Advisory services is a viable part of a progressive tax pro’s practice; get practical and timely guidance from Romeo Razi, CPA.
- Most Recent
- Most Popular
- Category
-
Author
- Adeline Bertrix
- Adel Rodriguez
- Adolfo Marquez
- Adrian Simmons, CPA
- Alejandra Matias Ortega
- Alexandra Rivera, EA, MST
- Alicia Katz Pollock
- Alisdair Barr
- Alison Reiff-Martin, CPA
- AllisonMLautz
- Al-Nesha Jones, CPA, MBA
- Amy Clark
- Amy Murphy
- Amy Vetter, CPA.CITP, CGMA
- Andrea Parness, CPA, CTC
- Andres (Andy) Ibarra, CPA/PFS, EA, CFP®
- Andrew C. Berg, CPA
- Andrew Newman
- Anita Robinson, EA, NPTI Fellow
- Annabella Green, SPHR, SHRM-SCP, AAAPM
- Anthony Hunt
- Antonio Martinez, EA
- Arthur Teller, CPA
- Ashley Davis
- Ashley Wilson
- Avinash Valsarajan
- Barry MacQuarrie, CPA
- Barry Pennett
- Becca Decker
- Betsy Scuteri
- Bhairavi Parikh, CPA
- Bill Cates, CSP, CPAE
- Bob Metty, Ed.D., JD, LLM - Tax
- Brady Lievens
- Brady Suggs
- Brandon Lavigne
- Brenda Berg
- Brian Hershman, EA
- Brian Rutter
- Brittany Westdyke, EA
- Bruce T. Andersen, CPA
- Bryan Cytron
- Burak Genc, EA
- Byron Hebert, CPA, CTP
- Byron Patrick, CPA.CITP
- Caleb Jenkins, EA, CQP
- Carla Caldwell
- Carl Peterson, CPA, CGMA
- Carrie Kahn
- Cassidy Jakovickas, CPA
- Catherine Tindall, CPA
- Cathy Iconis, CPA
- Catina Tongish, EA
- Cavanaugh Nweze
- Charles Costa
- Charlie Russell
- chile
- Chris Bushong, JD
- Chris Chapman, CPA
- Chris Hodge
- Chris James, JD
- Christopher Denton
- Christopher J. Picciurro, CPA/PFS, MBA, ARA
- Chrystal Mejia, EA
- Chuck McGrath Jr, CPA, CFP®, MBA
- Clayton Crouch
- cmugge
- Colin Horsford, CPA, MBA
- Corey Cantor
- Corey Eulas
- Cory
- cvanderla
- Dania Buchanan
- Daniele Griffith, JD
- Danielle Higley
- Daniel D. Morris, CPA, CGMA, TEP
- Danny Tack
- Dave Johnson, CPA
- David K. Boatswain, CPA
- David S. Oransky, CPA/PFS, CFP, RLP
- Dawn Scranton, CQA
- Dawn Sabo, CPA
- Dean Aramburu
- Debbie Ames, PHR
- Deborah Holloway
- Debra Hammer
- Debra Kilsheimer
- dhammer
- Diana Briceno
- Diana Crawford, CPA
- Dmitry Dragilev
- Dominique Molina, CPA, MST, CPS
- Donald P. Wisehart, ASA, CPA/ABV/CFF, CVA, MST
- Doug Duncan
- Eileen Reichenberg Sherr, CPA, CGMA, Journal of Accountancy
- Elcorese Brown
- Elizabeth Hale, CPA
- Eric Clements
- Erick Cutler
- Farhad Rizvi
- Fernando Barraza, CPA
- Firm of the Future Team
- Fredric D. Leffler, CPA, MBA
- Gary Muench, CPA
- Gary W. Wood, CPA
- Geni Whitehouse, CPA
- Gin Goodman
- Gregg Bossen, CPA
- Gwen Peters
- Hal Rosen, CPA
- Heather Satterley, CPA, MSI
- Howard M. Goodman, CPA
- Ian Vacin
- Ibi Ojo, EA
- Intuit Accountants Team
- Iris K. Palma, JD
- Jacob Schroeder, CPA
- James R. Adelman, EA
- Jamie E. O'Kane, CPA, CTC
- January Colandrea, CPA
- Jared Walczak
- Jeff Badu, CPA
- Jeff Wilson, CPA/PFS, CGMA, CFE, CDFA
- Jennie Moore
- Jennifer Conn
- Jennipher Jess
- Jeremy Claybrook, CPA
- Jessica Benton
- jhamilton5
- Jay Hoffmann
- Jim Bourke, CPA.CITP, CFF, CGMA
- Jim Johnson, CPA
- Jim McGinnis
- Joe Abesamis, CPA
- Joe Carufe
- Joe Paddock, CPA, MBA
- John D. Jordan, CPA
- John Mark Wendler, CPA
- Jonathan Bello
- Jon Bickerton, CPA
- Joseph E. Darr II
- josheaton
- Josh Lance, CPA, CGMA
- Juan Macias, EA
- jwilborn1
- Karen Mitchell, CPA
- Karla Huerta
- Kasey Pittman, CPA, MSA Tax
- Katie Lamkin
- Katie Bunschoten
- Kat Roskovics
- Kelly Hathaway
- Kelly Ritter
- Kelsey Uruburu
- Ken Berry, Esq.
- Kenji Kuramoto
- Kessla Sloan
- Kevin Smith
- Kiara Urbina
- Kiara Williams
- Kim Amsbaugh
- Kimberly Doherty, EA
- Kimberly Ellison-Taylor, CPA, CGMA, CISA
- Kim Harris
- Krista Holub
- Kristen L. Metty, CPA, JD
- Larry Gutierrez, CISSP
- La Toya T. Haynes
- Laura Wooten
- Laurence Sarner, EA
- lbonicard
- Lee Pender
- L. Gary Boomer, CPA.CITP, CGMA
- Lisa Brann, CPA, CGMA
- Lisa Greene-Lewis
- Liz Armbruester
- Liz Farr, CPA
- Liz Scott
- Loren Fogelman
- Louis Alleva, CPA
- Luis Loor Jr.
- Marc Berger, CPA
- martineggertintuitcom
- Matthew Fuller
- Megan Genest Tarnow
- Melissa Lin
- mhussain1
- Michael A. Tullio, EA
- Michelle Hammond, CPA, MBA, CGMA
- Mindy King
- Misty Megia
- Molly Kent, CPA
- Myranda Mondry
- Nadia Rodriguez, CPA
- Natalie Pinon
- Nayo Carter-Gray, EA
- ncroft
- Nick Croft
- Nick Summers
- Pamela Duys, CPA, CGMA, MT
- Patrick Carroll
- Patti Newcomer
- Peter Cullen, MBA
- Peter Horadan
- ppalermo
- Ramiro Alarcon
- Ram Shamanna
- Randall Balthrop
- Randy Crabtree, CPA
- Raquel Fernandes, EA
- Rebecca McAllister, EA, LTC
- Rene Cortez, CPA
- Renee Daggett, EA
- Richard Beaver
- Richard Roppa-Roberts
- Ric Honsa, CPA
- Robbie Randall
- Robert Westley, CPA/PFS, CFP®
- Robin Gervais, EA, NTPI Fellow
- Roman Kepczyk, CPA.CITP, CGMA, PAFM
- Romeo Razi, CPA
- Ron Levi
- Rose Moore, CPA
- Ross Olson
- Robby Smith
- Samantha Laramore, CPA
- Sam McCraw, CPA
- Sandi Leyva, CPA
- Sandra Wiley
- Sarah Molouki, CPA, MST
- Sarah Prevost
- Sara Russell
- Scott Sloan, CPA
- Scott Snider, CEPA
- Scott Cytron
- scytron1
- Sean M. Duncan, CPA
- Dr. Sean Stein Smith, CPA
- Seth David
- Sharrin Fuller
- Shawn McMorrough
- Sheila Kilbride
- Sonia Dumas
- Stacey Chase
- Stacy Ennis
- Stephanie Weggeman
- Stephanie Cuningkin, CPA
- Stephanie Sanchez
- Stephanie Friswell
- Stephen L. Nelson, CPA
- Stephen Wright, CPA
- Sullivan Tankersley
- Susan Tinel, EA
- Greg Goldfarb
- Christopher Ragain, CPA
- Marjorie Adams
- Jeff Borschowa
- Dawn Brolin, CPA, CFE
- Jim Buffington, CPA
- Akilah Curtis, CPA
- Michael Cohn, Accounting Today
- Alan Crouse, CPA
- Mike D'Avolio, CPA, JD
- Dorinda DeScherer
- Ronald Baker
- Angela Doheny
- Amy Engler
- Steve Eubanks, EA, NTPI Fellow
- Michael Fleming
- Hector Garcia, CPA
- Joel Hodges, CPA
- Alexandra Halbeck
- Christiane Hile
- Michelle A. Johnson, CPA
- Frank Abagnale
- Elizabeth Joyce
- Kathleen Lach, CPA Magazine
- Stacy Kildal
- Sidney Kess, CPA Magazine
- Darrell Layman, CPA
- Bianca Lee
- Jerry Love, CPA
- Diana Mackie Wertz
- Jordan MacAvoy
- Mariette Martinez, EA
- Russell Banks
- Greg Martin
- Marty McCutchen, CPA
- Karen Mattull, SPHR, SHRM-SCP
- Jackie Meyer, CPA, CTC
- Nade Murray
- Annette Nellen, CPA, CGMA, Esq.
- Alistair M. Nevius, J.D., Journal of Accountancy
- Jorge Olavarrieta
- Nima Patel
- Lori Niederlehner, CPA, SPHR, AAAPM, SHRM-SCP
- Daniel Balofsky
- Pat Porter
- Andrew Poulos, EA, ABA, ATP
- Eric Pulaski
- Kevin Reinard
- Shane Ratigan
- MB Raimondi, CPA, CITP, MS Taxation
- T. Steel Rose, CPA, CPA Magazine
- Alicia Robinson
- Majaliwa Bass
- Roger Russell, Accounting Today
- Sally P. Schreiber, J.D., Journal of Accountancy
- Jeff Stimpson, Accounting Today
- Darren Root, CPA.CITP, CGMA
- Jasen Stine
- David Bergstein, CPA.CITP, CGMA
- David Williams
- Ivy Zhang
- Bryan Tritt
- Zach Welsh
- Amber Zable
- Sherry Woodard
- Steve Bieber
- Pam Welsh
- Paul Bonner, Journal of Accountancy
- Joe Woodard
- Dave Venard, EA
- Eva Velasquez
- Jeff Tubaugh, CPA
- Katie Tolin
- Philip Taylor
- Melanie Milton
- Jim Streets, CPA
- CeCe Morken
- Thomas J. Williams, EA
- Timothy L. Wingate Jr., EA
- Tara Stratton
- Tom Hood, CPA.CITP, CGMA
- Trevor Betenson
- IntuitAngie
- Tyler McBroom, CPA, MBA
- Vanessa Vasquez
- Whitley Schlichte
- Will Baker
- William English
- William Nearhood
- WordPress.com VIP
Earned Income Credit: Tax law changes for tax year 2021 and beyond
Just in time for tax season, get a quick summary of the impact of the Earned Income Credit for tax year 2021.
15 marketing tools to retain your clients
Retention is an important part of your client marketing; get a list from Adolfo Marquez of practical, affordable tools to help you meet your goals.
Everything you want to know about NFTs
Understand the tax consequences of non fungible tokens in this crypto 101 article from Romeo Razi, CPA.
The adoption tax credit for families with children: tax year 2021
Understand the tax treatment for tax year 2021 for clients who adopted a child or children.
How to talk to your clients about retirement
Put on your tax advisor hat and help your clients understand the ins and outs of retirement. Dawn Sabo, CPA, guides you through the process.
Getting your tax and accounting firm ready for retirement
Whether you’re ready for retirement or looking to take a step back, learn what you need to do get your firm ready for a sale. Sharrin Fuller explains.
How a niche in Employee Retention Credits drives profitability and growth
Get the secret sauce as to why Catherine Tindall’s unique niche enables her to continually grow her practice.
Creating more capacity in your firm for advisory services
Learn how to make room for high-value clients in your target segment by determining the actual value of individual clients to transition out non-target clients.
If there was one thing you could change about your practice, what would it be?
Changing the way you practice isn’t easy, but doable. Find out what your peers would change about their practices.
3 proven ways to drive client adoption of your firm’s technology and processes
Help your clients adopt the best technologies and processes with these three simple steps; Darren Root, CPA.CITP, CGMA, explains.
5 SEO mistakes tax and accounting firms make—and how to fix them
Accounting and tax firms often use older search engine optimization (SEO) tactics or hire SEO professionals who are well-meaning, but ill-equipped to deliver great results. When these firms fail to see results, they understandably assume SEO is a scam. But...