Ed Mendlowitz

When preparers or younger accountants complete their assignment, but before they submit it for review, they should review it for reasonableness.

Three ways of easing the workload and creating a lighter atmosphere are for everyone to follow the system, improve scheduling, and shift some work from reviewers to preparers.

Individual tax return preparation will be revved up going into the last month of tax season.

A very successful colleague once told me that the alternative to getting what you want was to reduce expectations. Here are some additional alternatives.

In order for tax season to be successful, everyone must follow the system.

Learning needs to be continuous, yet a lot of accountants aren’t growing.

Small-firm owners and partners are in the best position to advise their clients on the giving, holding and receiving of this wealth.

There are 128 tax season, practice management and personal tips checklists, and a Getting Your Affairs in Order Tool Kit with 25 added checklists.

Growth can come without the plan, but that is settling for less than you might be capable of or destined for.

About 300 Withum’ers attended the annual event in person and 1,200 watched on Zoom.