business owners

Are You Ready for the New Beneficial Ownership Information Reporting Requirement?

As the new year begins, small business owners are likely focused on coming out of the gate strong, ready to tackle new revenue goals or even prepare for the 2024 tax season. Amid the hustle, the new reporting requirement from the Financial Crimes Enforcement Network (FinCEN) may come as a sudden surprise. The goal of […]

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How To Make More Money Through Continuing Education

As a tax professional, you know you’re required to take continuing education classes. License renewal requirements vary by state and all of them call for a certain number of technical study hours. The problem is, while those technical study hours may help you keep up to date on tax-related issues, very few (if any), actually

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How To Answer The Not-So-Quick Estimated Tax Payments Question

This month we’re focusing on answering some of the most common “quick questions” that clients asked. If you missed our previous posts in this series, you can find them here, here, and here. All caught up? Great! Let’s jump into our final quick question: “How much should I pay in estimated tax payments?” It may

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growth tax time

How To Conduct An Income Growth Strategy Session

During tax season, most CPA’s put in at least 60 hours of work each week. They don’t have the ability to look at growth opportunities for their clients at this time. It’s an exhausting few months filled with tight deadlines, anxious clients and more often than not, too few hours in the day to get

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