Displaying: Recent Posts

5 tips for preparing your tax returns faster

Tax season is a stressful time for taxpayers and their accountants. However, there are ways to make it less, well, taxing for everyone involved. Prepare your clients for Tax Day by sharing the following five tax return tips for making the entire…

Full story 

7 ways to re-engage with tax clients

During the busy tax season, you likely spend significant time engaging with clients. You answer emails and text messages, take phone calls and schedule meetings, all in preparation for Tax Day.  But what happens after your clients’ tax returns are filed? One…

Full story 

6 study tips for tax professionals

If you plan on taking a professional certification exam or continuing education (CE) course, you’ll need to put in a lot of study hours. For tax professionals who have been out of school for a while, getting back into the study habit…

Full story 

Beginner’s guide to bookkeeping

A bookkeeper fills a critical role for any business, and that is the recording and organization of financial transactions. These include customer payments for goods and services, business payments to vendors and contractors, and loan and rent expenses. Without proper bookkeeping, a…

Full story