For some time, our team at SKYsmb has been discussing the future of tax preparation, and we’ve come to one conclusion: It’s dying. The profession itself isn’t, but with artificial intelligence (AI) and bot usage on the rise, the idea...
In this episode of TaxProTalk, Tony Hunt talks to Marc Berger, CPA, of McGinnis & Berger, LLP, in Wimberly, Texas. Marc’s firm has two locations, 20 staff members and prepares about 2,000 returns annually. In this video, he discusses his...
Time’s up. Tax season is here. Wait – that was the opening line to part one of this series that included the Intuit® ProConnect™ solutions I recommend for tax season. Soon into writing that article, I discovered there were so...
Time’s up. Tax season is here. By now, I trust your advisory strategy is gaining momentum, your staff is now well-versed on the nuances of the new QBI deduction and you’ve made those critical appointments to help your clients adjust...
Workflow tends to be a problem area for many tax professionals. Although firms can pivot quickly, and navigate snags and hiccups that may arise due to inefficiencies with relative ease, there is always room for improvement. Perfecting the processes your...
The keys to a successful tax season include an efficient, standardized workflow, a well-trained staff, and clear client expectations. By rearranging a few key workflows and clearly communicating up front, many firms have eliminated client touchpoints and non-value steps from...
The world is changing. Only those transitioning from tax accountant or bookkeeper to consultant or advisor may thrive. Technology has been moving faster than ever before. In 1965, Moore’s law observed that the number of transistors in an integrated circuit...
The Tax Cuts and Jobs Act (TCJA) was signed into law on Dec. 22, 2017. It is broadly considered the largest piece of tax legislation in 30 years, and tax professionals are quickly trying to get up to speed on the...
The accounting profession has evolved dramatically over the past few years. This evolution has been accelerated by the amazing technology that’s available to us and our clients. For our practice, this means we need to take a long, hard look...
In this “Tax Pros for Reel” video, Intuit® ProConnect™ tax professionals and QuickBooks® Accountants share their thoughts on the Practice Management Tool within QuickBooks Online Accountant. Find out more about the new, free practice management features now inside QuickBooks Online...
For some time, our team at SKYsmb has been discussing the future of tax preparation, and we’ve come to one conclusion: It’s dying. The profession itself isn’t, but with artificial intelligence (AI) and bot usage on the rise, the idea... 
