Customers are Right

The customers are always right

Referrals

Referrals are key to growing a tax and accounting firm

Accounting Workflow

6 steps to optimizing your workflows

IRS Red Flags

Common IRS red flags

High-net-worth clients

Tax advising for the high-net-worth client, part 1

Beware of tax scams

Help your clients battle identity theft risk related to unemployment

Finanical Statements

The stories your clients’ financials tell about their business

Finanical Reporting

The importance of accurate financial reporting

Section 529 plans

Tax lessons for teachers

Public Relations

How any tax accountant can develop a winning PR pitch

August Tax Deadlines

August 2021 tax and compliance deadlines

Medical Expenses

Maximize medical expense deductions for 2021