As soon as the tax season is in the books, the continuing education education, or CE credit, renewal process. Federal law requires all tax preparers to go through training before they can assist taxpayers during the next tax season. One of the easiest (and most fun!) ways to get the continuing tax education credits is […]

9 tips you can apply for deepening financial relationships Are you wondering how to build trust in communities, or better relationships with your customers overall? Trust is a simple business strategy that can increase your customer base as well as your bottom line, and it’s easy to start in your community. Here are 10 ideas […]

Celebrating Excellence: Our Tax Call Center’s Exciting Achievement   We’re thrilled to share some exciting news that underscores our commitment to supporting you during tax season. Our call center has been awarded the prestigious “Best Medium Contact Center” by the International Customer Management Institute (ICMI). This recognition highlights our exceptional performance, vibrant culture, and impactful […]