Tax practice

The following is some of the advice I give when I train or mentor a new tax specialist:

As an accounting professional in the midst of tax season, you probably feel locked into never-ending workdays with the constant pressure of meeting deadlines.

At some point in my practice I had to ask a staff person if he would want to specialize in taxes. The first time occurred over 35 years ago when my main tax reviewer left for a position with another firm where he would be “more important than just a tax reviewer.”

Diversity and inclusion efforts lag in some quarters, according to a new survey.

If you don’t want to drop difficult clientele, try giving them priority care so they won’t pester you so much.

Every client, from the largest to smallest, pays part of your salary, so every client should be treated with respect, care and importance.

CWS CPA LLP has started a new online tax preparation business this tax season known as Henry.tax, staffed by CPAs, including stay-at-home parents who work part-time.

Everyone has a system for managing tax season. Some are good, some are just so-so, and some stink.

A few accountants recently called me to vent about being shorthanded and asked for suggestions on how they could get through tax season without turning down any business or dropping clients.

Weaver, a Top 100 Firm, has acquired the tax practice of Condon & Company, P.C., a firm based in Houston, effective Feb. 1, 2018.

With the new tax law now a reality, the upcoming tax season is the perfect time to showcase your value as a true trusted advisor to your clients.

Checklists are a method of developing a technique where the right things will be done the right way, in the right order.

Adding the right combination of new capabilities will make you more valuable to clients and more scalable as a business. Follow this advice in today’s new advisory landscape.

The Internal Revenue Service plans to ask tax professionals additional questions before providing them with assistance as part of its efforts to improve security.

Ceterus has debuted Ceterus Tax, a managed tax service for small businesses.

RPR Partners LLP, a tax advisory firm in San Diego, has joined Ernst & Young LLP, EY said Tuesday.

Happy Tax, a growing tax franchise, has opened a new tax preparation division aimed at the burgeoning cryptocurrency market.

Use this time of year to do some casual research.

Yelp Inc. can’t shield the identify of an anonymous reviewer who posted allegedly defamatory statements about a tax preparer.

Last week I conducted a breakfast meeting of the Withum Partners’ Network and I was asked a question that was not answered, so I’ll answer it in this column.