EITC – Brush up

EITC – Brush up

 Due Diligence Compliance is no joke! We have all heard the saying, “the best offense is a good defense”. Your best defense in a due diligence audit is knowing the rules and having the documentation/notes to back it up! Below is a summary of Preparer Due...
10 Business Thoughts Never to Forget!

10 Business Thoughts Never to Forget!

10 things we wish we would never forget.     10 Things that if focused on will make you very wealthy. We know there are many, many more but we wanted to give you our top 10. Make it easy for customer to do business with you! Communicate your hours of...
How to Build your Brand FREE

How to Build your Brand FREE

BUILD YOUR BRAND – For Free In this article we want to inspire you to think of ways to build your brand through Unpaid Opportunities. Recent Opportunity Many of you are quite familiar with the name Santa Barbara Tax Products Group (SBTPG). For those of you...
PTIN Renewal Open Now!

PTIN Renewal Open Now!

On October 23, 2019 the IRS put out a News Release encouraging Tax Preparers to renew their PTINs early through the online renewal process. The renewal process is supposed to take no more than 15 minutes. So, just get it done! Click HERE to read the entire article....
Funding Stats – RW Community Snapshot

Funding Stats – RW Community Snapshot

Lately, one of the frequently asked questions we are hearing is, “what’s the deal with IRS funding”. From what we are being told, certain offices are experiencing inconsistent or slow funding. Every year, when all the dust settles, the bank product...