Tax practice

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.