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 to reflect...

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 IRS questions...

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 call and...

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 for your...

What You Need to Know About E-Signatures

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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...

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 soon be time to baton down the...

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...

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...

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...

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