Knowledge Base

Keep Your Office Open All Year!

Learn how to expand your offering beyond the tax industry and engage your clients with more services all year, rather than just during tax season.

IRS FORMS & PUBLICATIONS

The following are links to the most common tax forms needed to prepare your client’s income tax returns. You can also access and search for these forms directly at www.irs.gov.…

BECOMING AN ERO

Fill out IRS Form 8633 and return it to the IRS. To download IRS Form 8633 you will need Adobe Acrobat Reader. IRS Form 8633 can be found at the…

IRS REQUIREMENTS FOR TAX PROS

The Internal Revenue Service requires all tax professionals who want to electronically file tax returns to register as an Electronic Return Originator (ERO). Upon acceptance as an ERO, the IRS…

IMPORTANT TAX DATES

Important Tax Dates Knowing when, and what you have to file can save you a lot of headaches at tax time. To keep abreast of important tax dates follow the…

TAX PREPARATION SUPPORT

Our staff has many years of experience using our software and preparing tax returns. They are able to answer any questions you may have when the pressure is on during tax season…