Patti Newcomer, VP of Marketing and Analytics for Intuit ProConnect, interviews Jackie Meyer, CPA, about how she gets ready for tax season, including reviewing systems, technology and staffing.
Meet Jeff Wilson II, owner of The WII Group in Clinton, Md. Jeff has four full-time employees and three part-time/contract employees, and processes 100 to 150 returns each year. A QuickBooks ProAdvisor®, Jeff is advanced certified in QuickBooks® Online (QBO)...
Meet Alejandra Matias, a QuickBooks ProAdvisor® certified in QuickBooks® Online who started her practice, Taxes United LLC, in Phoenix in 2010. An Intuit® ProConnect™ Tax Online customer since 2010, the firm has two full-time and two part-time/contract employees, and processes...
We invited Jackie Meyer, CPA, CTC, MSA, a member of our Intuit® ProConnect™ Tax Council, to share insights about her online tax practice. Over the next year, we will learn how Jackie manages her practice and makes a difference with...
Meet Jackie Meyer, CPA, owner of Meyer Tax Consulting, LLC, in Southlake, Texas (a suburb of Dallas). Here’s a snapshot of Jackie’s practice: By the Numbers: Intuit® ProConnect™ Tax Online customer since: 2012 Employees: 5 Returns per year: 150 Started practice:...
Meet Kevin Wenig, CPA, owner of his own firm in Trumbull, Conn. Kevin is an Intuit® Tax Online user who definitely thinks outside the box. His website even says, “We are more than just a bunch of pencil-pushing geeks; we’re...