Taking New Clients During Tax Season

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I keep seeing posts on Twitter and LinkedIn from tax professionals getting frustrated at business owners and individuals alike who are late to the...

The Tax Season Was Just Extended: Time to Get Your Written Data Security Plan...

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Yes, it’s now official. The IRS has extended the individual tax deadline to May 17. However, when it comes to the IRS requirement for...

Tax Season is No Time to Be Sweating the IRS Requirements for a Written...

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Remember a few weeks ago when I encouraged you take advantage of the opportunity before tax season to get your Written Data Security Plan...

PPP 2.0: Helping Your Client Apply for Loan Forgiveness

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The Paycheck Protection Program (PPP) was a lifeline for the millions of small businesses that received forgivable loans. But now, time might be ticking...

Biden-Harris Administration Increases Lending to Small Businesses in Need & Announces Changes to PPP

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The official White House website released a fact sheet surrounding the Biden-Harris Administration's several changes to the PPP to aid small businesses amid the...

Technology to Support Touchless Service This Tax Season

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Much like last year, the 2021 tax season will not just be business as usual. With the pandemic still keeping people at home and...

Communicating Tax Season 2021 to Clients

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We are in the midst of an overwhelming tax season. The significant number of tax law changes coupled with the late start to e-filing...

Tax Preparer Tips from the IRS

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I recently read IRS Tax Tip 2020-14, which is titled “Tips to help people choose a reputable tax preparer” and realized their information could...

How to Increase Firm Revenues Through Strategic Partnerships

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Are you looking to grow your firm’s revenues, but feeling like you’ve already done everything you can in-house? Collaborations and partnerships can be great...

2021 IRS Nationwide Tax Forum and Expo Will Be Virtual

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The IRS has announced that the 2021 IRS Nationwide Tax Forum and Expo will be virtual. In addition to a series of live streamed...

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