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… Tax Preparation & Advisory Services

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… Tax Preparation & Advisory Services

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… Tax Preparation & Advisory Services

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 Marketing Tax Preparation & Advisory Services

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… Firm Marketing Tax Preparation & Advisory Services

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… Tax Preparation & Advisory Services

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,… Firm Marketing Tax Preparation & Advisory Services

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… Practice Management Tax Preparation & Advisory Services

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,… Firm Marketing

Leading an effective prospecting meeting during tax season

Tax season is the perfect time to prospect because you have a captive audience. Selling doesn’t come naturally to most accountants. However, since my… Features & Updates

The Case for TaxExact™ – Roberts Accounting, CPAs, P.C.

Imagine this. You are a 25-year old CPA working for a large accounting firm. You have a wife and a 4-month old baby at… Tax Preparation & Advisory Services

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… Tax Preparation & Advisory Services

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…