How to Determine the Correct Taxpayer Filing Status
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
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Timalyn S. Bowens
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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Timalyn S. Bowens
Nov 57 min read
Setting Your Rates: A Guide to Pricing Your Enrolled Agent Firm's Services
Believe it or not but when you become a business owner you are in the business of sales. Many people like to make money but they do not...
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Timalyn S. Bowens
Oct 2910 min read
10 Key Steps to Establishing a Successful Enrolled Agent Firm
The Enrolled Agent designation has been around since the Civil War. This designation, awarded by the IRS, authorizes a tax professional...
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Timalyn S. Bowens
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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Timalyn S. Bowens
Oct 15 min read
Do I Need Tax Resolution Software?
Each week I am asked what tax resolution software I use and if it is necessary. Tax resolution software helps make your tax...
5 comments
Timalyn S. Bowens
Sep 245 min read
What Are the Alternatives for Getting Paid When Clients Can't Pay the IRS?
I work with many credentialed and non-credentialed tax professionals who want to help taxpayers with t heir tax debt. No matter the...
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Timalyn S. Bowens
Aug 193 min read
Enrolled Agent Continuing Education Requirements 2024
The IRS holds Enrolled Agents to a higher standard ethically, with Circular 230. But the IRS also holds Enrolled Agents to a higher standard
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Timalyn S. Bowens
Aug 35 min read
2 Types of Insurance Every Virtual Enrolled Agent Firm Needs
Seminars for small businesses tell aspiring entrepreneurs there are 3 people they should hire when they start. Those 3 people are an...
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Timalyn S. Bowens
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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Timalyn S. Bowens
Aug 16 min read
Who is Who in the Tax Professional World?
A few weekends ago I spent time in Kansas City, at a conference for school counselors. During my time there I was able to educate them on...
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Timalyn S. Bowens
Jul 75 min read
5 Engaging Social Media Posts You Should Make as an Enrolled Agent
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...
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Timalyn S. Bowens
May 156 min read
How to Conduct a Transcript Investigation
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
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Timalyn S. Bowens
May 137 min read
How to Determine What Your Tax Representation Prospect Qualifies For
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...
2 comments
Timalyn S. Bowens
May 15 min read
Becoming an Enrolled Agent: Inspiration and Study Tips with Christy Pinheiro EA, ABA
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...
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Timalyn S. Bowens
Apr 256 min read
What Questions Should You Be Asking in Your Tax Representation Consultations?
This article will help you determine what you need to ask on your tax representation consultations. Gain the confidence you need.
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Timalyn S. Bowens
Mar 216 min read
Enrolled Agents: How Much Time Should You Spend on Marketing?
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...
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Timalyn S. Bowens
Mar 129 min read
5 Keys to Avoiding Burnout as an Enrolled Agent
An occupational phenomenon that results from chronic workplace stress. That's what the World Health Organization, also known as WHO,...
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Timalyn S. Bowens
Feb 216 min read
Federal Tax Lien Marketing
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...
4 comments
Timalyn S. Bowens
Feb 208 min read
YouTube Tips for Enrolled Agents: How I Monetized My YouTube Channel in less than 12 Months Pt. 1
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...
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