Tax Practice Management – Onboarding 1099 Clients and The Process

0
As the year comes to a close, we are thinking about presents, visiting with family, and celebrating the upcoming new year. What our team is...

4 Strategies for Generating New Tax Clients During Tax Season

Tax season is typically the busiest time of year for CPAs and accountants, with many firms needing accountants to work 9-10 hours a day, 5-7 days...

Tax Practice Management – Why Does It Matter?

0
Being a tax preparer, you have certain due diligence requirements for the preparation of income tax returns. The AICPA sets a minimum standard that we...

Three Reasons You Should Start Using a Client Portal

0
Client portals have come a long way since they were first introduced. Revolutionary as they were, the first portals were simple tools— clunky and barely...

Stay connected

283FansLike
0FollowersFollow
- Advertisement -

Latest article

Gain More Clients This Tax Season

If the thought of expanding your tax practice this filing season is giving you anxiety, not to worry! Just check out my most recent...

Technology to Support Touchless Service This Tax Season

0
Much like last year, the 2021 tax season will not just be business as usual. With the pandemic still keeping people at home and...

Communicating Tax Season 2021 to Clients

0
We are in the midst of an overwhelming tax season. The significant number of tax law changes coupled with the late start to e-filing...