Firm & Practice Management

Talking to Clients About Tax Extensions
 

Talking to Clients About Tax Extensions

Posted: March 19, 2019
Because of tax reform, more people than usual may face tax extensions this year. That means that CPAs will likely be talking to clients who have had little or no exposure to these kinds of filings.



On the Cheap: Tax Pros Share Low-Cost Marketing Ideas
 

On the Cheap: Tax Pros Share Low-Cost Marketing Ideas

Posted: February 1, 2019
Getting the word out (and the clients in) during tax season remains the holy grail for preparers. But how to market without busting the budget? Here are some tried-and-true ideas from preparers and industry experts.

The Benefits of Outsourcing Your Firm’s Marketing
 

The Benefits of Outsourcing Your Firm’s Marketing

Posted: January 25, 2019
If you would like to streamline your organization and focus on what you do best, then consider outsourcing your marketing to the experts. Here are seven benefits to be gained.

Tax Season Checklists — Part Two
 

Tax Season Checklists — Part Two

Posted: December 18, 2018
Tax season is busy, so preparing for it now will reduce the stress experienced January through April and help reduce exposure to professional liability risk. Pre-tax-season training of personnel and proactive review of administrative procedures will improve efficiency through April 15 and beyond.

Tax Season Checklists — Part One
 

Tax Season Checklists — Part One

Posted: December 11, 2018
Planning for the upcoming tax season is an important step in managing the professional liability risk associated with providing tax services. This set of pre-tax-season checklists provide many suggestions firms should consider in planning for this work.

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