surviving an audit The 5th edition provides the most current IRS rules, the latest tax codes and a new chapter of "Frequently Asked Questions."

Download or read book Guide to Start and Grow Your Successful Tax Business written by Terry McCabe Judge and published by . This book was released on 2017-07 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Book Description: Guide to Start and Grow Your Successful Tax BusinessThe mission of this book is to provide valuable information and guidance to help the reader start, operate and grow a successful income tax preparation business. While managing hundreds of tax offices throughout the past four decades, author Chuck McCabe, has mentored numerous people who aspired to become independent tax business owners and empowered them to achieve success in this rewarding profession. The book includes the following chapters1.Learning Tax Preparation & Obtaining Credentials2.Developing a Business Plan3.Risk Management4.Getting Started as a Tax Business Owner5.Establishing Your Tax Office6.Tax Office Operating Systems7.Buying a Tax Practice8.Marketing Planning9.Pricing Your Services10.Mass Media Advertising 11.Digital Marketing12.Your Website13.Social Media Marketing14.Neighborhood Marketing15.Client Retention Strategies16.Recruiting & Training Tax Preparers17.Employee Pre-work Training18.Motivating & Retaining Employees19.Continuing Education (CE)20.Diversification for Year-round Revenue21.IRS Circular 230, Due Diligence22.Peer Support & Tax Professional Associations23.Helping Your Client Deal with the IRSAccounting Today has recognized the author for multiple years in their ¿Top 100 Most Influential People in Accounting.¿ Their foundation for this recognition is: ¿As a veteran in the tax preparation industry, McCabe had the vision to offer support to other tax business owners who opt to remain independent by providing them with tax education and business skills so they can be successful on their own.¿ In addition, to facilitate peer support, in 2009, Chuck founded the LinkedIn group, Tax Business Owners of America, that now has nearly 9,000 membersChuck McCabe and his team at The Income Tax School (ITS) are committed to serve and support independent tax business owners. The ITS website www.TheIncomeTaxSchool.com, provides valuable resources, many at no charge, to support tax business entrepreneurs. This book will enable small business entrepreneurs to adopt proven best practices comparable to those used by the national tax firms. - Their goal is to ensure the success of independent tax business owners.

Download or read book Wiley Tax Preparer written by The Tax Institute at H&R Block and published by John Wiley & Sons. This book was released on 2013-03-25 with total page 582 pages. Available in PDF, EPUB and Kindle. Book excerpt: Whether you’re already a tax preparer or you’re looking to become one, you need a firm grasp of the tax concepts on which individual taxation is based. We created the Wiley Tax Preparer as a refresher for the experienced tax preparer, and as a readable guide for the less-experienced tax preparer. This timely guide is an essential tax resource providing you with useful information on tax principles and filing requirements that a preparer must know to complete a 1040 series return and associated schedules. You’ll refer to it time and again, for information about: Practices and Procedures Penalties to be assessed by the IRS against a preparer for disregard of the rules and regulations Furnishing a copy of a return to a taxpayer Safeguarding taxpayer information Treatment of Income and Assets Taxability of wages, salaries, tips, and other earnings Reporting requirements of Social Security benefits Determination of basis of assets Deductions and Credits Medical and dental expenses Types of interest and tax payments Child and dependent care credit Other Taxes Alternative Minimum Tax Self-Employment Tax Preliminary Work and Collection of Taxpayer Data Collecting a taxpayer’s filing information and determining their status Determine filing requirements, including extensions and amended returns Personal exemptions and dependents Completion of the Filing Process Check return for completeness and accuracy Tax withholding, payment and refund options, and estimated tax payments Explaining and reviewing the tax return Ethics and Circular 230 Preparer’s due diligence for accuracy of representations made to clients and the IRS Sanctions that may be imposed under Circular 230 Rules governing authority to practice before the IRS If you’re looking for a practical guide to the principles behind Form 1040, look no further. The Wiley Tax Preparer is the most accessible guide to understanding how complex tax laws affect individual taxpayers.

Download or read book U S Tax Treaties written by United States. Internal Revenue Service and published by . This book was released on 1990 with total page 28 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Getting Started in Tax Consulting written by Gary W. Carter and published by John Wiley & Sons. This book was released on 2004-03-29 with total page 305 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Complete, Authoritative Guide to Getting Started in Tax Consulting Tax consulting and return preparation is a fast-paced, dynamic industry-one that promises high earning potential. In this book, tax advisor Gary Carter shows you just what it takes to become an in-demand tax consultant. You'll discover how to break into the tax business, even with relatively limited education and training, and build a path to your new career with Carter's five-step formula for success. Brimming with expert advice from tax professionals and featuring up-to-the-minute coverage of everything from qualifications and employment opportunities to Internet resources, Getting Started in Tax Consulting shows you how to: * Assess your personality fit for the tax profession * Formulate your business plan for starting a tax practice * Find a niche for your tax services * Choose between a sole proprietorship, a partnership, a C corporation, an S corporation, and a limited liability company * Set your fees and market your services * Perform research-an essential skill of the tax professional * Make the IRS your partner and advisor-not your adversary * Start a Web-based tax service

Download or read book IRS Tax Preparer Course and RTRP Exam Study Guide 2012 written by Rain Hughes and published by . This book was released on 2012-03-01 with total page 290 pages. Available in PDF, EPUB and Kindle. Book excerpt: How do you become a Registered Tax Return Preparer (RTRP)? You do not need an advanced degree, or even a college education; however, it does require some work. First, you must prepare for the IRS competency exam. The IRS has two separate tests that you can take depending on the type of returns you will file. This course covers both tests and provides FREE access to an online test bank for you to practice. Practice exams are also available online. We designed this course with you in mind, utilizing the experience of Enrolled Agents, CPA's and former IRS employees. In addition to providing you with a solid foundation in tax knowledge, this course has the essential material you must know to pass the test. New regulations require all paid tax return preparers-other than certain exempt individuals-to register for a PTIN, pass a competency exam, and complete 15 hours of annual continuing education. These registered tax return preparers will need to follow the rules in Circular 230 but are not enrolled to practice before the IRS.

Download or read book Tax Preparer Business Guide written by ARX Reads and published by ARX Brand International LLC. This book was released on with total page 21 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Tax Preparation industry is an $11 billion dollar industry. Each year, over 140 million people file tax returns, and almost 80 million use a tax professional. The industry is recession-proof and pandemic-proof. No matter what, people have to file taxes. All of these factors make it a very lucrative industry. If you're looking to make extra income or if you're looking to start a new career, this opportunity is for you. You don't need to have any tax experience to get started. We'll teach you how to prepare and e-file tax returns and how to market yourself as a virtual tax preparer so that you can earn extra income in 4 months - all online!

Download or read book Tax Free Wealth written by Tom Wheelwright and published by RDA Press, LLC. This book was released on 2013-02-28 with total page 191 pages. Available in PDF, EPUB and Kindle. Book excerpt: Tax-Free Wealth is about tax planning concepts. It’s about how to use your country’s tax laws to your benefit. In this book, Tom Wheelwright will tell you how the tax laws work. And how they are designed to reduce your taxes, not to increase your taxes. Once you understand this basic principle, you no longer need to be afraid of the tax laws. They are there to help you and your business—not to hinder you. Once you understand the basic principles of tax reduction, you can begin, immediately, reducing your taxes. Eventually, you may even be able to legally eliminate your income taxes and drastically reduce your other taxes. Once you do that, you can live a life of Tax-Free Wealth.

Download or read book How To Become A Professional Tax Preparer written by Julee Barnacle and published by . This book was released on 2021-08-07 with total page 42 pages. Available in PDF, EPUB and Kindle. Book excerpt: A professional tax preparer must complete individual and corporate tax returns in a timely and accurate manner. So without a sufficient understanding of tax laws and creative strategies to save customers money on their annual tax returns, it's easy to lose the competitive edge. Draw on the author's experience, this book will help you become a professional tax preparer. It can also provide help to tax preparers who would like to expand their practice.

Download or read book Estate and Trust Administration For Dummies written by Margaret Atkins Munro and published by John Wiley & Sons. This book was released on 2013-05-07 with total page 439 pages. Available in PDF, EPUB and Kindle. Book excerpt: Your plain-English guide to administering an estate and/or trust As more and more of the population reach senior ages—including baby boomers, many of whom do not have wills—an increasing number of people are being thrust into the role of executor, administrator, personal representative of an estate, or trustee of a trust after the death of a loved one. This updated edition of Estate & Trust Administration For Dummiesguides you through the confusing process of administering an estate and/or trust. Settling an estate and administering a trust can be complicated, messy, and time-consuming for individuals named as executor or trustee, most of whom have no previous experience with such matters. Estate & Trust Administration For Dummies shows you how to make sound decisions for your unique circumstances. Guides you through the confusing process of administering an estate and/or trust Provides expert advice on unfamiliar estate and trust tax law Gives you a practical checklist to follow for all of your estate and trust administration questions and concerns Whether you're looking for guidance on how to navigate the probate process and estate taxes, settle debts and bequests, fund a trust, comply with tax regulations, or anything in between, this hands-on, friendly guide takes away the mystery and provides detailed answers to all of your estate and trust administration questions.

Download or read book Fundamentals of Tax Preparation written by United States. Internal Revenue Service and published by . This book was released on 1979 with total page 242 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Client Variables Associated with Four Key Determinants of Demand for Tax Preparer Services written by Gary Fleischman and published by . This book was released on 2015 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: There is a rich literature associated with the dichotomous decision to hire/not-hire tax preparation services. There is also some research assigning motivation to the decision to hire tax preparation services. However, no research has examined the underlying demographics and key perceptions of clients that do hire tax preparation professionals to determine which are associated with specific motivations to hire. We focus on the four most common motivations to hire a preparer found in extant literature (i.e., saving money, saving time, legal compliance, and protection from the IRS). Using survey data, we perform exploratory analysis using MANCOVA to discover what client demographics and perceptions underlie each motivation.Our most noteworthy finding is that client perceptions of tax advocacy are positively associated with all four focal motivations to hire. Our results also suggest that female clients, more than male clients, choose tax preparers with a desire to save time and to be legally compliant. In addition, taxpayers with children tend to be more concerned with legal compliance. We also find that taxpayers with relatively complex returns are less likely to hire a preparer to provide a legally compliant return and to gain protection from the IRS.

Download or read book How to Review Tax Returns written by Edward Mendlowitz Cpa and published by . This book was released on 2013-11 with total page 154 pages. Available in PDF, EPUB and Kindle. Book excerpt: Reviewing tax returns is a key part of tax preparation. It also is an area vulnerable to major bottlenecks and backlogs. Part of the problem is that there is no information or training specifically for reviewers... until now. Inevitably, firms have more preparers than reviewers. The latter are highly skilled professionals who are more difficult to train or find. Therefore, you must consider ways to reduce review time, even at the expense of adding preparer time. This book discusses methods to reduce review time, establishes who should do the review, distinguishes between content and issues reviews, identifies specific items for the reviewers to check, and offers administrative procedures to facilitate the review process. Reviewers are not born complete and ready to go, they are developed. The problem with many firms is that they take a reasonably good tax return preparer, with above average tax knowledge and they make them a reviewer, either on purpose or by default. In many firms a partner doubles as a reviewer. In some cases this partner does not even have reasonable tax knowledge, but they do the job because it needs to get done. This is not acceptable and does not assure a good product. There is a need and hunger for information on how to more effectively review returns, and this book is the response. Read the book, reread sections, use it as a reference source. Make your review process more effective. - from the Introduction

Download or read book How to Prepare for a Meeting with Your Tax Professional written by Thomas W. Moffitt and published by Scott Foresman. This book was released on 1989-01-01 with total page 181 pages. Available in PDF, EPUB and Kindle. Book excerpt: An experienced tax accountant gives advice on which documents are needed for a professional tax preparer to complete your tax return

Download or read book Tax Preparers written by Michael Brostek and published by DIANE Publishing. This book was released on 2009-03 with total page 41 pages. Available in PDF, EPUB and Kindle. Book excerpt: Millions of taxpayers use paid tax return preparers and many of these paid preparers are not subject to any qualification requirements. Paid preparers in Calif. and Oregon are exceptions in that these states have set paid preparer qualification standards. Additionally, two bills before Congress would require national paid preparer regulations. This report studied: (1) how IRS, Calif., Oregon, and other states regulate paid preparers; (2) how the accuracy of federal tax returns from Calif. and Oregon compare to other returns; and (3) state-level costs and benefits of the Calif. and Oregon programs and insights they provide for a possible national program. Includes recommendations. Charts and tables.

Download or read book Be Wary in Selecting a Tax Preparer written by and published by . This book was released on 2015 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: