Which has more priority — reviewing a return that would take two hours to complete, or reviewing 12 returns that would take 10 minutes each?

March 15 is a busy date. The S corporation and partnership returns are due then, so the K-1s can be distributed timely.

Overpromising and missing deadlines is a guaranteed way to disappoint clients.

While email is the most expeditious way to communicate, we have to be mindful and thoughtful about what we choose to share before clicking send.

A firm found itself shorthanded during tax season when two of its most experienced tax return reviewers left. What should they do?

Don’t make tax season the deciding factor in the important things in your life.

Managing a practice is a separate business by itself and needs the care and attention you give to the professional services part of your practice.

There are many more checklists for accountants in the industry.

AICPA CEO Barry Melancon gave an annual presentation for the Accountants Club of America that discussed accountants and small business clients.

Not too many firms conduct such meetings, whose purpose is to update all team members on how the firm is doing.