Tax practice

We have a short window during the next month where we can reduce tax season compression, have better served and happier clients, and make more money.

Many firms require a minimum of 60 hours a week during tax season, forcing humongous overtime. Here are some ways to lessen the burden.

The review process is an easy way for a firm owner or partner to become aware of an unusual activity for a client, and for the preparer to learn more about that client.

You are the role model of what many of your staff will aspire to. Ask yourself if you would enjoy working for you.

We have rigid and uniform procedures for almost every step of the tax preparation process.

There are several key strategic considerations for the in-house practitioner to put their company in a strong position to resolve a tax dispute.

Having a goal of added services for 5% of tax clients generates revenue and in some cases provides a life-altering benefit.

As you look to the 2023 tax season, here’s what it takes to move to an advanced cloud-based tech tool.

As you counsel your clients about the importance of business transition planning, are you also creating a strategy for your own optimized exit?

If your employees unionize, what do you think the union reps would ask for?