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...

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...

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

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.

I work with many credentialed and non-credentialed tax professionals who want to help taxpayers with t heir tax debt. No matter the credentials there is one stumbling block we all run into, how we will get paid. If you're not familiar with tax representation it is when a tax professional stands in place of a taxpayer to deal with the IRS. In my firm that looks like the following: Audit representation Levy removal Lien removal Penalty Abatement Tax debt negotiation When I repr

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 more than taxes. What kind of taxes? All these questions go through your head and then you end up not posting at all. Every week I talk with fellow Enrolled Agents facing this same scenario. They feel frustrated because they aren't receiving the same vanity metrics such as likes and comments that they see other tax professionals receiving.

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

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 clients so they know what to expect. I teach tax professionals who I mentor to do the same. Those 3 phases are: 1 - Transcript Investigation 2 - Compliance 3 - Negotiation with the IRS After doing this for over half a decade it seems simple to me. I've come to realize that a lot of tax professionals don't follow this process. They attempt to go

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...

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 year quite a juggle if you're an Enrolled Agent doing representation and preparation work. Once you present yourself as a tax expert, tax preparation clients are not difficult to find. Tax preparation is a service that is in high demand because everyone needs to file taxes. It does not require much effort when it comes to marketing. During tax

An occupational phenomenon that results from chronic workplace stress. That's what the World Health Organization, also known as WHO, labeled burnout in 2019. If you have survived a tax busy season you know that can be a very stressful time. So does that mean that you have to be a victim of burnout just because you work in the tax industry? The answer is no, but ultimately the choice is yours. The majority, but not all, tax professionals that I know who have become Enrolled Ag

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 true. I don't believe in playing on people's fears to cause them to make an impulse purchase. I prefer to present myself as the expert and win their trust. A lot of tax professionals ignore the tax lien list. Others use it to threaten prospects that they will go to jail or have their bank account cleared out if they don't call them immedia

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 YouTube channel? These are all questions that I wanted the answers to. Especially for someone like me, a tax professional. Someone who doesn't talk about trendy tax topics but things that are more fundamental and educational. (If that type of information is your vibe, you can subscribe here: @AmericasFavEA.  It took a while but I finally figured

" New year, new me." "I'm going to crush my goals this year!" Have you found yourself saying those things? At the start of a new year and new season, it's easy to get caught up in the trends and cycles of doing something new. Bringing in change and improvement. As I reflected over the past year I noticed something about the goals that I crushed  and the ones where I fell short. The difference was my intentionality and focus. Was I intentional in forming habits to ensure I rea

As I reflect on this past year I notice a trend. I found the most success when I wasn't focused on revenue. But instead when I focused on impact. The impact is the effect on your sphere of influence from your presence. If I may be transparent, I did not reach all my revenue goals for this year. But all hope is not lost. Because the impact that I can measure is rippling into an impact that I cannot even imagine. That's why it is important to set clear goals on the impact that