Prepare for Next Tax Season
Expanding Your Business While you may be anticipating extensions, the toughest part of tax season will soon over, and it’s time for you to plan your celebration! We highly recommend that you book a...
View ArticleVolunteer for the Taxpayer Advocacy Panel
Are you looking for a good opportunity to serve your community while advancing your career as a tax professional? Serving on the Taxpayer Advocacy Panel (TAP) would not only be a good opportunity to...
View ArticleHome-Based Business Strategies
While running a business from home can be inexpensive and convenient, it can get tricky as you try to balance work and home life, sometimes all from the same room. In order to ensure that your...
View Article5 Markers of Emotional Intelligence
According to author and entrepreneur Travis Bradberry, “people with average IQs outperform those with the highest IQs 70% of the time.” He goes on to explain that the difference lies in a key...
View ArticleSharpening the Saw
In Stephen Covey’s well-known and oft-quoted book, 7 Habits of Highly Effective People, the last and final habit is known as “sharpening the saw.” Covey explains that this habit “means having a...
View ArticleThe Be-Do-Have Mentality
We’re a couple months into the New Year. How are you doing with those resolutions? Some of us struggle with resolutions. And unless they represent life-long changes, often resolutions can be useless....
View Article5 Simple Tips to End Procrastination
We’ve all procrastinated at one time or another. And while for some, procrastination may represent a brief lapse in productivity, others are plagued with chronic procrastination that threatens their...
View ArticleGood Management Skills
Your ability (or inability) to motivate your staff will be reflected in the quality of their work, morale, and cooperation. By just focusing on just a few things, you can change the temperament of...
View ArticleThe National Taxpayer Advocate Submits Year-End Report to Congress
Every year the National Taxpayer Advocate submits a report to Congress identifying the most significant issues encountered by taxpayers. On January 14th, 2015, National Taxpayer Advocate Nina E. Olson...
View ArticleDeadline for New IRS Program
December 31st of this year is the last day tax preparers can complete the continuing education (CE) requirements for a new voluntary IRS program intended to help taxpayers determine 2015 return...
View Article6 Days of Business
What You Should Focus on in December December often comes before we realize it,and when caught unaware we can miss key opportunities to acquire new clients, secure more business, and create more...
View ArticleHappy Holidays to YOU!
Give Yourself the Gift of Profitability Who wouldn’t want the gift of profitability? That’s probably even on Santa’s wish list. A solid investment in yourself and your business would make a great...
View ArticleIRPAC’s 2014 Annual Report
The Information Reporting Program Advisory Committee (IRPAC) is a federal advisory committee that, using public forums, gathers information regarding IRS reporting issues. Members of the committee...
View ArticleThanking Clients
Everyone likes to be appreciated. Once you realize that your business wouldn’t exist without your clients, it becomes easier to feel genuine gratitude for everyone on your roster. When you are able...
View Article7 Tips for Building Teamwork
Whether you own your own practice with a support staff or work for an employer, you need to be a good team player. This requires you to see your employees as teammates working towards the same goals....
View ArticlePTIN Renewal and New Filing Season Program
PTIN Renewal If you’re a paid tax preparer and haven’t already done so, now is the time to submit applications and renewals for your PTIN. The IRS recently released information, including an audio...
View Article5 Tips in Running a Successful Family Practice
Family businesses: they seem to work really well or fail miserably. That’s not to say that family-run businesses can’t be highly rewarding and lucrative. However, if you’re participating in a family...
View ArticleDeclutter Your Office
Are you overwhelmed by stacks of paperwork? And are your files overflowing with documents? Many professionals expected paperwork to diminish as technology advanced, but old habits die hard, and many...
View ArticleIRS Warns of “Phishing” Scam
On September 24th, the IRS issued a press release warning financial institutions of scams designed to steal FATCA-related account data. Scam artists posing as the IRS have fraudulently requested...
View ArticleStrategic Budgeting
As a financial professional you probably think you’ve got your budget under control. You know numbers and watch your spending to ensure that you are managing your money well. But unless you’re...
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