Discover how to modernize your practice through this engaging video with Darren Root and John Mitchell.
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- Jeff Wilson II, CPA/PFS, CGMA, CFE, AFC
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- Joe Carufe
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- Michael Cohn, Accounting Today
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- Alicia Robinson
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- Roger Russell, Accounting Today
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- Jeff Stimpson, Accounting Today
- Darren Root, CPA.CITP, CGMA
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- David Williams
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- Joe Woodard
- Dave Venard, EA
- Eva Velasquez
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- Katie Tolin
- Philip Taylor
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- CeCe Morken
- Thomas J. Williams, EA
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Focus on fraud: Romance and remarriage in later years
Get key insights on how to help your older tax clients, especially widowers, to avoid fraud and other security mishaps. Christiane Hile explains.
IRS sending letters to 36+ million families who may qualify for monthly Child Tax Credit
Marketing outside your neighborhood: Developing your plan
Get a comprehensive step-by-step guide from Misty Megia, a frequent ProConnect virtual conference presenter, on how to increase your marketing efforts to get more business.
How to prepare for the next crisis
Get several best practice tips from Jasen Stine on how you can help your clients plan for a crisis.
How has COVID-19 transformed your firm?
COVID-19 has transformed our lives, but how has it transformed you firm? We asked our Tax Pro Center authors for their feedback.
Families get “extra credits” under the American Rescue Plan of 2021
Get a summary of tax credits available to your clients under the American Rescue Plan Act of 2021.
June 2021 tax and compliance deadlines
Expanding your tax practice through referrals
Getting and giving business referrals takes a bit of work, time, and patience. Get a clear plan from Katie Tolin on how to build your firm by making stronger connections.
7 ways to create proposals that sell
Learn how to perfect your proposals with these best practices from Josh Lance, CPA, CGMA.
How to cross sell services in your tax firm
Sales may not be your primary trait, but it’s necessary in any tax and accounting firm. Get several timely tips from Will Baker on how you can cross sell services in your firm.
