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Tax Prep

Canopy continues to empower accounting practices nationwide with high-impact digital solutions. Murph's interview with Davis Bell and Larry Furr about the future of Canopy products. Read more

People & Business

IA Live Event Report 2019

Storyblocks Video

During this Tax Prep Master Class livecast, Michael Rozbruch will demonstrate a system that automatically enrolls 85% to 96% of your 1040/1120 tax clients into your own system without the expense of marketing. Read more

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Javier Amezcua specializes in helping clients in the bi-national community, operating on both sides of the border of San Diego & Mexico. He discusses why advisory services are important so his clients can open compliant businesses in the US. Read more

Tax Practice News

Firms who have transformed from traditional workflows and compliance services almost always have a compelling vision that guided their transformation. Read about the importance of this vision in this piece from Jim Buffington in Tax Practice News. Read more

Tax Practice News

Several tax practitioners share their perspective on the ever-changing tax industry and how to look at the bigger picture for their clients including pricing structure changes and technological advancements. Read more

Tax Practice News

Depending on your goals for growing your tax practice, streamlining your process to onboard tax clients should be one of the easiest goals to achieve. Read about how Dawn Brolin and Powerful Accounting make that happen. Read more

Tax Practice News

Murph gives you a 'peek' at some additional Tax-related 'Apps and Service' vendors who will be on the exhibit hall floor at this year's Scaling New Heights. Read more

Vendor Corner

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

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

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

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

If you’re a CPA in the New York City area, it’s likely you have clients who are subject to the Metropolitan Commuter Transportation Mobility Tax (MCTMT). Learn all about the MCTMT, also referred to as the NY Mobility Tax, here from Jorgen Rex Olson. 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

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

Here you are, well into tax season. And then, it happens... a shoebox (or worse, a legal box) gets dropped on your desk. Learn how Xero helps to make this process less painful. Read more

General Ledger

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U.S. Treasury - Internal Revenue Service

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

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

It’s tax season: of course you’re overwhelmed. Give yourself a much-needed break and get some perspective on how to beat back overwhelm, even now. 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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