One of the questions I am asked most often by new tax professionals is, "What's next?". Whether you are new to the tax industry or seasoned, having a written-out workflow is pertinent to your success. It allows you to be more efficient. But your workflow doesn't begin after the client has retained you. It begins as soon as your marketing funnel leads them to book a call with your tax preparation business. You do not have to work with everyone who reaches out about working wit

How to Create a Client Avatar for Your Enrolled Agent Firm I have helped my fellow tax professionals grow their business for almost 6 years now. Since I started my own platform, America's Favorite EA, I began to notice a common theme. This was for both tax professionals and other business owners. They had trouble making sales or working with their ideal client. The reason for this is that they were unclear about who it was they wanted to help and how they would help them. Fea

Ping Assistant logo courtesy of Ping It's not too often that I find a self-proclaimed AI tool for accountants that I am fond of. It's nothing personal against the software companies or the technology. Artificial intelligence has been around for a while in the tax world, Gruntworx anybody? But since ChatGPT, whom I infectiously refer to as Chat Daddy, has hit the scene, it has put a bad taste in my mouth. AI has become a crutch for people who use it as a final answer rather th

Part I of Form 2848 O ne thing that I have learned in life and in my journey as an Enrolled Agent is that you don't know what you don't know. Learning the ropes of representing taxpayers can take time. Even when it comes to filling out Form 2848, Power of Attorney and Declaration , which is the very first step in representing a taxpayer. After the engagement letter gets signed, and you're paid, of course. Sometimes we mess up that very first step. Yes, even me. When I was sta

One of the questions I am asked most often by new tax professionals is, "What's next?". Whether you are new to the tax industry or seasoned, having a written-out workflow is pertinent to your success. It allows you to be more efficient. But your workflow doesn't begin after the client has retained you. It begins as soon as your marketing funnel leads them to book a call with your tax preparation business. You do not have to work with everyone who reaches out about working wit

Form 2848, Power of Attorney and Declaration of Representative Form 2848, Power of Attorney and Declaration of Representative, is what...

Are you stuck with not fully understanding the authority you have to help taxpayers? Maybe you aren't sure how being an Enrolled Agent should translate to your service offerings. I am going to explain what tax representation is and some services that you can offer taxpayers who need your expertise.

We live in a digital world, whether people want to accept it or not. I do understand some people's hesitancy to accept it. For one, there...

"I want to do everything I can to avoid a tax lien! What exactly does a tax lien do? Tax professionals assisting a taxpayer with removing their IRS tax lien. That is what I hear often from taxpayers when they first come to me. You may hear the same things as well. That's why I am sharing with you what I've learned, to equip you to understand the options available to help the taxpayer when they have a tax lien. First, let's take a look at what an IRS Tax Lien is. Then we'll lo

Enrolled Agent Firms tend to market themselves as general tax professionals. Instead of capitalizing on the tax experts that they are. This is why it is easy to fall into the cash flow cycle of feast during tax season and famine the remainder of the year. Do you have this problem in your firm? We often read and hear, always be closing. But how can you close if you don't have any prospects for your EA firm? Some have adjusted the saying to, always be connecting . That is nice

Timalyn Bowens is teaching a class of students about income tax basics When working in the tax representation space, do you ever find yourself looking at the IRS acronyms but having no idea what they mean? I used to be the same way. How can you be an Enrolled Agent, one of America's tax experts, and not know these acronyms? But then, I started working in the industry and adopted the acronyms myself. At times, I even forget what it was like when I was starting out. That's why

Uncle Sam offering US taxpayers first time penalty abatement in 2025. The Internal Revenue Service (IRS) does offer relief from tax...

Focused and determined, an African American woman prepares diligently for the Enrolled Agent Exam in a quiet study environment. The...

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

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

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

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 track that. If you choose to use the affiliate code I may receive a small commission, at no extra cost to you. I only recommend software and tools that I have personally used. As a financial or tax professional there will be times that you need to access a taxpayer's information. It may be to verify their income, to see past tax returns, or to

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...

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.