• Overcoming Barriers: My Experience with Ultimate Tax and My Next Steps to Becoming an Enrolled Agent

  • Jan 25 2023
  • Length: 29 mins
  • Podcast

Overcoming Barriers: My Experience with Ultimate Tax and My Next Steps to Becoming an Enrolled Agent

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  • Summary

  • Choosing the best tax preparation software is one of the most critical decisions for tax professionals. However, the lack of accessibility features offered in many of the existing tax software still presents a major challenge. Luckily, one innovative leader in this space support individuals and small businesses by providing an accessible service.

    In this episode, I talk about my experience testing a tax preparation software that someone recommended to me, and how my views on this software ended up being surprisingly controversial. I also talk bout how to become an enrolled agent (EA), and I introduce you to the prep course that I would recommend to anyone considering becoming an enrolled agent. Tune in to learn more about this and other exciting topics!

    Timestamps:

    | 3:01 | Discussing Ultimate Tax professional tax software
    | 10:44 | Tax professionals are demanding an accessible tax preparation software
    | 13:19 | Becoming an enrolled agent
    | 16:15 | TaxMama® - A pleasant surprise
    | 21:18 | Helping individuals who may be underrepresented
    | 25:17 | Interviews with family

    Notable quotes:

    · “I'm excited about Ultimate Tax because this opens up a door that I never thought I'd be able to go down. And that is becoming an enrolled agent.”

    · “An enrolled agent is a very highly esteemed credential and having it will help you definitely stand out.”

    · “If I can tell people that I can prepare their taxes, then they're going to be very happy because they're going to have someone who they can trust.”

    · “Without my family's support, especially those who run businesses, I would not be in the position where I am because I know a lot because they've taught me.”

    Episode resources

    https://www.ultimatetax.com/

    https://taxmama.com/

    https://www.surgentcpe.com/cpe-courses/individual-income-tax-school

    https://fastforwardacademy.com/

    Connect with me:

    Website: https://booksight.net/

    Twitter: https://twitter.com/booksightpod

    Facebook: https://www.facebook.com/profile.php?id=100088826464019

    Donate:

    https://booksight.net/sponsor
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