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Choosing The Right Tax Software: The Top 10 Questions Everyone Should Know

Jesse Arroyave on Sep 26, 2017

Having worked in the tax and accounting field, I have had the pleasure of working with many tax professionals. One topic that often arises, in particular at trade shows, is tax software. You have your loyal Drake followers, your Lacerte advocates and everything in-between. Value is one term you hear a lot when you are in the Drake circle. For Lacerte, it’s a workhorse that is complete and very efficient in regards to entry style. The fact is that renewal rates in the industry are very strong and usually run in the 95% range across the board. On occasion, you will have a tax software company make a mistake or two that cost them a few points off their renewal rate but in general the rates stay very stable. The point I want to discuss today is for new preparers or preparers that have finally realized that consumer DIY software is not the right fit to run a growing business.

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3 Easy Ways for Tax Professionals to Stay Informed with Tax Updates

Jesse Arroyave on Aug 07, 2017

The most successful professionals are those who keep up with the changing trends of their industry. For tax professionals, however, this can be a difficult feat to manage. In the ever-changing environment of tax work, here are a few tips to keep you informed of any tax updates.

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Facts Only by Refundo Episode 21

Jesse Arroyave on Feb 10, 2016

Our latest episode keeps it short and sweet. We urge tax professionals to make sure all their information is updated.

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Facts Only by Refundo Episode 16

Jesse Arroyave on Feb 03, 2016

Check out our latest post to find out some very important updates for tax professionals using Refundo!

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Important Announcement: NOWs for 2016

Roger Chinchilla on Dec 29, 2015

Six years ago, the day before Christmas, I remember receiving an email announcement from Santa Barbara Bank & Trust telling us they would not have RALs. This jump started a series of events that led me to founding Refundo. I felt led on, betrayed, and even foolish for feeling like I had no option but to be at the mercy of someone else to help my clients, my people.

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The Real Price of Tax Fraud

Daphne Veras on Mar 27, 2015

Whether this is your first tax season, or your 21st, I’m sure you’ve encountered attempts at fraud in one form or another.

It’s hard to maintain your competitive edge in this industry, and sometimes it may seem like cutting a few corners can help you get a leg up; it’s a victimless crime anyway, right?


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AICPA Files Lawsuit to Stop IRS’s New AFS Program for Tax Preparers

Daphne Veras on Jul 31, 2014

So here’s the latest we’ve gathered about the progress of this Annual Filing Season program started by IRS in a renewed effort to regulate tax preparers, or to allow tax preparers to “voluntarily” regulate themselves by participating.

As we mentioned on our last webinar, IRS has been careful to call the AFS program “temporary” and “voluntary” but they hope to be able to institute a more formal program soon enough.

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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.

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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.

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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.

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