a brief overview of the 5 filing statuses and how to determine which one your client qualifies come tax season. Failure to choose the correc

The Enrolled Agent designation has been around since the Civil War. This designation, awarded by the IRS, authorizes a tax professional...

The IRS phone number for tax professionals is 1-866-860-4259. Their business hours are 7 a.m. local time to 7 p.m. local time.

I work with many credentialed and non-credentialed tax professionals who want to help taxpayers with t heir tax debt. No matter the...

Do you ever wonder what you should post on social media as an Enrolled Agent? Should it all be professional? Maybe you should talk about...

Even if you have the transcripts without getting on the phone I recommend doing a compliance check. The revenue agent can see notes on the a

When I am working with a new client I take them through the 3 phases of tax representation. I share what those 3 phases are with my...

When I first had aspirations to become an Enrolled Agent I did not know anyone else who was an Enrolled Agent. I did not know what...

As a tax professional, it is difficult to focus on anything other than taxes during tax season. This makes the first 3.5 months of the...

An occupational phenomenon that results from chronic workplace stress. That's what the World Health Organization, also known as WHO,...

Let me start by saying that I am not a fan of tax lien marketing. I know that's controversial in the world of tax representation but it's...

How do you get more views on your YouTube videos? How do you get more subscribers to your YouTube channel? How do you monetize your...

"New year, new me." "I'm going to crush my goals this year!" Have you found yourself saying those things? At the start of a new year and...

As I reflect on this past year I notice a trend. I found the most success when I wasn't focused on revenue. But instead when I focused on...

Tax Representation leads are just different. They don't proudly brag about their problems, making them difficult to find if you don't...

Once I pass the Special Enrollment Exam and receive my EA license I will have clients coming from everywhere. That's the fairytale that...

This post explains the dangers of not properly using the CSED and the trouble it can cause for your client. It also explains how to avoid it

"Are there any updates? "This isn't what you promised." "I gave you my paperwork yesterday, when will it be ready?" Timalyn in an office...

When you start a business or launch a new service offering you are eager to help everyone that you possibly can. We take on work that we...

How much should I charge? This is a common question I get from tax professionals, new and seasoned. I also see it in various tax groups...