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10 Questions Tax Pros Need To Ask Before Choosing A Software

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 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 Tips For Tax Pros 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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Tax Tips | Crucial Questions To Ask At IRS Trade Shows

Jesse Arroyave on Jul 28, 2017

Before you use your terminator focus to find some good freebies, ask yourself why you’re attending the IRS trade shows. Unfortunately, not enough people ask themselves that, and fail to have a clear understanding of their goals for the event.

Even though freebies are nice, it won't help you grow your tax office.

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Top Reasons For 2017 Bank App Rejects

Daphne Veras on Feb 23, 2017

If you are wondering why you don’t see your customer’s application on the Refundo Dashboard and you have received IRS acknowledgement, it may be due to a rejected bank app. This just means that you may have missed important taxpayer information.

We’ve put together a list of the most common rejects we are seeing this season to help you avoid them. When completing returns, pay close attention to the following and make sure they are completed properly.

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Tax Office Tips To Have A Stress-Free Tax Season

Daphne Veras on Jan 31, 2017

Piles of paperwork, jam-packed waiting rooms, phones ringing incessantly. Ahh, good old tax season.

I know you had a checklist and did everything possible to get prepared ahead of time, but now that it’s in full swing, is there anything we can do to make sure it’s stress-free?

All right, so stress-free is bit of a stretch. But between the substantial amounts of caffeine, large workloads, and long hours, there are a few things you can do for a less stressful and perhaps even fun season.

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Top 10 Reasons Why Tax Pros 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.  

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5 Tax Office Tips That Help People With Disabilities

Jason Knewtson on Apr 10, 2015

The IRS understands the need to make sure individuals with disabilities receive simple and easy access to tax help and education. There are many resources available to support taxpayers with disabilities, as they work toward fulfilling their tax obligations. As a tax professional, it’s important that you have some information regarding the topic to help clients and their family members.

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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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How To Manage Your Tax Office Employees Without Losing Them

Jesse Arroyave on Mar 25, 2015

Have you ever been in a situation where you probably felt under-appreciated or overworked? A couple of things are a direct result. First, you start to hate your job. As a result of hating your job, you become less productive. By becoming less productive, you distract others and convince them to feel the same way. By distracting others, more people are less productive. When your team becomes less productive, they start to question their abilities as professionals and do not live up to their potential. Pretty crazy how this can happen huh?

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7 Tax Tips To Build Loyalty With Your Clients

Jesse Arroyave on Mar 19, 2015

For most, tax season is ending. But you’re not most people, or are you?

What do I mean by that?

Tax season has been exhausting, perhaps even more stressful than the previous one. At this point, referrals are slowing down,  and most people have completed their taxes. Opportunities to bring in more business naturally dwindle around this time.  

But, what If you worked on the little things to help improve your business for next year?

Let me explain.

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