How to Gather and Manage Client Data More Efficiently
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
Are you looking to grow your tax practice this busy season? Here are some quick tips to help you attract tax prospects for your...
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...
What You Need to Know About E-Signatures
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!
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
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
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?
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
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...
Latest article
AICPA endorses bill to simplify tax filing extensions
The American Institute of CPAs (AICPA) has endorsed bipartisan legislation introduced by Representatives Judy Chu (D-CA) and Mike Carey (R-OH) to simplify the tax filing extension...
Simple estate planning conversations
Not all tax practitioners love the idea of offering estate and trust services and that’s okay. It is difficult to specialize in all the...
More CPAs on the way?
The CPA profession has been struggling for years to retain talent in the industry. The number of overall graduates coming out of school with...