Building Service Models for Handling Uncertainty and Tax Reform

If tax professionals are still scrambling to decipher tax reform and the various code sections of the Tax Cuts & Jobs Act, how do small business clients and individual taxpayers feel with all this uncertainty? What can we, as their trusted advisors, do to help make them feel secure and know that they have a partner to develop a strategy to deal with these tax law changes? In 2016 and…  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

Apps That Can Help You Get Through Tax Season

With another tax season on the horizon, we talked to several of our tax professionals and Intuit® ProConnect™ Tax Council members about what apps and software they love the most. Many of these apps save them time each day, while others help them make the most of their free time so they can truly focus while at work. We hope these favorite apps help make tax season a little easier…  Read more

Keep Your Tax Team Together with Remote Staffing Strategies

Monica and Myriam are smart, loyal, self-motivated, conscientious, independent people; both irreplaceable members of my team. Years ago, they separately told me they were moving to different states. At the time, we had a decision to make: part ways or find a path to keep my indispensable team members. Today, I have two full-time employees who live in other states. When we first experimented with working remotely, we were relegated…  Read more

Tips for Tax Pros Working Virtually

Whether you’re on vacation, at a firm retreat or simply away from the office, all of us connect while we’re gone to our work, family and friends. Nowadays, it’s not a matter of if you’re going to connect, but rather how to do it consistently and efficiently. We asked several tax practitioners for their guidance. Read more on tips for tax pros working virtually in Scott Cytron’s article on TaxPro…  Read more

5 Reasons You Should Join a Professional Association

Years ago, I trained and raced a six-“man” outrigger canoe as a member of a local club. A few mornings each week, our team would meet at the boat and train for several hours to ensure each team member set his paddle into the water simultaneously, producing a consistent stroke rate and length. Over the course of the summer, our team participated in 10 40-mile races on the East Coast.…  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

Unlike Previous Disasters, Few Tax Breaks After Sandy

It’s tax season and many residents of New York and New Jersey lost homes, property and paperwork, making this season particularly difficult, but after Sandy, residents aren’t getting the kind of tax breaks that victims of previous national disasters have received. The IRS released a slim volume back in 2006, known as Publication 4492. If you missed it, that’s because it applied to victims of Hurricanes Katrina, Rita and Wilma,…  Read more

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