How making the switch to TaxWise Online saved one customer's business
The tax preparation industry has seen much change over the last several decades, change that has witnessed thousands of tax pros come and go out of the business. This, however, cannot be said about Tate, Tate, and Tate Tax Services, a family-run Temple Hills, Maryland based business serving the community for 70 years. Through this impressive run, current CEO Jerome Tate and family have operated a successful tax prep business that has not only been resilient to change but, in fact, has thrived in its presence.
In this case study, we'll cover the following topics:
- How TaxWise Online can improve your workflow
- Leveraging refund transfer products to help you generate more revenue
- Complete business returns directly in TaxWise Online