Staying in Touch During the Off-Season

Whether Seasonal or Year-Round PracticeWhether you have a seasonal tax practice or a year-round practice geared primarily toward tax preparation, staying in touch with your clients during the…
Whether Seasonal or Year-Round PracticeWhether you have a seasonal tax practice or a year-round practice geared primarily toward tax preparation, staying in touch with your clients during the…
Part III: Representation- Alternatives(When Something Goes Wrong)© Ben A. Tallman EA This is the third & final segment in a three part series on Representation. If you missed the first and second…
Read more about Part III: Representation- Alternatives (When Something Goes Wrong)
Part II: Representation- Before US Tax Court© Ben A. Tallman EAThis is the second part in a three part series on Representation. If you missed the first part, please go back to the previous issue to…
Read more about Part II: Representation- Before US Tax Court
Part I: Representation- Questions from the IRS© Ben A. Tallman EA If you think about the characteristics and skills that separate Circular 230 Practitioners from the rest of the tax industry;…
Read more about Part I: Representation- Questions from the IRS
The Importance of a Web PresenceAn effective web presence has become an increasingly important component of a tax or accounting firm’s marketing strategy. But with the emerging value of social media…
Succession Planning for Smaller CPA Firms Succession planning has not been on the minds of small firm managers, according to The PCPS AICPA CPA Firm 2013 Top Issues Diagnostic Report. The report is…
Bringing In New Clients Compared to previous years, CPA firms are feeling more confident in their growth potential, according to The PCPS AICPA CPA Firm 2013 Top Issues Diagnostic Report. The…
Top Issues for Small Accounting FirmsWhile all accounting firms have some issues in common, there are some significant differences between small firms – those with 1-5 practitioners – and mid-to-large…
IRS’s Annual Filing Season ProgramWhat is the Annual Filing Season Program?The IRS’s recently announced Annual Filing Season Program provides a means by which unenrolled return preparers can obtain a…
Payday Loans and Tax Preparers Each year, 12 million borrowers spend approximately $7.4 billion on payday loans. But the payday lenders have come under growing scrutiny in recent years, as…