Stephanie Friswell

How to Take Advantage of the Tax Cuts and Jobs Act

November 21, 2018 November 19, 2018 / Stephanie Friswell

The extensive changes included in the Tax Cuts and Jobs Act may seem overwhelming at first, but for the savvy advisor, there are some fascinating opportunities you may not be aware of. This guide from the Intuit® ProConnect™ team examines...

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Intuit® ProConnect™ News

ProConnect™ Tax Online Lauded by CPA Practice Advisor Technology Innovation Awards for Second Consecutive Year

July 26, 2018 / Stephanie Friswell

For the second year in a row, Intuit® ProConnect™ Tax Online professional tax software has been recognized by CPA Practice Advisor‘s annual Technology Innovation Awards. The awards were handed out at the publication’s annual awards competition on July 25 at the Accounting & Finance...

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Practice Management

Apps That Can Help You Get Through Tax Season

January 4, 2018 February 2, 2018 / Stephanie Friswell

With another tax season on the horizon, we talked to several of our tax professionals and Intuit® ProConnect™ Tax Council members about what apps and software they love the most. Many of these apps save them time each day, while...

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Client Relationships

Meet the Difference Makers: Ivon Valentine

December 10, 2015 July 27, 2016 / Stephanie Friswell

Faithfully serving his country for 23 years didn’t earn him any special treatment from the IRS; fortunately, a U.S. veteran living in Germany found a guardian angel in Intuit® tax professional Ivon Valentine. Ivon’s story about helping the veteran file...

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Client Relationships

Meet the Difference Makers: Terry Stephens

December 9, 2015 July 27, 2016 / Stephanie Friswell

Even while seeking to build his tax practice into a full-time occupation, Terry Stephens found time to help a fledgling animal rescue group comply with IRS requirements and get on its feet. Terry’s description of how he went above and...

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Client Relationships

Meet the Difference Makers and Learn Best Practices

December 7, 2015 July 27, 2016 / Stephanie Friswell

Portrait of two professional colleagues looking at computer while talking on workplace

If you haven’t discovered Intuit’s Meet the Difference Makers, it’s time you did. Over the last several months, we’ve featured fellow accountants who have faced some unique client challenges with outstanding success. To see all of the profiles, visit the...

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Client Relationships

Meet the Difference Makers: Kelly Pinckard, CPA

December 2, 2015 July 27, 2016 / Stephanie Friswell

During her 17 years as a CPA, Kelly Pinckard has held a variety of challenging positions, including auditor at a Big Six accounting firm and industry accountant in manufacturing. “For the past eight years, however, I have created a niche...

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Client Relationships

Meet the Difference Makers: Melissa Cottrill, CPA

December 2, 2015 July 27, 2016 / Stephanie Friswell

It’s not often that a tax professional agrees to accept a few children’s toys as a form of payment. But, Melissa Cottrill is not your everyday tax professional. Melissa’s story of helping a visually impaired client keep his retail store...

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Client Relationships

Meet the Difference Makers: Kathy Wills

November 13, 2015 June 28, 2016 / Stephanie Friswell

A husband and wife with a teenage daughter found their way to Intuit® tax professional Kathy Wills about four years ago. What started out as a professional relationship became much more personal two years later, when the daughter suffered a...

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Client Relationships

Meet the Difference Makers: Sheri Works

November 13, 2015 June 28, 2016 / Stephanie Friswell

Sometimes, client relationships grow to become lifelong friendships. In a Meet the Difference Makers Contest winning story submitted by Intuit® tax professional Sheri Works, the bond between her and a particular client ran so deep that he entrusted her to...

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