Free Resources

Free Resources for Tax Professionals

The Tax Wire offers free downloadable guides for tax professionals.
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šŸ“‹ 7 Questions to Ask Any Tax Software Vendor Before You Sign

The 10-page due-diligence field guide. The checklist we'd run on any vendor ā€” including us ā€” before committing to a license.

šŸ“‹ New Tax Preparer Startup Checklist

PTIN, EFIN, E&O Insurance, software, client operations, bank products ā€” 18 items before your first filing season.

šŸ“‹ IRS Reject Code Reference Guide

The 8 most common e-file reject codes with step-by-step resolution. Keep it by your desk during tax season.

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