A Policies & Procedures Manual for your Tax Office
As tax businesses grow, one of the things they realize they need is a Policies & Procedures Manual. At Peoples Tax , we have a comprehensive P&P Manual that has evolved over the 22+ years since...
View ArticleLesson 3: Return to Formal Education
Here’s my 3rd video in the Lessons Learned series in which I talk about the key lessons I’ve learned throughout the course of my professional career. In this video, I talk about the circumstances that...
View ArticleLesson 4 – Career Transition to Entrepreneurship
In this video lesson, I talk about my transition into entrepreneurship and the lessons learned along the way. If you’re enjoying my videos, please subscribe to TaxSchool on YouTube and feel free to...
View ArticleRALs Not Going Away
I am at the NYC IRS Tax Forum and have talked with my contacts at several RAL banks. The SBBT successor has funding and a bank partner and will be providing RALs, as will a few other RAL banks. The...
View ArticleWhat’s in Store for the 2015 Tax Season?
The busy season is right around the corner. Wondering what’s in store for you as a tax preparer? Below is the Tax Season Preview we presented to preparers through Accounting Today. 2015 Tax Season...
View ArticleIRS Filing Relief for Schedules K-2 and K-3
Last year, the IRS announced new Schedules K-2 and K-3 for the 2021 tax year. These schedules were introduced to standardize the reporting of international tax items that were previously reported on...
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