Month: February 2020

The Hazards of Selling to a Related Party

You may have a client who comes to you with a “great idea” to sell their property to a family member at a loss in order to get a juicy tax deduction. Your client may ask the family member to resell it to them later, or maybe your client plans to just continue to use …

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Get Organzied

How To Help Your Clients Get Organized At Tax Time

You can add value to your relationships with clients by assisting them in coordinating their tax documents for their CPAs and get organized. By helping your client get organized for tax season, you’ll also be helping your client’s CPA. You’ll save them from having to waste time trying to get what they need and in …

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Budget Effeciency

The Surprising Link Between Workplace Efficiency & Your Budget

As a tax business owner, you know the importance of constantly looking for ways to reduce costs.  We’re going to help you by sharing the benefits of increasing workplace efficiency. Workplace efficiency has a sort of domino effect to it: Every time you practice efficiency in the workplace, you decrease the amount of time (and …

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