Tax practice

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.