the ouches of the tax ‘practitioner’ scam

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

 

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.
read more →

take the time to coach your tax staff

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.
read more →

four best practices for communication

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

 

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:
read more →

america’s running short of financial advisors

bar chart
note: values are estimates. source: mckinsey analysis

 

guess who can fill that gap.

by 卡塔尔世界杯常规比赛时间 research

good news for accountants: america’s running short of financial advisors.

bad news for accounting: america’s running short of financial advisors.

more: maybe the pipeline problem is technologywhat if the staffing shortage is just a myth? | staffing, tech, prices top tax pros’ concerns | five ways to fill the staffing gap | top 10 red flags to watch for in accounting offices | arc | deals 2024: over 100 cpa firm mergers and acquisitions | barry melancon: private equity and the partnership | gear up for growth | does your firm suffer cultural deficiencies? | opportunity awaits incoming aicpa ceo | salary guides for accountants vary widely: whom do you believe? | are you earning what you deserve?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

110,000 short

as if the accounting industry didn’t have enough of a talent shortage, the financial advice industry may soon be looking to scarf up money-savvy professionals from other financial areas. and cpas will be a perfect fit.
read more →