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avoid the top 12 tax return preparation errors

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red word "error"

the good news: they’re preventable.

by ed mendlowitz
tax season opportunity guide

here are the top 12 tax return preparation errors:

  1. number transposition and spelling errors. this includes income and deduction amounts and client social security numbers, addresses and zip codes. spelling errors should also be avoided – they indicate a lack of attention to what you are doing.

more by ed mendlowitz
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  1. unreported 1099 income. clients frequently leave out 1099s, but the preparer should make sure all 1099 items from last year are accounted for. missing 1099s that were not final for last year should be accounted for.

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the ouches of the tax ‘practitioner’ scam

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bar chart

and two steps to protect taxpayers.

by 卡塔尔世界杯常规比赛时间 research

in case you haven’t noticed, the world has no shortage of scammers. if don’t believe it, check your email inbox and spam folder. count the nigerian widows, the miracle pills, the fake invoices, the contests you’ve won and all the other attempts to rob you.

more: could the irs do better with the phones? | irs sluggish on identity theft | tax preparers share advice for your clients | check these 41 items on business tax returns | irs must speed up tax return processing | first tax filing reports are in | cut down your tax work in progress | steve yoss: unlocking business insight with power bis | quick tax tip | more than 1 million erc claims still not processed | art werner: the godfather and tax issues | quick tax tip | advanced tax preparers need managing, too | the top ten problems the irs still needs to fix | tax pros gear up for a better busy season | irs processing up; payouts down | help tax clients help you | art werner: beneficial ownership and control | quick tax tip
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one of the most painful scams is the shyster tax practitioner. innocent, well intentioned taxpayers come looking for help only to find themselves paying a fee to be tossed into the labyrinthine hell of the irs bureaucracy.
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take the time to coach your tax staff

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two businessmen looking at documents

true tales about the busy season.

by frank stitely
the relentless cpa

your first role as ceo is chief strategist. that means putting the right people in the right roles with the right resources.

your second role is trainer and coach. this role is closely related to your role as chief strategist. you can’t put the right people in the right positions without the right people. this second role is about creating and keeping the right people.

more by frank stitely
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

unfortunately, few of the people you hire will be the right people immediately. you have to grow them. they aren’t necessarily slackers or stupid. they have never worked in a forward-looking, well organized firm like yours. if you have made it this far through our discussions, you are well on your way to creating an extraordinary firm.
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four best practices for communication

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woman listens as two clients speak

show that you value your clients – and yourself.

by martin bissett
 business development on a budget

i’ve had the benefit of meeting, speaking and observing hundreds of very successful and unsuccessful partners over the last two decades and there is indeed a set of differentiating factors that set a partner apart from the chasing pack.

more by martin bissett
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here are the four “best-selling behaviors” that i’ve observed:

1. road tested

none of us can have a track record of partner-level excellence on day one in the position but we can be road tested in four ways:
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