Ed Mendlowitz

If you want to grow your practice, you can no longer rely on what you have been doing, but what you will be doing for your clients.

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.

As Withum is growing, the needs of the firm continue to expand with newly created positions to provide more value-added services to clients.

There are few constants in taxes, but one of them is Sidney Kess.

The IRS is back open for business and here are some handy resources to help clients with their taxes.

The annual event was an elaborate affair whose purpose was to update our staff on what is going on at our firm as well as what is in the works.

There are many ways of keeping in touch with clients in a regular and unobtrusive manner.

Everything you should do vs. what you can do vs. what you want to do vs. what you will do.

Here are some suggestions of ways to feel happier in 2019.

A benefit of writing these columns is the emails and calls I get from colleagues who share what they are doing.

Getting rid of someone entrenched in your practice is a big deal and can cause much disruption.