It’s Conference Season Yet Again, Have You Created a Plan to Get the Most Out of Your Experience?

I was excited to contribute to the article “Short and Sweet Networking Tips for Your Tax Practice.”  which went live last week;  the URL is   https://taxprocenter.proconnect.intuit.com/practice-management/short-and-sweet-networking-tips-for-your-tax-practice/. I  love collaborating with other tax professionals about issues in our practices and our industry; again one of the advantages of attending industry specific conference. Here is my full submission which included several other important points that I feel work well for any industry: In…  Read more

3 Ways Fantastic Customer Service Helps Grow Your Business

Small business owners know that to encourage and maintain a loyal customer base, they must stand out from their competitors. Offering outstanding customer service should be the cornerstone of any business and one of the best ways to create and maintain your customer base. How you and your staff treat your customers/patients/clients reflects on your entire business. Unfortunately, many small business owners focus a lot of attention on their products…  Read more

Know When to Hire An Expert, or … Just Say No to Breakfast

Think your taxes went up because of the new tax law, think again. It may be time to hire an expert! Caution! Don’t have breakfast at my house. Those who know us, know that even though the coffee is amazing, our refrigerator is usually bare. Of course if we know you will be visiting we will pick up bagels and cream cheese and you are in luck if we are…  Read more

Take a Successful Tax Minimization or Business Improvement Journey

It’s called DISCOVERY because that’s when we get to ask the questions…. WHO – are we focusing on your personal or business goals or challenges or all of the above WHAT – are those goals or challenges, let’s not focus on a solution “I need to set up a retirement plan”. Let’s focus on the goal “I would like to be able to retire in XX years and be able…  Read more

Are You Working on Minimizing Your Taxes…or Just Projecting What You Expect to Pay?

Do you feel like you are paying too much tax? Yes I know that almost everyone feels that way, but what if you are, and can do something about it… Right now our office is working on several tax plans that utilize: • capital gains planning • entity selection • income shifting • tax deferrals • charitable giving strategies • accountable plans • & more These proactive plans are saving…  Read more

What is Your #1 Piece of Advice to Clients in 2019?

The new year brings with it new challenges and opportunities, especially considering the impact the Tax Cuts and Jobs Act has on tax year 2018. Read more about what our owner, Andrea Parness CPA and other Intuit® ProConnect™ Tax Pro Center authors advise to clients in 2019. Read full article  Read more

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