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Understanding Millennials – Part 3 – Marketing Strategy and Tactics

Understanding Millennials – Part 3 – Marketing Strategy and Tactics

by RightWay | May 9, 2019 | Marketing, Training

In Part 1 of our understanding Millennials, we shared some generational demographic info and how important it is to win their business. Part 2 was a discussion about what Millennials want and things to consider to better appeal to them. Part 3 we are going to look at...
Understanding Millennials – Part 2 – What do they want?

Understanding Millennials – Part 2 – What do they want?

by RightWay | May 9, 2019 | Business, Marketing, Training

In Part 1 of our understanding Millennial’s, we discussed some high level demographic info and how important it is to win their business. In Part 2, we will discuss what Millennial’s want and how to speak to them! This is sort of lengthy but is jam packed...
IRS Perfection Period – The Clock is Ticking

IRS Perfection Period – The Clock is Ticking

by RightWay | Apr 17, 2019 | IRS, Tax Law, Training, Uncategorized

The Revenue Code provides taxpayers who timely filed their return or extension a five day grace period to “Perfect” (resubmit) their return/extension if it was rejected! So, the clock is ticking and we can assure you, there is no grace to be had after this...
Pro-Online : Amended Return Guide 1040-X

Pro-Online : Amended Return Guide 1040-X

by RightWay | Apr 8, 2019 | Pro Online, Software, Tax Software, Training

Tis the season to be amending… Falalala. Tax season, just like every other season, goes in phases. Well, the Amendment phase will soon be upon us. As such, we wanted to provide you a refresher on the process for our Pro-Online platform. We hope that this guide...
2019 Tax Season – What does the Data Say?

2019 Tax Season – What does the Data Say?

by RightWay | Apr 2, 2019 | IRS, Tax Law, Training, Uncategorized

The purpose of this article is to look at and compare multiple years worth of IRS e-file data for the early part of tax season and see what it has to say. Every tax season is unique unto itself but when we compare multiple years worth of data, trends begin to...
Pro-Online : Did all of my state returns get e-filed?

Pro-Online : Did all of my state returns get e-filed?

by RightWay | Mar 29, 2019 | Features, IRS, Pro Online, Software, Tax Software, Training

It’s 11 a.m. on July 10th and you are peacefully drinking your second cup of coffee when your office phone rings. It’s one of your clients! They quickly inform you they never received their state refund. Their federal refund came through just fine in...
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