Tara Stratton

How to Deliver Bundled Services

October 1, 2019 August 15, 2019 / Tara Stratton

What are bundled services, and why should you consider implementing them in your tax and accounting firm? Learn from Andrea Parness, CPA, CTC.

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Poll: Are You Interested in Expanding Your Advisory Services Offering?

July 5, 2019 July 1, 2019 / Tara Stratton

Answer this poll to tell us your perspective on expanding your advisory services offering, and find out where other pros stand.

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Client Relationships

Resources to Educate Your Clients on Taxes and Finances

June 10, 2019 August 5, 2019 / Tara Stratton

Get a list of websites, publications and other resources to educate your individual and small business clients on tax and finances.

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Practice Management

Benefits of the Cloud for Tax Professionals

June 7, 2019 May 24, 2019 / Tara Stratton

Increase your knowledge of working with your tax clients in the cloud with this list of recent articles.

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Practice Management

Poll: What Percentage of your Firm’s Revenue Comes From Advisory Services?

June 5, 2019 May 30, 2019 / Tara Stratton

Answer this poll to see where your advisory vs. compliance revenue mix stands in comparison to other tax and accounting firms.

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Intuit® ProConnect™ News

Poll: What Are Your Firm’s Biggest Innovation-Hindering Challenges?

May 1, 2019 / Tara Stratton

Poll: What Are Your Firm’s Biggest Innovation-Hindering Challenges? Let us know in this poll!

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Intuit® ProConnect™ News

Happy Tax Day 2019!

April 15, 2019 June 10, 2019 / Tara Stratton

Here’s some funny deductions (or sometimes just deduction attempts) to help you celebrate tax day 2019.

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Practice Management

Poll: What Percentage of Your Business Clients’ Returns Did You Extend?

March 26, 2019 March 11, 2019 / Tara Stratton

Tell us how many of your clients’ business tax returns you put on extension, and learn how you compare to other tax pros.

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Practice Management, Training

Don’t Miss These Ways to Get Your Staff Ready for Tax Season 2018

January 4, 2019 March 5, 2019 / Tara Stratton

Get your staff ready for tax season with this collection of articles on tax reform.

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Client Relationships

Key Resources as You’re Setting Your Rates for This Tax Season

December 20, 2018 December 27, 2018 / Tara Stratton

Leverage these two resources to help ensure your rates and pricing methodology are up to date for tax season 2019.

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