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...
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...
It’s that time again, and we either love it or hate it. What’s the secret to a great tax season? After 30+ years of weathering this storm, here are five ideas that will help you have a successful year: #1:...
Did you accomplish your goals for the most recent tax season? What role did technology play in expediting your work? In “Reflecting on Your Tax Season and How To Improve The Next One,” a session held during the April Intuit®...
From Nov. 10 through Dec. 9, 2016, two teams of Intuit® ProConnect™ Lacerte® instructors visited and trained more than 1,900 loyal customers in 15 cities across the country in California, Maryland, New York, Illinois, Nevada, Colorado, Arizona and Texas. The...
Tax season has officially begun, and we know that means your schedule is heating up. We’ll keep these in-season tips brief and targeted on ways to help you save time, while offering stellar customer service to your clients. #1: Go...
To sail efficiently through tax season, you will want to have powerful, time-saving tax software in place, including Intuit® ProConnect™ Tax Online, Lacerte® or ProSeries®. These tools can save you up to 52 minutes on a complicated return.* However, additional opportunities...
New regulations have dramatically increased the number of e-filed returns in recent years. While this shift in the filing process saves time for tax professionals and their clients, it also opens a new window of liability for tax professionals. Where...
Since the IRS mandate in 2012 requiring that a tax professional or firm filing more than 11 forms in a year must use e-file, the volume of tax returns filed online has skyrocketed. In fact, according to efile.com, 91 percent...
“Embrace innovation and change.” This familiar advice was reiterated recently by Mark Koziel, vice president, Firm Services & Global Alliances for AICPA, in an interview with the Journal of Accountancy. In another response to how firms are preparing to experience...
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... 
