Tax Briefs Monthly Alerts

Posted on July 25, 2011

ClientWhys Tax Briefs are an add-on to our newsletter system. The briefs will be released on the 15th of each month. The articles will identify and promote unique tax planning opportunities--stimulating [..]

New IRS Foreign Reporting Issues CPE Course

Posted on July 22, 2011

We have launched a new tax CPE course covering the Foreign Reporting Issues. This 1 hour course provides CPE credit for NASBA CPAs, Enrolled Agents and CTEC Tax Preparers. The course will help [..]

Lockbox Client Portal Maintenance Tips

Posted on July 13, 2011

Our Tax Accountant and Financial Planning customers use the lockbox either for secure filing sharing or as an online storage tool. For those that just want to share documents with clients for [..]

PTIN Renewals Will Be a Calendar Year

Posted on June 29, 2011

Originally it was envisioned that tax preparers would renew their PTIN registration one year after they originally registered. In other words if you registered your PTIN on October 1, 2010 you [..]

ClientWhysCPE - Victoria Fowler CPA

Posted on June 27, 2011

"The information was very timely & relevant for my CA returns. You did an excellent job with a very confusing and complicated subject (community property v the inability of the federal [..]

Tax Accountants Offer Free Tax-planning Strategies on Facebook

Posted on June 23, 2011

Facebook marketing has become so mainstream that even tax accountants are now harnessing the power of Facebook and other forms of social media. CPA firms and tax accountants that utilize the [..]

Tax Preparers Can't Use the Term RTRP until Passing The Exam

Posted on June 20, 2011

In Notice 2011-45, the IRS warns tax preparers that representing themselves as Registered Tax Return Preparers (RTRP) before passing the competency examination is misrepresentation and is subject [..]

Why building backlinks should be your #1 marketing project this summer.

Posted on June 14, 2011

Inbound links or backlinks measure the popularity of a website. They are crucial to search engine rankings. The backlink must contain link text that includes the keyword for which you are seeking [..]

The Big Book of Taxes has Gone Digital.

Posted on June 10, 2011

The industry’s most comprehensive 1040 tax update and review CPE course advances even further. We have just released the Big Book of Taxes in a digital edition that can be accessed online [..]

ClientWhys Tax Course of the Month for June - California Registered Domestic Partners

Posted on June 9, 2011

Our featured course for June is California Registered Domestic Partners. RDP issues continue to plague practitioners because of conflicting aspects created by the IRS Chief Counsel Advice conclusion [..]

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