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Tax Pro Center | Intuit ProConnect > Articles by: Andrew Poulos, EA, ABA, ATP

Andrew Poulos, EA, ABA, ATP

Andrew Poulos, EA, ABA, ATP

Since 1995, Andrew G. Poulos, EA, ABA, ATP, of Poulos Accounting & Consulting, Inc., has worked with small business owners and individuals to lower their tax liabilities and provide business consulting through a bottom line-focused approach to solving problems. Andrew is a nationally syndicated tax software expert and editor for www.reviews.com, columnist of Main Street Tax News and speaker for the National Society of Accountants and National Association of Tax Professionals. He has been a guest on The Willis Report Show on Fox Business News, and on nationally syndicated radio shows. Andrew has published tax articles in over a dozen accounting and CPA journals, and has been referenced as an expert in articles published by Forbes, U.S. News & World Report, USA Today, Fox Business News, Bank of America, American Express Open Forum, Staples, and AARP, among others. Engage with Andrew on Twitter @thetaxdepot.

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Tax Law and News

The Consequences of Missing an IRS Deadline

December 12, 2018 December 3, 2018 / Andrew Poulos, EA, ABA, ATP
IRS and tax professionalsAre you a tax professional who feels overworked, underpaid and unappreciated by your clients during tax season? You reach out, encouraging them to provide their documents early so you have time to prepare their return without rushing and risk making...

Full Story

Practice Management

Bad Habits Firms Need to Break Before Next Tax Season

November 16, 2018 / Andrew Poulos, EA, ABA, ATP
tax practice focus on clientsIf you work in the tax and accounting profession long enough, you’re going to develop a few bad habits. Have you thought about how you’re going to break these habits before the next tax season begins? Since there is always...

Full Story

Client Relationships

Procrastinators: How to Deal With Last-Minute Tax Filers

March 27, 2018 / Andrew Poulos, EA, ABA, ATP
deadlineIt never ceases to amaze me how many taxpayers wait until the 11th hour to file their taxes – and while there are three extra days this year to file by the April 17 deadline, we all know the procrastinators...

Full Story

Practice Management

How to Delegate During Tax Season When You’re a One-Person Firm

January 12, 2018 / Andrew Poulos, EA, ABA, ATP
solo tax practitionerIs it possible to delegate when you operate your firm as a sole proprietor? While delegating is not possible since you don’t have staff, it is possible to be efficient during tax season by creating an environment that allows you...

Full Story

Practice Management, Workflow tools

Working Smarter, Not Harder: 5 Workflow Tips for Your Tax Firm

January 8, 2018 March 7, 2018 / Andrew Poulos, EA, ABA, ATP
efficiency in a tax firmAs tax season quickly approaches, it’s time to focus on how we can increase productivity by working smarter, not harder. Developing ways to be more efficient may lead to increased revenues. Tip #1: Assess your procedures. It’s important to do...

Full Story

Practice Management

Tax Season is Over; it’s Time for Celebration and Lesson Learning

May 8, 2017 / Andrew Poulos, EA, ABA, ATP
finish strong for tax seasonThere is always cause for reflecting on the season to see what worked well. Whether you are a full-time professional or seasonal, surviving a long tax season is a cause for celebration and evaluation. If your tax season was anything...

Full Story

Tax Law and News

Tracking Charitable Contributions for Your Clients

December 27, 2016 October 19, 2017 / Andrew Poulos, EA, ABA, ATP
Working from homeOver the last few years, as the economy continues to recover from one of the biggest recessions in modern history, the charitable donation industry has become quite big. However, the donation industry has become so popular that it has attracted...

Full Story

Tax Law and News

5 End-of-Year Tax Planning Tips for Clients

November 15, 2016 October 17, 2017 / Andrew Poulos, EA, ABA, ATP
tax professional with clientsIt seems like we just started 2016 – and finished tax year 2015 returns – and here we are, once again, getting ready for the holidays. As we approach the end of the year, we often begin to think of...

Full Story

Grow your practice, Practice Management

5 Secrets to Finding New Clients

May 23, 2016 December 7, 2018 / Andrew Poulos, EA, ABA, ATP
tax professional with clientsOne of the biggest obstacles that we face today is trying to figure out how to find new clients. Technology has made it much easier than it used to be a decade ago. Today, we have so many tools at...

Full Story

Practice Management, Workflow tools

Tax Season is Over: Next Steps for Your Firm

April 22, 2016 July 30, 2016 / Andrew Poulos, EA, ABA, ATP
Happy businessman sitting at the table in officeGoing through my 21st year in the tax industry was quite an exciting time. In addition to my typical output, I implemented new technologies that put a heavy emphasis on growing my tax practice, while continuing to work remotely with...

Full Story

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