Employees and Their Importance During Busy Season

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Tax season is a mountain in and of itself, but the reliance practitioners have on their employees is a serious one. One change...

7 Tips to Keep the Clients You Have

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It’s far less expensive to keep your existing clients happy than it is to find new clients, especially since the trust factor...

5 Key Tax Workflow Tips for the 2019 Tax Season

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As the start of the filing season approaches, put some time into identifying those pain points you experience in this tax season...

2018 Tax Software Survey

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While professionals in all walks of life are prone to swap views on the relative merits of...

Are Your Processes Ready for Busy Season?

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It is time, but are you ready? We have been working on our tax season process for the last 3-4 months taking time...

How to Generate Tax Resolution Leads

Considering offering tax resolution services? Here are three proven methods for attracting a steady stream of desirable clients: Who...

Transforming the Government Shutdown into New Tax Business

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As we follow the news about the partial government shutdown, we may be thinking about longer-than-usual phone wait times to get our...

How to Gather and Manage Client Data More Efficiently

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As a tax professional, you gather, review, and manage a lot of client data. At times, it can be overwhelming—especially if you have to...

12 Things to Do to Find New Tax Clients

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Are you looking to grow your tax practice this busy season? Here are some quick tips to help you attract tax prospects...

Four Busy Season Morale Boosters to Motivate Your Staff

Whether you live for it or dread it, tax season is upon us yet again, and it’ll...

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National Tax Security Awareness Week opens with warnings to tax pros and taxpayers as...

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The Internal Revenue Service and the Security Summit partners today issued warnings to all taxpayers and tax professionals to beware of scams...

Four Steps to a Tax Advisory Business Model

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Compliance, advisory performance, and advisory strategy are the main component of accounting services. Most accounting firms and accountants focus on compliance. While...

Effective Remote Training

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Virtual and remote training is on the rise, in part to innovation and part to good old COVID. Whatever the reason, there...