Bank Products for Tax Professionals 2020

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  • Опубліковано 6 сер 2024
  • 🔔Work with me directly here: www.taxaccountingclients.com/home-page
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    🔔Email: hello@crystatyus.com (serious inquiries only please)

КОМЕНТАРІ • 113

  • @goddessgaea19
    @goddessgaea19 3 роки тому +1

    Thank You for being transparent...you help a lot of us

  • @vanessaanderson1230
    @vanessaanderson1230 6 місяців тому

    Thank you for this information. You are an amazing person 🙏🏾

  • @MRSCOOKIE205
    @MRSCOOKIE205 4 роки тому +1

    Thanks for this video it was well needed. I subscribed your channel and look forward to all you have to offer!

    • @billcunningham9919
      @billcunningham9919 3 роки тому

      I have several tax offices in Michigan and they charged me fees for bank products that were supposed to be free to EROs. I'm not the only one that had this experience. Steer clear of Republic Bank they are crooks.

  • @AshTheEntrepreneur
    @AshTheEntrepreneur 4 роки тому +1

    Thank you for explaining and Breaking this down. Also, You look gorgeous🥰

    • @billcunningham9919
      @billcunningham9919 3 роки тому

      I have several tax offices in Michigan and they charged me fees for bank products that were supposed to be free to EROs. I'm not the only one that had this experience. Steer clear of Republic Bank they are crooks.

  • @Rosepetalflower1
    @Rosepetalflower1 4 роки тому +6

    I love taxslayer pro the system is really easy to navigate. They have a package that allows you to file 15 returns and after that each return will be $30 including state return. I'm new and I don't have that many clients so I thought it will be a good fit for me.

    • @tonikawyckoff8781
      @tonikawyckoff8781 3 роки тому

      Hey can you tell me package option you chose. I am a newbie!!! Im trying to figure this out

    • @billcunningham9919
      @billcunningham9919 3 роки тому +1

      I have several tax offices in Michigan and they charged me fees for bank products that were supposed to be free to EROs. I'm not the only one that had this experience. Steer clear of Republic Bank they are crooks.

    • @karlagipson6000
      @karlagipson6000 3 роки тому +3

      I just bought the beginners package with Taxslayer Pro. So far so good. I'm just branching on my own, so this package helps me a lot.

    • @crystatyusea
      @crystatyusea  3 роки тому

      Hi, ​@@tonikawyckoff8781! Kindly send us an email at Hello@CrystaTyus.com for any questions so that we can answer them for you.

    • @vanessaanderson1230
      @vanessaanderson1230 6 місяців тому

      @@karlagipson6000 hello 👋 do you still like taxslayer?

  • @LauraDiaz-me2pd
    @LauraDiaz-me2pd 3 роки тому +1

    Hi and I’m new to you’re channel. I love you’re channel and videos and would like to say thank you very much for ALL of you’re useful advice , I need it .
    Is My Tax Prep Pro only for virtual clients or can in be for in person clients as well ?

  • @lizzydoe5298
    @lizzydoe5298 4 роки тому

    I was looking at your site, you should post your videos into your blog so it actually has something, rather than being a dead link. Love your videos and tactics! Thank you for allllllll your info!

    • @billcunningham9919
      @billcunningham9919 3 роки тому

      I have several tax offices in Michigan and they charged me fees for bank products that were supposed to be free to EROs. I'm not the only one that had this experience. Steer clear of Republic Bank they are crooks.

  • @seadamohamed1916
    @seadamohamed1916 4 роки тому +4

    Thank you so much for all the informative videos Crystal! I recently started watching your videos and I am obbsesed with them. I need to work with you.

    • @crystatyusea
      @crystatyusea  4 роки тому

      Thank you! When you are ready I am more than willing to help you on your journey to becoming your best you. Feel free to check out any of my courses here: bit.ly/taxesbookkeeping

    • @seadamohamed1916
      @seadamohamed1916 4 роки тому

      @@crystatyusea yes will do that. I have scheduled my part 1for Nov.19 planing to start studying 2 right after and done with it before the year end. You mentioned to do part 3 before 2. Do you think I should do that ? Is part 3 is easier than 2?

    • @billcunningham9919
      @billcunningham9919 3 роки тому

      I have several tax offices in Michigan and they charged me fees for bank products that were supposed to be free to EROs. I'm not the only one that had this experience. Steer clear of Republic Bank they are crooks.

  • @kimberlyadams4180
    @kimberlyadams4180 3 роки тому

    Hi @crysta, thanks for sharing! I emailed you regarding a promo code for My Tax Prep Office this season. Again thanks for sharing your experience and knowledge with us.

  • @taurusqueen3387
    @taurusqueen3387 4 роки тому

    This is Gina and I want to thank you for being so informative!!!!

    • @crystatyusea
      @crystatyusea  4 роки тому

      Thank you

    • @billcunningham9919
      @billcunningham9919 3 роки тому

      I have several tax offices in Michigan and they charged me fees for bank products that were supposed to be free to EROs. I'm not the only one that had this experience. Steer clear of Republic Bank they are crooks.

  • @eduardovelazquez5224
    @eduardovelazquez5224 3 роки тому

    Hi . what software do you recommend for this year price-benefit

  • @claude06m
    @claude06m 3 роки тому +2

    Crysta, hello, do you still recommend this year?

  • @charpouono
    @charpouono 4 роки тому +3

    Great content! The My tax Prep Office allows the clients to submit their w2s and docs through the software?

    • @billcunningham9919
      @billcunningham9919 3 роки тому

      I have several tax offices in Michigan and they charged me fees for bank products that were supposed to be free to EROs. I'm not the only one that had this experience. Steer clear of Republic Bank they are crooks.

    • @crystatyusea
      @crystatyusea  3 роки тому

      Hi, Charlene Uno! Kindly send us an email at Hello@CrystaTyus.com for any questions so that we can answer them for you.

  • @vidang4438
    @vidang4438 3 роки тому

    Hi Crystal, great content! I was wondering does my taxprepoffice handle clients payment? How do you bill your clients? And how do they pay (credit card, venmo, etc.)?

    • @crystatyusea
      @crystatyusea  3 роки тому

      Hi, Vi Dang! Kindly send us an email at Hello@CrystaTyus.com for any questions so that we can answer them for you.

  • @christopherhall1216
    @christopherhall1216 6 місяців тому

    What happens if someone has a bank product that doesn't fund?

  • @alfredburgos1619
    @alfredburgos1619 4 роки тому +1

    I have a "store front" tax preparation office and I am very happy with it. I want to add virtual tax services so that I can give my clients an additional OPTION. What program do you have that assist me with this. I am a "young" 64 year old trying to keep up with the fast moving changes in our industry.

    • @crystatyusea
      @crystatyusea  4 роки тому

      Here we specialize in helping tax and bookkeeping professionals grow their virtual offices to 6-figure firms by teaching them how to define their niche and perfect their marketing on social media platforms (such as Facebook, LinkedIn, and Instagram). I do this by providing course work that will help them do any of the following:
      *Study for all three parts of the EA exam
      *Teach the fundamentals of Bookkeeping
      *Understand the basis of Tax law
      Not only do we provide course work and sample test and exams we also provide:
      *mentorship
      *and a private community of professionals that are on the same course as those who sign up.
      Feel free to check out all courses here: bit.ly/taxesbookkeeping

  • @originaldpowers2867
    @originaldpowers2867 3 роки тому +3

    Just decided to become a Taxprep but the EA sounds really good... please give me more info on this

    • @billcunningham9919
      @billcunningham9919 3 роки тому

      I have several tax offices in Michigan and they charged me fees for bank products that were supposed to be free to EROs. I'm not the only one that had this experience. Steer clear of Republic Bank they are crooks.

    • @crystatyusea
      @crystatyusea  3 роки тому

      Hi, Originald Powers! Kindly send us an email at Hello@CrystaTyus.com for any questions so that we can answer them for you.

  • @ameedamilja7992
    @ameedamilja7992 4 роки тому

    I don't have E-Fin yet up to this moment but I need to do some tax prep this season. Which software should I use which does not require an E-Fin to submit the returns.

    • @billcunningham9919
      @billcunningham9919 3 роки тому

      I have several tax offices in Michigan and they charged me fees for bank products that were supposed to be free to EROs. I'm not the only one that had this experience. Steer clear of Republic Bank they are crooks.

    • @crystatyusea
      @crystatyusea  3 роки тому

      Hi, AmeeDa Milja! Kindly send us an email at Hello@CrystaTyus.com for any questions so that we can answer them for you.

  • @hakimmessaoudi1805
    @hakimmessaoudi1805 4 роки тому

    Beautiful

  • @carlosrivera4916
    @carlosrivera4916 4 роки тому +2

    I want to learn how to prepare corporation and LLC tax returns can you do a video you are a great mentor

    • @billcunningham9919
      @billcunningham9919 3 роки тому

      I have several tax offices in Michigan and they charged me fees for bank products that were supposed to be free to EROs. I'm not the only one that had this experience. Steer clear of Republic Bank they are crooks.

    • @crystatyusea
      @crystatyusea  3 роки тому

      Hi, Carlos Rivera! Kindly send us an email at Hello@CrystaTyus.com for any questions so that we can answer them for you.

  • @AlexT2048
    @AlexT2048 3 роки тому

    Isn't Drake better than tax prep? I have heard lot of complaints about taxprep office.

    • @crystatyusea
      @crystatyusea  3 роки тому

      Hi, Alesha! Kindly send us an email at Hello@CrystaTyus.com for any questions so that we can answer them for you.

  • @karlagipson5349
    @karlagipson5349 3 роки тому

    I am just starting my Tax Business and would like guidance to choosing a tax software. What tax software do you use? and which software do you recommend for beginners? Thank you.

    • @billcunningham9919
      @billcunningham9919 3 роки тому

      I have several tax offices in Michigan and they charged me fees for bank products that were supposed to be free to EROs. I'm not the only one that had this experience. Steer clear of Republic Bank they are crooks.

    • @crystatyusea
      @crystatyusea  3 роки тому

      Hi, Karla! Kindly send us an email at Hello@CrystaTyus.com for any questions so that we can answer them for you.

  • @kristinabaily594
    @kristinabaily594 4 роки тому +2

    What is the IRS offset number?

    • @billcunningham9919
      @billcunningham9919 3 роки тому +1

      I have several tax offices in Michigan and they charged me fees for bank products that were supposed to be free to EROs. I'm not the only one that had this experience. Steer clear of Republic Bank they are crooks.

  • @billcunningham9919
    @billcunningham9919 3 роки тому

    I have several tax offices in Michigan and they charged me fees for bank products that were supposed to be free to EROs. I'm not the only one that had this experience. Steer clear of Republic Bank they are crooks.

  • @mlduran12
    @mlduran12 4 роки тому

    What software do you suggest if I have an actual office I don’t want a virtual business

    • @billcunningham9919
      @billcunningham9919 3 роки тому

      I have several tax offices in Michigan and they charged me fees for bank products that were supposed to be free to EROs. I'm not the only one that had this experience. Steer clear of Republic Bank they are crooks.

    • @crystatyusea
      @crystatyusea  3 роки тому

      Hi, Emme Elle! Kindly send us an email at Hello@CrystaTyus.com for any questions so that we can answer them for you.

  • @elizabethhuerta4555
    @elizabethhuerta4555 3 роки тому

    Are you recommending the tax prep software this year? The code from last year isn’t working

    • @billcunningham9919
      @billcunningham9919 3 роки тому

      I have several tax offices in Michigan and they charged me fees for bank products that were supposed to be free to EROs. I'm not the only one that had this experience. Steer clear of Republic Bank they are crooks.

    • @billcunningham9919
      @billcunningham9919 3 роки тому

      I have several tax offices in Michigan and they charged me fees for bank products that were supposed to be free to EROs. I'm not the only one that had this experience. Steer clear of Republic Bank they are crooks.

    • @crystatyusea
      @crystatyusea  3 роки тому

      Hi, Elizabeth! Kindly send us an email at Hello@CrystaTyus.com for any questions so that we can answer them for you.

  • @carlosrivera4916
    @carlosrivera4916 4 роки тому

    At privios videos you said you use crosslink software Wich are you use

    • @crystatyusea
      @crystatyusea  4 роки тому +1

      Hi Carlos! Here are the best three tax softwares Crysta recommends:
      Crosslinks (pricey but very user friendly and accurate)
      My Tax Prep Office (cheap, but takes some time to learn)
      Tax Slayer (somewhat pricey and user friendly)
      -Customer Service Team

    • @billcunningham9919
      @billcunningham9919 3 роки тому

      I have several tax offices in Michigan and they charged me fees for bank products that were supposed to be free to EROs. I'm not the only one that had this experience. Steer clear of Republic Bank they are crooks.

  • @OurLifeinLouisianaLovingit
    @OurLifeinLouisianaLovingit 4 роки тому +1

    Question, I got my EFIN. Can I do taxes for people in other states or do I have to do only in my state?

    • @crystatyusea
      @crystatyusea  4 роки тому

      I would check that states tax prep law to see whats required. If you meet those requirements you can prepare taxes.

    • @coreygoree1256
      @coreygoree1256 4 роки тому +2

      If you have your EFIN u will have or shld hv other states tax forms with in your tax software. I know Crosslink has all the state forms. So for example... I am in Texas and I do taxes for those in Virginia, Louisiana, ATL, and Florida. As long as your tax software has the form. Do them 👍

    • @perlarivera1017
      @perlarivera1017 4 роки тому

      Roberta WH how long it takes you to get your EFIN?

    • @billcunningham9919
      @billcunningham9919 3 роки тому

      I have several tax offices in Michigan and they charged me fees for bank products that were supposed to be free to EROs. I'm not the only one that had this experience. Steer clear of Republic Bank they are crooks.

  • @topchoice32
    @topchoice32 4 роки тому

    great video but what is the best tax software?

    • @billcunningham9919
      @billcunningham9919 3 роки тому

      I have several tax offices in Michigan and they charged me fees for bank products that were supposed to be free to EROs. I'm not the only one that had this experience. Steer clear of Republic Bank they are crooks.

    • @crystatyusea
      @crystatyusea  3 роки тому

      Hi, topchoice32! Kindly send us an email at Hello@CrystaTyus.com for any questions so that we can answer them for you.

  • @jbraid35
    @jbraid35 4 роки тому +3

    TPG Bank will take fees out of clients bank account.

    • @billcunningham9919
      @billcunningham9919 3 роки тому

      I have several tax offices in Michigan and they charged me fees for bank products that were supposed to be free to EROs. I'm not the only one that had this experience. Steer clear of Republic Bank they are crooks.

  • @cristyanvillanueva
    @cristyanvillanueva 4 роки тому

    I was applying for my efin and they required a credit card, I only have American Express which they don’t accept. What other options do I have?

    • @yasminquinones5404
      @yasminquinones5404 4 роки тому +1

      Cristyan Villanueva for what? I

    • @cristyanvillanueva
      @cristyanvillanueva 4 роки тому

      They use it to verify identity. They just use the last 8 digits of a credit card. They won’t charge anything

    • @crystatyusea
      @crystatyusea  4 роки тому +2

      You could use a student loan, car loan, or mortgage. If you don't have either of those I would recommend you call E-Services 866-255-0654

    • @cristyanvillanueva
      @cristyanvillanueva 4 роки тому

      Crysta Tyus, EA will do. Thank you for everything

    • @billcunningham9919
      @billcunningham9919 3 роки тому

      I have several tax offices in Michigan and they charged me fees for bank products that were supposed to be free to EROs. I'm not the only one that had this experience. Steer clear of Republic Bank they are crooks.

  • @Sadboy80629
    @Sadboy80629 3 роки тому

    cool

  • @jaybaptiste1999
    @jaybaptiste1999 4 роки тому

    Will we have access to prior years to prepare older returns?

    • @brownsugar3042
      @brownsugar3042 4 роки тому +2

      Yeah they go back to 2016 tax year

    • @crystatyusea
      @crystatyusea  4 роки тому +1

      This is correct

    • @billcunningham9919
      @billcunningham9919 3 роки тому

      I have several tax offices in Michigan and they charged me fees for bank products that were supposed to be free to EROs. I'm not the only one that had this experience. Steer clear of Republic Bank they are crooks.

  • @kobbylee15
    @kobbylee15 4 роки тому +1

    HI Crysta the code for the discount is not working. Please help.

    • @mscrystatyus
      @mscrystatyus 4 роки тому +1

      lambert lekettey hey! It’s all uppercase “CRYSTA”

    • @billcunningham9919
      @billcunningham9919 3 роки тому

      I have several tax offices in Michigan and they charged me fees for bank products that were supposed to be free to EROs. I'm not the only one that had this experience. Steer clear of Republic Bank they are crooks.

  • @marloloud
    @marloloud 4 роки тому +1

    Does the tax payer have to pay a fee for direct deposit for any of these bank products?

    • @crystatyusea
      @crystatyusea  4 роки тому +2

      Yes, the bank fee is $15. However, you can add onto the bank fee if you want.

    • @billcunningham9919
      @billcunningham9919 3 роки тому

      I have several tax offices in Michigan and they charged me fees for bank products that were supposed to be free to EROs. I'm not the only one that had this experience. Steer clear of Republic Bank they are crooks.

  • @lastardubeninoo
    @lastardubeninoo 3 роки тому

    Would you have a promo code for next year?

    • @crystatyusea
      @crystatyusea  3 роки тому +1

      Hi Ines! Can I have an email address that I can send an email to when we have a promotion going? - Customer Service Team

    • @lastardubeninoo
      @lastardubeninoo 3 роки тому

      Thanks for your response.
      My email is purley61@hotmail.com

  • @tomekomalone8128
    @tomekomalone8128 4 роки тому +1

    So So beautiful

  • @yasminquinones5404
    @yasminquinones5404 4 роки тому +7

    My EFIN TOOK LESS THAN 30 days.

    • @mscrystatyus
      @mscrystatyus 4 роки тому

      Yasmín Quinones 👏🏽

    • @Taxontrack
      @Taxontrack 4 роки тому

      Really?

    • @yasminquinones5404
      @yasminquinones5404 4 роки тому +2

      Actually I submitted the application on 10/12/19. Sent my fingerprints on the 10/15 and got approved by the 10/25/19. I don’t know if because I have a Top Secret Clearance and I am a federal employee helped.

    • @brownsugar3042
      @brownsugar3042 4 роки тому +2

      Mine did too. It only took a week and a half for me.

    • @blessingogudugu3708
      @blessingogudugu3708 4 роки тому +1

      Mine too

  • @rickreynoso6704
    @rickreynoso6704 3 роки тому

    can I still get the discount for mytaxprepoffice?

    • @billcunningham9919
      @billcunningham9919 3 роки тому

      I have several tax offices in Michigan and they charged me fees for bank products that were supposed to be free to EROs. I'm not the only one that had this experience. Steer clear of Republic Bank they are crooks.

    • @crystatyusea
      @crystatyusea  3 роки тому

      Hi, Rick Reynoso! Kindly send us an email at Hello@CrystaTyus.com for any questions so that we can answer them for you.

  • @yosephstephens
    @yosephstephens 3 роки тому

    Did you use certifyible.com to become a Enrolled Agent?

    • @crystatyusea
      @crystatyusea  3 роки тому

      Hi Joseph! Crysta used Pass Key, which she also recommends. - Customer Service Team

    • @billcunningham9919
      @billcunningham9919 3 роки тому

      I have several tax offices in Michigan and they charged me fees for bank products that were supposed to be free to EROs. I'm not the only one that had this experience. Steer clear of Republic Bank they are crooks.

  • @NATEG01
    @NATEG01 4 роки тому

    You should do a video on best continuing ed

    • @crystatyusea
      @crystatyusea  4 роки тому

      That is something I could definitely look into.

  • @Glam6
    @Glam6 Рік тому

    I know I'm 3 years to late but how do I book a call?@crystatyus, EA