Ethical Concerns in Using Tax Planning Software
What are my ethical responsibilities when I use software to produce a tax plan? In the world of taxes, there are many ethical issues that
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9 Action Steps to Take to Create a Website That Converts
Have you ever wished you had the key to converting more of your leads into paying clients? We’ve got good news for you. Today we’re going
Are Your Clients Taking Advantage of Sellable Tax Credits?
State governments realize the economic benefit of spending billions of dollars on tax credits. Are your clients taking advantage of this? Many are not due
Why Your Database Is Your Most Powerful Asset
As the old saying goes, it takes money to make money. Sure, your small business owner clients can bootstrap their new business to a certain
Creating a More Efficient and Secure Practice Through Client Portals
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
How to Protect Your Client’s Retirement
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
Micro-Captive Transactions Taken off Annual List of Tax Season Scams
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
Common Miscues That MAY Get Your Client Audited
Is one of your clients about to get audited by the IRS? Have you ever wondered why some tax returns are audited, while others aren’t?
Using Newsletters for Email Marketing to Build Relationships
Finding a way to stay in touch with clients and prospects is not only a great way for marketing financial planning, but a great way
Designing a Workflow System
Designing a Workflow System A Deep-Fried Workflow Model One of my summertime favorites is an annual trip to the fair. Although the summer fairs generally
5 Things To Consider Before You Offer Financial Services
As a tax professional, you may have thought about how you can expand your business to include additional revenue streams such as payroll and bookkeeping.
