Tax practice

Tax season usually is the most stressful period of the year for accountants. Staying calm will help you, your clients and staff.

Take the long view with your practice and don't miss any opportunity to train a staff person properly, as shown in these three anecdotes.

Deep in the heart of busy season, you may not be feeling much empathy for clients who have been procrastinating and are so disorganized, but you should.

Part of growing is for your staff to also grow. That growth comes when they are empowered to take charge, supervise, and make decisions.

What will the tax implications be for CPA clients and practice owners? Where are interest rates headed? What about inflation?

Ed Mendlowitz is making 190 tax season, practice management and personal tips checklists available in a usable searchable Word format.

CPAs must navigate conflicts of interest, transparency, and confidentiality while representing clients in IRS negotiations.

Over half of accounting and tax firms plan to increase fees across all services in 2025, according to a new survey.

Tax season is about providing superior, high-value services to clients. That means doing everything necessary to make the experience working with you pleasant.

Most accountants have just completed their tax season for last year's returns and are probably not thinking about their next tax season. But they should.

Each year Ed Mendlowitz prepares and provides to colleagues with a free, updated checklist file. This year's has 370 pages with 205 separate checklists.

After my last column about spreading out the tax season, several readers contacted me to share their experiences about making busy season more sane.

When you announce the new tax season to your clients, let them know it's a new benefit you're offering.

Here's a step-by-step guide to calendar blocking.

There are advantages to an extended (but carefully scheduled) tax season.

Tax season is the best time of the year for memorable on-the-job experiences.

PricewaterhouseCoopers US is realigning its organizational structure across three lines of service — Assurance, Tax and Advisory — starting in July.

There are just three things clients want to know at tax time, and video summaries can provide the answers.

if you do not feel good about tax season, ask yourself what upsets you.

Here are some tips for showing your appreciation to your staff in the closing days of tax season.