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Tax Practice News

Summer can be slow for some accounting firms and especially some tax firms. But it doesn’t have to be if you know what to do. Here are three ideas you can use to boost not only your summer revenue, but your revenue all year long. Read more

Tax Practice News

Kelly Nokleby, owner of Books by Kelly, discusses the concept of value pricing and bundled services. Read more

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Technology and demographic mega-trends are creating new opportunities for tax and accounting firms to scale their expertise and deliver more value for clients and employees. We’ve identified three common themes among leading firms. Learn more here. Read more

Tax Practice News

Caleb Jenkins of RLJ Financial discusses the value his clients see in advisory services and how his company helps them plan for the future, so they can better understand how to make their businesses thrive. Read more

Tax Practice News

If you are looking to sell your practice in the next 3-5 years, or even 10-15, there are a few things you can implement now to insure you get the maximum value for your practice. Read more

Tax Practice News

We learned a lot this past tax season. Read about some of the technology we used to help us through it - and see if you could use it in your practice! Read more

Tax Practice News

Opportunity Zones are the hot new investments of 2019. Before you convince your high net worth clients to invest, let’s understand some basics. Read more

Tax Practice News

With the close of tax season comes the time to evaluate your processes and procedures; to see what you did well and what you need to adjust. Take a look at what Dawn Brolin and her team were able to adjust & what they want to work on for next year. Read more

Tax Practice News

With Tax Day come and gone, tax professionals are reflecting on an especially challenging busy season, given tax law changes. BDO surveyed 150 tax executives across the country to hear their takes on tax reform between jurisdictions and much more. Read more

Tax Practice News

Owners of leading tax & accounting firms are embracing new service models and automation technologies to create the practice of their dreams. What are you doing to create your Tax Practice of the future? Read more

Tax Practice News

Michael Rozbruch, founder of Michael Rozbruch’s Tax and Business Solutions Academy and Roz Strategies, tells you how you lose a lot more than a prospective client when you let their calls go to voicemail. It's all about connection. Read more

Tax Practice News

The IRS recently announced their IRS Modernization Plan, a six-year strategy to modernize IRS Information technology systems and build critical infrastructure needed for the future of the nation’s tax system. Learn more about the plan here. Read more

Tax Practice News

Chris James, from James Management Group, discusses how and why his firm offers a full suite of bookkeeping and accounting services to their clients and why advisory services are so important for the future of the accounting profession. Read more

Tax Practice News

What would you say if I told you that yes, you could take a vacation during tax season? Read more

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As you build your relationships with your tax clients, it’s always a good thing to see how you can serve them even better. Here are eleven ways you can add value to your existing services. Read more

Tax Practice News

Clients looking for tax resolution often come through your doors stressed and uncertain of their future. The first steps you take with them will set the tone of your relationship. Make sure it's a good one. Read more

Tax Practice News

If you have real estate clients, you know the volume of work, information and documents gets pretty big, pretty fast. Learn how some tax preparers are able to stay on top of it all - and help their clients maximize their efficiency and organization. Read more

Tax Practice News

IRS employees returned to work January 28 and have started reviewing mail, messages, and files. Here's what that means for audits. Read more

Tax Practice News

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Latino Tax Pro

Latino Tax Pro had the privilege to attend the monthly IRS National Practitioner Liaison meeting in Washington D.C. on February 14, 2019. Here are some notes from that meeting. Read more

Tax Practice News

When your clients hire you to prepare their taxes, they’re really hiring you for two reasons: to maximize their deductions and to reduce the risk that they will be audited. See how using cloud-based tools and software can help make this easier. Read more

Tax Practice News

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