Tax practice

Three ways of easing the workload and creating a lighter atmosphere are for everyone to follow the system, improve scheduling, and shift some work from reviewers to preparers.

Individual tax return preparation will be revved up going into the last month of tax season.

In order for tax season to be successful, everyone must follow the system.

PKF O’Connor Davies is acquiring Simon, Tapper, Edelman & Wilner; and Ryan LLC is buying MacRostie Historic Advisors.

Tax professionals feel a strong sense of purpose and a positive impact on their communities in helping clients deal with their taxes, according to a new survey.

There are 128 tax season, practice management and personal tips checklists, and a Getting Your Affairs in Order Tool Kit with 25 added checklists.

How do you go from the once-a-year tax preparation client to the coveted evergreen recurring revenue relationship?

The investment will be used to accelerate the practice management software provider's mission to become the default operating system for accounting firms, according to CEO Davis Bell.

To achieve the vision of the tax department playing an expanded advisory role, leaders need the right talent.

Staff need to develop and grow if firms are going to develop and grow.

Employees who work outside regular hours on their own business can bring valuable experience to a firm.

Become adept at using your time effectively and profitably at your firm.

Understanding client expectations leads to a better experience.

The Internal Revenue Service has begun offering online Tax Pro Accounts that practitioners can use for submitting an authorization request to an individual client’s own taxes online with the IRS.

The Internal Revenue Service has launched a campaign this summer to persuade tax professionals to improve their cybersecurity amid an escalating series of ransomware attacks around the world.

A pair of lawmakers introduced bipartisan legislation to regulate tax preparers in the latest effort to ferret out unqualified preparers.

The extra funding will mainly be spent on product development.

Clients howl if invoices rise past a certain level, yet your firm’s services can suffer if it holds back in fear of their indignation. Here’s how to strike the right balance.

No, that’s not a typo. You can focus on five figures per hour once you know how best to leverage your time.

The Internal Revenue Service has been pilot testing new technology allowing for secure tax transcript retrieval that can integrate with an accounting firm’s practice management system.