Tax Preparation & Advisory Services
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Outsourcing the 1040 Review
You read it right…the 1040 review itself. CPA firms across the country are outsourcing compliance processes in order to gain time to focus on…
Modernizing the 1040 Review for Efficiency and Accuracy
It’s a bottleneck in almost every accounting firm…the 1040 review. Indeed, many firms are actively shedding as many 1040s as they can to reduce…
How to eliminate the 1040 tax workflow bottleneck for reviewers, managers, and partners
Looking back on yet another stressful tax season, we are hearing a lot about the continued bottleneck and pressure on reviewers, managers, and accounting…
How to engage with clients post tax season
Now that tax season is over, and you get your life back, this when many accountants take much needed vacations and re-evaluate processes and…
What is one thing you can easily miss in the tax return delivery meeting with your clients?
You are in full on survival mode with a week left in tax season. Maybe dreaming of when you can leave the office and…
What if you had a safety net for common mistakes made during 1040 tax preparation?
It’s Thursday evening at 8:30. You’re busy working through at least the tenth 1040 review today. You should be home. Tucking kids into bed,…
When prospects call for pricing
How many prospects call your office this time of year and ask what your price for tax preparation is? More importantly, how do you…
What this innovative tax firm is doing to make ‘hustle season’ more bearable
I had the opportunity recently to sit down with Kristen Keats, Owner of Sherwood Tax & Accounting. Imagine tax season without burnout. Better yet,…
Calling all tax firms: 1040 reviews done for you this tax season
Tax season is merely days away. The last two tax seasons have been abominable. Will the old adage, ‘third time’s a charm’ provide any…
What every tax accountant needs to know about their clients
Every tax accountant has 1040 clients. And, while many firms are focused on proactive advisory services that go along with business clients, the people…
Getting it right is work that matters.
TaxExact™ is expanding as we continue to grow our footprint in the marketplace! We recently added a talented accountant to our team as a…
Does your 1040 workflow support what clients are really paying you for?
Tax returns are table stakes. Everyone can do them. So, how are you going to stand out? What your clients pay you for is…Topics
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