Tax practice

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?

Client surveys are an effective method to find out what clients are thinking and also give some the opportunity to vent about what displeases them.

Tax season ends today and some of you can rest well tomorrow after concluding a successful tax season. However, some of you won’t be resting easy because you had a lousy tax season.

The last week of the “official” tax season is starting right now. Here are some things I did to lighten the mental load.

One of the most useful pieces of equipment you can have in your office is a document scanner.

There’s nothing more valuable for successful people than saving time and having complex things simplified.

When preparers or younger accountants complete their assignment, but before they submit it for review, they should review it for reasonableness.

Despite ongoing challenges, your practice's busy season doesn’t need to be a disaster.

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.