Filing Season Is HERE!

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I have had the pleasure of reading many articles and watching conversations around the new tax forms and how “easy” tax preparation will be. It...

Simplifying Tax Season for Your Desktop Clients

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As 2018 comes to a close and financial professionals begin their preparation for a busy 2019 tax season, everyone is of course trying to...

Tax Practice Management – Onboarding 1099 Clients and The Process

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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?

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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

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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...

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To Payroll or Not to Payroll

Let’s start with the reason to offer payroll services as I always like to this positively. You can make money! Yeah, I know, modern...

How to have more time during tax season to focus on high value conversations...

For the second year in a row, tax season has been brutal. With legislation changing mid-season and additional PPP loan opportunities requiring your attention,...

Musings on In-person Conferences

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Covid times are hard. Not only have we all been hidden away in our homes for over a year – we have missed out...