Tax Professional

Dec 187 min read

Engaging Social Media Marketing Prompts to Boost Your Online Presence as an Enrolled Agent

Taxes aren't "sexy". Social media marketing for Enrolled Agents is hard. That is why it is easy to get analysis paralysis

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Dec 1311 min read

Tax Season Marketing: 12 Days of Taxmas Part 1

You can't just come out of the blue with your tax season marketing especially if you have ghosted the platform, and not posted for 3+ months

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Nov 1912 min read

Form 8821: A Step-by-Step Guide

This page includes an affiliate link and promo code for software that I use in my firm. If you choose to use the promo code they will...

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Oct 57 min read

11 Must Have IRS Phone Numbers for Tax Professionals

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.

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Aug 23 min read

How to Get a PTIN

The first step to becoming a paid tax professional is to get a preparer tax identification number (PTIN). It doesn't matter if you want...

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