Imagine this: It is 4:57 p.m. and you are frantically searching for the nearest location to print, sign and fax the service agreement for a client before the 5:00 p.m. deadline. Time is running out, so what do you do?...
Price is the number one driver of profitability in any business, but too often, professional firms and accountants still enforce the outdated and flawed hourly billing method, driving away some of the best and brightest from the profession. There is...
As April 1 approaches, the IRS warns taxpayers not to be fooled by the tricks scammers use to take advantage of those they target. Scammers use fake names, provide bogus IRS badge numbers and alter caller ID numbers to make...
Critical thinking skills are often mentioned as a key trait employers seek in potential hires. But what exactly is critical thinking? Conversations with other professionals show that not everyone is certain about the definition. Critical thinking can be described as...
Well, the time has finally arrived that allows tax preparers to obtain electronic signatures on Form 8879. It has been a long time coming, but the IRS, in 2014, finally allowed electronic signatures. At long last, another obstacle to achieving...
Everybody wants more time. Becoming more efficient is a sure way to add minutes and even hours to your day. Here are five new habits tax pros should start practicing now so that come tax season, you will become the...
Threepio and R2. Sam and Frodo. ByTor and the Snowdog. Great duos, am I right? (Well, maybe the Rush reference was stretching it. But, did you see Alex on that guitar??). Regardless, all of these naturally go together, just like...
As you can imagine, I regularly talk with professional tax preparers to learn and gain insights on how we can make a difference in their lives and also in the lives of their clients. Each and every one I have...
No matter how many precautions you take, your time may come when you least expect it: You will be the victim of identity theft. After the initial shock, panic and anger, you must quickly regroup, calm down and figure out...
As part of our ongoing series detailing the IRS’ annual “Dirty Dozen” most common tax scams to avoid during tax season, next on the list is identity theft. Fighting identity theft is a top priority and an ongoing battle for...
Imagine this: It is 4:57 p.m. and you are frantically searching for the nearest location to print, sign and fax the service agreement for a client before the 5:00 p.m. deadline. Time is running out, so what do you do?... 
