Tara Stratton

Resources to Educate Your Clients on Taxes and Finances

June 10, 2019 May 31, 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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Practice Management

Poll: Which Type of Tax Organizer Will You Use This Tax Season?

December 13, 2018 November 20, 2018 / Tara Stratton

Are you planning on using a digital or paper organizer to help prepare for the coming tax season? Let us know in this poll!

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Practice Management, Training

Tax Pros for Reel: What’s Your Biggest Takeaway From QuickBooks Connect?

September 14, 2018 March 5, 2019 / Tara Stratton

Intuit ProConnect tax professionals explain their biggest learnings they’ll take back to their practices from QuickBooks Connect 2017.

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