and 5 ways to get more business tax clients.
question: i need a few more clients for tax season. any suggestions?
response: since we will be getting ready for tax season now is a good time to address this. here are two checklists, one for individual returns, the other for business client returns.
checklist: 10 ways to get new individual tax clients read more →
question: this is not a question that an accountant asked me, but a fellow traveler on my vacation. he was using a tax preparation service and wasn’t happy and felt he could do just as well by doing his own tax return. i told him there were many benefits to using a tax professional like a cpa or ea that were well worth the extra cost. so my question to myself is “what are they?”
response: people with rental property, unincorporated businesses, investments that generate k-1s, grantor trusts, substantial investments in marketable securities or large retirement accounts and 401(k) balances need to engage a professional firm, and this checklist is directed toward those clients. read more →
what accountants know – and don’t know – so far.
by matt powalski, cpa
pkf texas
a global technological phenomenon called bitcoin has spread all over the news and media ever since its inception in 2009. this digital technology is a trading platform and payment system that can act as a form of currency, property or stock.
cpas, accountants and financial professionals, no doubt, will want to become more familiar with bitcoin, in order to advise their clients and employers on the topic. read more →
today’s topic: software and technology.
卡塔尔世界杯常规比赛时间 conducts surveys all the time, but we like to ask periodically if there are questions we just aren’t asking that you need answered.
we’re giving you the opportunity to help your fellow accountants with their pressing questions.
how do accountants work best when out of the office?
join the survey; get the answers
in comments, it gets political.
by 卡塔尔世界杯常规比赛时间
call it what you will – the affordable care act or obamacare – accountants are calling it opportunity.
when we asked recently, “what’s the future of the professional tax preparation business?” a number of respondents called out the affordable care act.
“i think as aca takes effect we will be busier than ever before,” said jay d. parks of jay d. parks & associates, cpas in edmond, okla. read more →
last-minute surge closes busy season 2014 with strong gains in e-filing. by 卡塔尔世界杯常规比赛时间 in a late-season rush, tax professionals eked out their first volume gains in three years, and continued to lose market share to do-it-yourselfers, according to a … continued
accountants gear up, from paperless to cloud.
by 卡塔尔世界杯常规比赛时间
many of the most successful accountants in tax season 2014 found new growth and profits by leveraging new cloud and paperless technologies, according to the 卡塔尔世界杯常规比赛时间 busy season barometer.
join the survey; get the results.
today’s bonus question: plans for 2015
sound off: marking the end of the busy season
congratulations! you’ve survived another season of long nights, saturday workdays, cranky clients, buggy software and cutthroat competition. now it’s time to party, kick back, relax, reconnect and unplug.
the 卡塔尔世界杯常规比赛时间 busy season barometer is hearing it all. here are some of our favorite comments from some of our favorite readers…
join the busy season survey; get the results.
today’s bonus question:
celebration plans read more →
sound off: busy season ‘much better’ than last year in client appreciation, software and fees
卡塔尔世界杯常规比赛时间 research
better software, well-prepared clients and some fee increases are spelling an improved tax season this year for many practitioners.
the annual 卡塔尔世界杯常规比赛时间 busy season barometer shows about 47% of some 1,191 practitioners canvassed in the last 30 days say their season so far is at least “somewhat” or even “much” better than last year’s. on the other hand, about 30% are reporting no change from last year and about 24% say business is “worse” including about 4% who call it “much worse.”
join the survey; get the results.
today’s bonus question: lessons learned
sound-off: busy season ‘much’ worse than last year.
卡塔尔世界杯常规比赛时间 research
the nation’s tax professionals are heading into the final days of the 2014 season brimming with optimism that all the hard work may be paying off. but the hard work isn’t over yet and it isn’t paying off for everyone.
join the survey; get the results.
today’s bonus question: lessons learned
question: your book recommends having the preparer fix all errors. however, this is not always possible and our main concern is to get the returns out, so we usually have the reviewer make the changes, except if it looks like there will be extensive changes. isn’t this the way we should do it?
response: i receive the most comments about this issue, so i usually spend a lot of time rethinking this.
question: what do you think is the key to a successful tax season? response: there are many things needed for a successful tax season, but training and supervision are at the top of the list. this is being written in … continued