We’ve been over this: the data security issues plaguing the tax industry, the need to automate your practice to make more, make your practice more saleable and work less. We also know how IRS enforcement is driving non-filers and folks with back balances into tax professional’s offices. Well join us as we review the best moves to make in the next 8 weeks to set your 2024 tax return season and 2025 up to be the best, most profitable years ever. Learn how to automate all the data security stuff and your tax organizer, automate the preparation of your returns, and check all the data security boxes without becoming a technology geek. We will also review how to set yourself up to handle Rep Cases like a pro when they show up and charge appropriately.
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