August 2020

Creating a More Efficient and Secure Practice Through Client Portals

Leave a Comment / Blog, Business Strategies, Tools /

Since sending clients their tax returns via email is not an option, accountants are searching for alternatives to email communicating and collaborating with clients. Client portals offer a secure alternative with added benefits. Many firms are experiencing significant time savings and increased office efficiency through the use of client portals.  Not only does this help […]

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How to Protect Your Client’s Retirement

Leave a Comment / Blog, Business Strategies, Individual Strategies, Investments, Loopholes /

Income taxes are one area where your clients can make a substantial number of mistakes when planning for retirement. Many individuals do not have the knowledge or training necessary to protect their client’s retirement correctly. Thousands of dollars may be forfeited in this way, resulting in a lower standard of living for your clients. Retirees

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Micro-Captive Transactions Taken off Annual List of Tax Season Scams

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If it wasn’t bad enough already that a deadly virus is sweeping the globe, turns out criminals and ne’erdowells alike are still trying to steal money from hardworking Americans. Luckily, the IRS has an excellent track record of catching criminals and ne’erdowells, just ask Al Capone. Every year the IRS releases a list dubbed ever

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