The Taxx Savage Pride Blog

Sales Tips for Tax Preparers

As a tax preparer, you’ve got more than just numbers to crunch—you’ve got a business to grow. Whether you’re connecting with new clients or nurturing relationships with existing ones, your sales approach can make or break your success. Selling tax preparation services isn’t about hard pitches; it’s about showing value, building trust, and creating long-term ... Read more

Optimizing Your Tax Prep Book of Business: Finding Services You Can Provide to Create Client Value

Steps to Identify Unpaid Services and Administer New Advisory Fees Step 2: Assess Client Awareness  Questions to ask: “Are you aware of the tax strategies we implemented to save you money?” “Do you know how much you saved due to my tax advice?” Step 4: Develop Advisory Service Packages Step 5: Communicate Value to Clients ... Read more
service bureau tax software

What Your Service Bureau Tax Software Needs to Make Your Business a Success

If you’re running a tax service bureau or thinking about starting one, you already know it’s not just about filing returns. Success in this space requires a strategic approach, efficient tools, and the right partnerships. That’s where service bureau tax software comes in. But not all software is created equal. The difference between generic tax ... Read more
tax software for tax preparers

Tax Software for Tax Preparers: We’ve Done the Comparison for You

As a remote tax preparer, choosing the right tax software for tax preparers is one of the most important decisions you’ll make this tax season. With so many options out there, it’s easy to feel overwhelmed. Whether you’re just starting out or have been in the business for years, the software you choose can make ... Read more
tax season software

Tax Season Software Is Here: What You Should Know

Tax season is a time of both opportunity and challenge for tax preparers, especially those working remotely. With deadlines looming and clients counting on you to deliver accurate, fast, and stress-free service, having the right tools at your fingertips can make all the difference. That’s where tax season software comes in—and not just any software, ... Read more
tax season professional software

Where to Get Tax Season Professional Software

As tax season approaches, having the right tax season professional software can be a game-changer for tax professionals. Whether you’re managing a large tax practice or preparing individual returns, finding software that streamlines your workflow, keeps you compliant, and enhances client satisfaction is essential. If you’re also looking into how to become a tax service ... Read more
Tax Prep Software with Bank Products

What Is Tax Prep Software with Bank Products?

As a tax professional, you’re always looking for ways to streamline your services and provide more value to your clients. One way to do that is to offer bank products through your tax preparation software. But what exactly does that mean, and how can it benefit your business? Let’s dive into how tax prep software ... Read more
ptin

So You Just Got Your PTIN: How Taxx Savage Can Help

Congratulations on securing your Preparer Tax Identification Number (PTIN)! This is a significant milestone in your journey as a tax preparer. What is a PTIN? It’s a unique number issued by the IRS to paid tax preparers, ensuring they meet the required qualifications to file tax returns. Now that you have your PTIN, it’s time ... Read more

What Is Professional Tax Preparation Software?

Professional tax preparation software is designed to help tax professionals efficiently manage the complex task of preparing tax returns for individuals and businesses. Unlike basic professional tax software meant for individual use, professional tax preparation software offers advanced features that cater to the needs of accountants, tax preparers, and financial professionals who handle multiple clients ... Read more
What is an EFIN?

What is an EFIN and Why Does it Matter?

In today’s tax landscape, where jargon runs rampant, few terms carry as much weight as EFIN. But what exactly does this acronym mean, and why should it matter to you and your tax business? Let’s break it down in plain, straightforward terms. Understanding EFIN: The Digital Signature of Tax Professionals At its core, an Electronic ... Read more
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Deciding between an EFIN (Electronic Filing Identification Number) and a PTIN (Preparer Tax Identification Number) can be a pivotal moment for tax professionals. Each comes with its own set of benefits and considerations, shaping the trajectory of a tax business.

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If you’re thinking of transitioning your career to tax prep, you want to know the terms “EFIN sharing program” or “EFIN assistance program.” As a tax preparer looking to break away from being paid hourly so you can build your own business, you may find yourself waiting for your Electronic Filing Identification Number (EFIN) or … Read more

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“Beverly was very kind and polite and very motivating and gave me a better understanding of what starting a tax preparing business consists of and the necessary requirements that need to be done and the experience that is required”

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Obtaining a PTIN is not a one-time affair. The IRS requires tax professionals to renew their PTIN annually to ensure that the information on file is up-to-date. This renewal process is crucial for maintaining your status as a recognized tax professional and ensuring continuous compliance with IRS regulations.

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Taxx Savage, a standout player in the tax software arena. In contrast to its counterparts, Taxx Savage sidesteps the convoluted revenue sharing game, opting for a simpler approach.

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Recent Testimonials

Shanae Foster 07/19/2024

Every one of them has shown up for me in some way, shape, or form and I am so blessed. Thank you Kenneth for always doing your best to address my lengthy questions. Thank you Angelie for assisting Beverly when I worry her to no end and thank you Beverly for providing such a seamless 5 star experience from start to finish. My experience with Taxx Savage and their team has truly been a blessing out of this world and I am so overwhelmingly grateful to have found them.

Dave McGee – 04/11/2024

"Updated the required information quickly and efficiently! Great customer service!"

Jen Lockwood – 04/02/2024

" This company is amazing to work with during the tax season. They were always available and prompt when responding to questions or issues that needed further assistance. Also, I was always paid within 2-3 days after the client's taxes deposited into their bank account. The pricing for services to use bank products are reasonably priced and allowed me to get my preparer fee taken directly out of the clients refund. I would definitely recommend Tax Savage to any preparer that wants to succeed in the tax business and needs access software via a reliable company!! "

Jiniah Jones – 03/25/2024

"My experience with Taxx Savage has been amazing! Any question or concern I have had I always got an answer right then and there! If it was something that needed to be researched the Team will get back ASAP with your answers. This has been the best experience I have had with a Tax team and I will continue to use them for many years to come! If you are thinking about joining, DO IT ! You will be very satisfied with the team and experience!"

Brian Koehler – 03/15/2024

” Amazing company to do business with. Their support team is excellent and is there for you always. We had a small hiccup with a payment that never made it to me from the return I did and they resolved it very quickly and effortlessly and didn’t make me wait longer than it’s already been. I will forever recommend this company. Amazing staff. “

Sondra Baylor – 02/20/2024

I don’t even know where to start! It didn’t take me long to figure out that this is the business that I wanted to business with. Working for other people filing taxes and getting clients, but not seeing any revenue from it was getting old. The fact that I get to SEE ALL THE REVENUE from filing taxes was all I needed to hear. They even sent me a demo to see how the software worked! FOR FREE!!! I worked with Beverly and she was absolutely AMAZING! Taxx Savage wants you to succeed. I absolutely love it. I do recommend this software and working with them to build your own business!

Timothy Conroy – 12/01/2023

"Beverly was very kind and polite and very motivating and gave me a better understanding of what starting a tax preparing business consists of and the necessary requirements that need to be done and the experience that is required"

Mike Hayes – 3/31/2023

"The software is very versatile. The customer support is first rate. Ms Beverly Newton will not stop until your issue is resolved completely. Outstanding support!"

Ty Farrow – 10/25/2023

"This company is a Godsend. I am excited about the future and taking my company to the next level."
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Any examples given should not be considered typical and there is no guarantee of results. Information provided is educational in nature and is not legal or financial advice. By using this website or any related materials you agree to take full responsibility for your own results. Our team is here to support you, but you should always do your own due diligence before making any investment or taking any risk.