What You Need to Know About E-Signatures

0
With so many of us moving to a #firmofthefuture business model, the use of e-signatures for Forms 8878 & 8879 are becoming more common. The Internal Revenue...

Filing Season Is HERE!

0
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

0
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

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

294FansLike
243FollowersFollow

Latest article

Tax deductions for owner operator truck drivers

0
Owner-operators are the people who own and operate a trucking business. Since they are not categorized as employed individuals, the process of filing taxes...

Did you forget the FBAR?

0
A staggering number of US citizens dropped their US citizenship in 2020 among frustrating tax laws. In a recent CNBC survey, Americans said that...

Your 5-step plan for attracting top talent in a tough job market

“Sorry, we’re short-handed.” That seems to be the expectation now almost anywhere you go. Staffing shortages around the country are not making the lives of...