Things have changed drastically since my first busy season in 2011 at a CPA firm. I worked at a firm that had gone international, and they had a lot more resources than I had when I first started my firm. In my first busy season, my tech stack wasn't too complex. Technology has changed a lot within the past decade, and so have the tools that I now utilize. It has made the barriers to entry to starting a streamlined Enrolled Agent firm lower. That's why I want to share what I

The Enrolled Agent designation has been around since the Civil War. This designation, awarded by the IRS, authorizes a tax professional...

CPA, EA, AFSP, USTCP... there are so many different professional credentials that exist right now that if you’re searching the internet for tax help it can be very easy to get confused and even flustered if you don’t know what they all mean. Sometimes, professionals, myself included, get so caught up in tax jargon that we forget to break things down so the average taxpayer can understand. Charge our heads not our hearts!