Industry Insights

Janel Sykora 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 firm partners. You can automate the… Practice Management

2020 Tax Season: An Opportunity or a Checklist?

Tax season was brutal this year, and extension season wasn’t much better. It’s in the rearview mirror now which presents an opportunity for us… Practice Management Tax Preparation & Advisory Services

The Elephant in the Room: Human Errors and Tax Notices

Humans make mistakes - it’s a fact. And it’s also the one thing that all tax preparers have in common. Transposition errors, excluding important… Practice Management Tax Preparation & Advisory Services

The Reviewer Bottleneck We All Face During Tax and Extension Season

I know you’ve been there. It’s 11:30 pm, and you’re still at the office with a stack of returns to review. You’re exhausted and… Practice Management

The “Aha” Moment That Transformed My Business

In January 2014, I opened my practice. With a wife, a baby, and a vision to create a CPA firm focused around our clients’…