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...

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Top 10 Federal Tax Implications of Rescheduling Cannabis as a Schedule III Drug

In a letter dated August 29, the Department of Health & Human Services made an official recommendation to the Drug Enforcement Administration (DEA) to...

1099-K Delay Announced by IRS

Early last week the IRS announced another in the changes to 1099-K reporting requirements. The requirements have been plaguing tax preparers for the last...

Protect Your Clients, Protect Yourself

The IRS and Security Summit partners have developed the following "Tip Sheet"  for tax professionals, businesses, taxpayers Earlier this year the Security Summit’s Protect Your Clients;...