Now That You Are An Enrolled Agent (EA) ...
Supplies
Now that you are an Enrolled Agent, Platinum Professional Services is here to provide the resources and tools that you need to succeed as an EA. These items are critical as you set up and grow your practice and at Platinum Professional Services we have taken great care in choosing products that we have used ourselves in the past and have been very satisfied with. We look for products that are back with guarantees and top customer service, and provide quality at a reasonable price. You can count on Platinum Professional Services to be your one stop source for the tools and resources that you will need to establish and grow your successful EA practice.
Tax Preparation Software
One of the most important decisions you will make concerning your tax preparation business is which professional tax preparation software you will use. There are a variety of factors to consider when purchasing tax preparation software including ease of use, technical support, e-file and bank products functionality ("Rapid Refund Loans"), price and reputation of the software company. Intuit's ProSeries Tax Products are winners across the board.
Shredders
A professional quality, reliable paper shedder is an item that no tax practice should be without. Tax preparers handle very sensitive and confidential information. Your clients trust you to handle the information with great care. So, what do you do with the tax return that did not print correctly? With the worksheets that you no longer need? With any piece of information that includes a social security number? You must shred it. A shedder that is visable to your clients gives them a level of trust and confidence in you and the practice you run. Do not throw any documentation into a trash can, shred it right in front of your clients. A basic model (their are several to chose from) of a professional grade shredder should meet the needs of most tax practitioners. Go to ShredderWarehouse.com ShredderWarehouse.com and choose a model that is right for you.
Locking Brief Cases and Bags
You are responsible for keeping your clients' tax documents in a locked place at all times when not in use. This is also true when you visit a client at their place of business or home. The easiest, most efficient way to insure that you are always complying with this critical responsibility, is to keep your paperwork locked in a Briefcase or Attache Case. Review the available Briefcases and Attache Cases and choose one based on your preference of style, size and price. Please make sure that the case you choose has a locking mechanism. Sesitive tax documents must be kept locked at all times - even when you are traveling. Click Here to view a selection of items and purchase the one that will best meet your needs. Once in use - Do not forget to keep it locked.
Ink and Toner
Purchase your ink and toner for your printing needs at a fraction of the "big box office store" price. Ink and toner will be one of the largest recurring office expenses that your will encounter. Saving money on these supplies is a must. With 101inks.com you also will not sacrafice quality and their products are backed by a money-back guarantee. Remember to stock up before tax season so you are not caught with a printer that stops printing right in the middle of a tax return (We seen this happen way too many times).
Now that you have the neccessary items that you need to get started as an enrolled agent, check out the other links under Now That You Are An EA... for the tools and resources you will need to establish and grow your successful tax practice.