Tax practice

Teach preparers how to prepare error-free returns that will elevate their overall quality and that of the entire practice.

My tax season checklists have been updated and are ready for you in a Word file so you can use them as you want.

Taxpayers are more than twice as likely to use DIY tax preparation software as an accountant to do their taxes, but they’re 38 percent less satisfied with the results, according to a new survey.

It all starts with the client onboarding process.

Accounting firm owners and partners who did not get their own tax returns in on time face losing their licenses, being expelled from their professional societies, losing their livelihoods and possibly being imprisoned.

Here are some suggestions on how to pull work out of tax season and push it into November and December to better handle the extra work.

Practitioners share their best practices for the long (relatively) quiet months between deadlines.

Early in my career I always felt I would not be that busy during July and August. Well, the reality never matched my expectations.

The module, which is proprietary to Canopy, allows money transfers between Canopy’s customers and their clients using credit, debit or ACH.

Here are some suggestions to consider and get started on now to help you next year.

If staff do not grow, then the owners cannot grow.

CPA firms were more concerned about various impacts of workload compression than with updating their clients and staff about the latest tax law changes, according to a new survey.

The more of what you do that seems like drudgery, the less fun you will have.

I heard from some colleagues who were particularly upset and expressed overwhelming despair from unbearable pressure during tax season.

Too much of the way accountants run their practices is driven by subconscious habit.

There can be no average fee or even an average fee range. Myriad factors go into determining the price of a review report. Here are some of the factors that affect the fee.

Extend tax season for half a day to debrief. You will be so glad you did.

I’ve heard from many colleagues that tax season was not good. Here are some things that could have prevented or mitigated the problems.

Canopy has introduced a mobile app for managing a tax practice that works with both Apple iOS and Google Android devices.