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Tax Prep

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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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

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

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

General Ledger

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

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

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

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

Most business owners only need to keep track of a few key indicators. Which measure the performance of their marketing and sales efforts, to ensure that their firms are prosperous and growing. Learn what to keep up with this tax season. Read more

Tax Practice News

I’m sure you’re wondering how the federal government shutdown will affect your tax business and your clients. Luckily, our friends at Latino Tax Pro have released this informative article to help you plan for an already stressful tax season. Read more

Tax Practice News

Along with the new year comes sales tax rate changes and laws that may affect your clients’ businesses. Check out Firm of the Future's state-by-state layout of these changes. Read more

Tax Practice News

As financial professionals begin their preparation for a busy 2019 tax season, everyone is of course trying to come up with ways to optimize/streamline their processes for their own staff as well as their clients. Learn how Qbox can help. Read more

Tax Practice News

As I sit here in my office staring at a 700 page Tax Reform finder, I have to wonder why anyone would think that just because the forms changed that the actual preparation of the returns has become simpler. Read more

Tax Practice News

This year, ditch the “same old” and be intentional about client experience. Read more

Tax Practice News 1 Comments

Today’s client portals have come a long way. No longer just for file sharing, modern client portals offer a whole range of features and upgrades that make you more efficient. Canopy gives you three reasons client portals are worth implementing. Read more

Tax Practice News

October 29 at 2 ET: Find out how you can stop typing data into your tax software and stop chasing the paper in your office and, instead, focus your time on providing real tax value to your clients. Presented by Sara Cavender. Sponsored by GruntWorx. Read more

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