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Tax

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The Simple Dollar

If you or one of your clients is investing or dealing with crypto currency on any level - it's important to understand how this complex financial system works. Learn more from The Simple Dollar here. Read more

Payroll & Merchant Services

It's important to make sure your employees feel valued and heard in your firm, especially during busy season. This will boost morale, productivity and the overall success of not only their individual performance - but the performance of your firm. Read more

Tax Practice News

Learn how Xero helps tax preparers save time and frustration. Read more

General Ledger

There’s a lot of confusion and buzz around the new 20% deduction for small business owners. Who does it apply to? How does it work? When do you take it? Read more

Tax Practice News

How do you communicate the value of your services? Do you just tell your clients it’s going to take “x” number of hours at your hourly rate? Or do you paint the picture of resolution and convey the value you’re providing? Read more

Tax Practice News

Tax Resolution comes in many forms - learn how Michael Rozbruch was able to help his SFR Settlement client, and how you can help your current and future clients, too. Read more

Tax Practice News

The government will shut down again on February 15 if Congress doesn’t come to a funding agreement. In the case of a second shutdown, this is what tax season will look like. Read more

Tax Practice News

Is client turnover higher than you’d like in your business? If so, here are some ways you can “market” to your existing clients to keep them longer. Read more

Tax Practice News

As the start of the filing season approaches, put some time into identifying those pain points you experience this tax season to make changes to your work flow efficiencies. No matter how efficient you are, there's always room for improvement. Read more

Tax Practice News

The rise of artificial intelligence, the increased standard deduction and the commoditization of 1040s has reduced the perceived value of the traditional tax practice. What does this mean for the tax preparer? Read more

Tax Practice News

Return preparers depend on their software to accurately apply U.S. federal and state tax laws, a highly complex procedural and computational task. View The Tax Adviser and the Journal of Accountancy's annual ratings of preparer's tax prep software. Read more

Tax Practice News

Do you know how long you should wait before you follow up with a prospect? It’s truly an art to know when to follow up, what to say, and how to act without sounding too salesy or worse, desperate. Learn more in this article. Read more

Tax & Practice Management

As a tax professional, you manage a lot of client data. Software is available to help make the process as efficient as possible. Read more

Tax Practice News

Considering offering tax resolution services? Here are three proven methods for attracting a steady stream of desirable clients. Read more

Tax Practice News

Busy season is here, but are you ready? Our workflow has proven to be the most efficient & productive workflow we have ever experienced - and this didn’t happen overnight. See how we use tools and software to make tax season as painless as possible. Read more

Tax Practice News

As you prepare to jump into filing season, what conversations are you having with your business clients to make sure you all are on the same page and moving towards a shared goal? Dawn Brolin gives you topics she'll be bringing up with her clients. Read more

Tax Practice News

Need to find new tax clients this year? Use this checklist of tips from Sandi Leyva of Accountant’s Accelerator to get a head start on growing your tax practice this season. Read more

Tax Practice News

Michael Rozbruch gives you some reasons why you should consider offering IRS Tax Resolution services to your clients. Read more

Tax Practice News

The 2019 tax season has its challenges. New legislation, cybersecurity concerns, new technology, due diligence requirements and workload compression are just a few of the issues you’re up against. Get ready for this tax season with the AICPA. Read more

Tax Practice News

With so many of us using e-signatures on a daily basis, keeping up with the IRS' recommended and legal guidelines is important to stay compliant and secure - for you and your client. Read more

Tax Practice News

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