CPA firms are becoming more niche driven and expanding into greater advisory roles.

I’ve heard from many colleagues that tax season was not good. Here are some things that could have prevented or mitigated the problems.

For me the last week of tax season was always my busiest week. Let me share some last-minute observations.

We can offer clients a huge value and also generate some additional revenue for ourselves.

We are down to the last three weeks of tax season. How much better can it get?

You are in the middle of a war trying to get returns done, staff assigned, clients satisfied and cooperative.

Each checklist was developed based on a need, at that time, and at times I use almost every one — though some much more than others.

When I started working, in 1963, the IRS had a policy where everyone preparing and signing tax returns had to be an enrolled agent.

The complexity of everything that needs to be done is making running a practice more difficult for many small firms.

Self-satisfaction and complacency is what has led many well-known institutions into oblivion.