Tax practice

If you don’t receive a five-star rating from a client, don’t get angry or brush it off.

One person lagging or falling behind or not meeting their due date commitment holds back everyone else.

Which has more priority — reviewing a return that would take two hours to complete, or reviewing 12 returns that would take 10 minutes each?

March 15 is a busy date. The S corporation and partnership returns are due then, so the K-1s can be distributed timely.

By becoming a learning organization, your team can learn to solve their own problems and free you up to focus on clients and big-picture initiatives.

Overpromising and missing deadlines is a guaranteed way to disappoint clients.

A firm found itself shorthanded during tax season when two of its most experienced tax return reviewers left. What should they do?

Get back 10-plus hours of every week with this strategy.

Don’t make tax season the deciding factor in the important things in your life.

Managing a practice is a separate business by itself and needs the care and attention you give to the professional services part of your practice.

There are many more checklists for accountants in the industry.

With the filing season upon us, a raft of brand new challenges await ahead of the April 15 deadline.

The Internal Revenue Service sent a set of recommendations to Congress for how it plans to carry out the far-reaching set of reforms.

With only a few days to go before the end of a difficult year, some accountants and tax professionals are still hoping to finish up some perplexing issues for their clients before New Year’s Day.

The holiday season reminds us to savor time with family and friends, because with the new year, the tax season jumpstarts.

Practitioners weigh in on their preferred mix of tax return types.

Workload compression is a ubiquitous drain on our energies. It appears that staff tax season hours still increase every year.

Do you want to be a high-volume practice that does lots of repetitive work (like a dentist)? Or do you want to be a low-volume practice that solves complex cases and problems (like a surgeon)?

Be aware of cybersecurity best practices, both in internal operations and interactions with other companies.

The coronavirus slowdown has hit the IRS and tax professionals,