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Better client management processes will lead to a happier tax season.
April 2 -
Preparer reactions to filing season this year are … complicated.
April 2 -
Tax pros weigh the pros and cons of different levels of filing this year.
April 2 -
Tax reform and other issues have created a flood of unwelcome prospects.
April 2 -
Tax professionals offer their top strategies for surviving and thriving through April 15.
March 26
Canopy -
As tax season deepens and hold times get longer, pay attention to these warning signs.
March 19 -
Tax pros share the things they overlooked or wish they'd done differently this year.
March 5 -
The IRS's latest data shows filings are off to a slightly slower start than last year -- but not much slower.
February 25 -
Kids don’t say the darnedest things -- tax clients do.
February 19 -
Tax pros share how they discuss preparing for the Golden Years with customers.
February 12 -
Use tax season to identify those who need your help after April 15.
February 8
The Visionary Group -
This simple checklist will reward you throughout the year.
February 5
AccountantsWorld -
Getting the word out (and the clients in) during filing season remains the holy grail for preparers.
January 31 -
The service is currently unable to reschedule the event.
January 22 -
The TaxBuzz and CountingWorks lists are based in part on client reviews.
January 22 -
One common question: ‘Do I still have to pay?’ (Yes.)
January 15 -
Some customers felt their refunds weren’t as much as the tax prep chain’s campaigns had suggested.
January 10 -
Over 30 states now have a 10 Business Day Rule in place.
January 7 -
Practitioners share which designations they’re pursuing – and which their clients value.
December 18















