The Promise of the 1040 Postcard: A Missed Opportunity

The form 1040 is the form most taxpayers use to file their annual tax returns.  In addition to supplying basic information about the taxpayer and his/her family, it acts as an overview or listing of various types of income, deductions, and exemptions.  It also acts as an index to other necessary schedules which support the items on each line. Of course we CPA’s, other tax professionals and the general public…  Read more

Announcing the Top 50 Cloud Accountants of 2017 (North America)

  We embraced the cloud to help our clients accomplish the “6 W.R.I.T.E.S.”: Wealth Generation, Risk Reduction, Increased Profits, Time Savings, Expense Control, and Stress Reduction. Thanks to the time-saving benefits of the cloud, we were also able to volunteer as a member of various professional groups, including the National Conference of CPA Practitioners and the Intuit ProConnect Tax Council. Read more  Read more

2017 Tax Proposals Still in Flux: Tax Cuts and Jobs Act

  There has been a buzz throughout the accounting world concerning the new proposed tax laws. I have been scouring the newspapers, speaking to others at conferences and holiday parties and watching the nightly news to see who voted on what and how. What’s a person to do if these changes are implemented? You can visit the following links to read the analysis’ that appeared in the NY Times and…  Read more

Teach a Man/Woman to Fish…

I have returned from an amazing 3 day tax and accounting symposium on Long Island sponsored by my professional group. Bad news – there were so many great sessions, it was hard to choose. Good news – most of the sessions were taped, giving me a chance to listen to those I may have missed during some down time in my office. No one believes that their education ends when…  Read more

Moving to the Cloud: One Firm’s Journey from the “Aha Moment” to Finding Success and Comfort

Like many of you in the accounting profession, I attend several accounting and technology conferences each year to listen to industry leaders and network with my peers. I read countless articles and survey result reports about the future of accounting and business and pick the brains of the accounting conference sponsors. It was the last week of April 2015. I was a participant in a special mini marketing/business growth program.…  Read more

Want to grow your business? Our Free Resources will Help