<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=1633986543543221&amp;ev=PageView&amp;noscript=1">

Top 10 Reasons Why EROs Choose Refundo

Daphne Veras on Dec 28, 2016

In today’s ever-changing, technology-driven world, people are always looking for the next big thing out there.

Hottest smartphone, latest software update, newest gadgets... anything that will help us become more efficient, help us manage our time better, and make our lives easier.  

Read More

ERO Alert: Top Tax Season Scams to Avoid

Daphne Veras on Sep 17, 2014

Each year, after tax season ends, IRS publishes a list called “The Dirty Dozen” which lays out information on tax scams seen most frequently during the season, so that EROs and taxpayers know what to look out for in order to protect themselves against fraud. Today, we'll cover some of the most critical ones and provide you a few tips on how you can help your clients avoid falling prey to the scams reported most frequently last tax season. 

The scams covered in this post are: 

  1. Tax Fraud via Identity Theft
  2. Scams perpetrated over the phone
  3. Fake e-mails and websites
  4. Return Preparer Fraud

You can also check out the Dirty Dozen list published by IRS in its entirety here

Read More

Introducing the 2014 Webinar Series for Tax Professionals

Daphne Veras on Apr 01, 2014

Tax Season is almost over. Take a moment. Catch your breath. But don’t get too comfortable.

Soon it will be time to make preparations for an even busier, more successful tax season to come. And if you want to be ahead of the game, it’s best to start early.

Read More

IRS Loses Appeal: Loving V IRS Case Update

Daphne Veras on Feb 11, 2014

In response to the September 2013 IRS appeal, the U.S. Court of Appeals ruled today that the agency has no authority to require tax return preparers to pass competency exams, pay annual fees and complete at least 15 hours of continuing education courses each year.

Read More

Announcing Card Payments for Tax Preparers

Daphne Veras on Feb 07, 2014

For anyone who's ever started a business will tell you, setting up a merchant account to accept credit card payments is a big pain. All the back and forth with the bank and the list of fees for this and that and the time... my goodness, the time that is wasted that could've been used to focus on sales and marketing. Well, we decided to change all that...

Read More

Have You Heard About Tax Identity Theft?

Daphne Veras on Jan 15, 2014

Ready for tax season? If you haven’t heard about tax identity theft, you may not be.

Tax identity theft happens when someone files a phony tax return using your personal information – like your Social Security Number- to get a tax refund from the IRS. It also can happen when someone uses your SSN to get a job or claims your child as a dependent on a tax return.

Read More

Getting Ready for Tax Season.
Where Do I Start?

Emilio Jimenez on Nov 22, 2013

Tax Season will be here before you know it. We are all starting to prepare our offices by cleaning up and maybe rearranging the office furniture. But there is a lot more to keep in mind when it comes to preparing for tax season.

Read More

Great Customer Service.
It's Not What You Think It Is...

Steve Brummet on Nov 06, 2013

In the movie The Princess Bride the mastermind bad guy Vizzini several times deals with certain situations that do not go the way he anticipated and each time he exclaims “inconceivable!”

Until finally the sword master Inigo Montoya says, “ You keep using that word. I do not think it means what you think it means.”

If you Google “customer service” today you will get hundreds of thousands of results of articles on how to create the best customer experience, examples of awful customer experiences, lists of 3.5 things you need to know to serve your client better and on and on and on.

Read More

IRS Appeal: Loving v IRS Case Update

Daphne Veras on Sep 26, 2013

Read More

Refundo Yacht Party Recap

Daphne Veras on Aug 30, 2013

Thanks to everyone that stopped by on Tuesday for our Yacht Party and joined us to celebrate the kick-off of the 2014 tax season.

Read More
     

Subscribe to email updates

Mobile app for your tax office

Most Popular