Should you move to electronic signatures for Form 8879?
More tax preparers are offering electronic signatures for Forms 8879 than ever. Is it time to jump on the bandwagon? Should you move to...
To Cloud or Not to Cloud
Yes. The End!
Just kidding, let’s dig into why some firms have been reluctant to adopt cloud technologies and address the most common fears. The...
Tax Practice of the Future: Create an Advisory Workflow in the Cloud
Creating an advisory workflow in the cloud is the second pillar common to leading firms on the journey to create their ideal practice. Among...
Organize Your Way to an Efficient Tax Season
Organization is one skill that can make a world of difference. With tax season right around the corner, it’s more important than ever to...
The Great Pricing Debate
For as long as I have been in public practice, I have heard the pricing debate. We are all familiar with the three typical...
5 Ways to Keep Up with Social Media During Tax Season
It’s the beginning of the year and you know what that means… tax season is upon us. During the tax season, as people start...
Should we allow our clients to text us?
“Can I text you?” is a question that strikes fear into many
practitioners. It means either handing out our personal phone number or having
to say...
Tax Prep Workflow; A Christmas Story
Once upon a time, in an Arizona Desert far from the North Pole, there lived a tax nerd named Liz. She was a giant...
Tax Prep Technology: Where to start in choosing the right fit
Tax technology is its own beast. For professionals, there are the major players, the minor players, and the direct to consumer players trying to...
Staffing up for Tax Season
Hopefully, we are all getting close to having our staffing needs lined up for tax season! Many practice owners will tell us, especially right...
Latest article
Adjustments sought for R&D Tax Credit Form
There are changes coming to certain sections of Form 6765, Credit for Increasing Research Activities—the document used by taxpayers to claim the research and...
AICPA requests IRS contingency plan in case of government shutdown
The American Institute of CPAs (AICPA) submitted a letter to the Department of the Treasury, the Internal Revenue Service (IRS) and Congressional leadership requesting the release of the...
Fearing the future: Where firms are falling behind
This past weekend, Botkeeper hosted AI Unchained in Boston. The three-day event was centered around technology for accountants and bringing your practice to the next level....