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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Creating a Truly Paperless Office

If you’re like me, you may have thought in the past that creating a paperless office means: 1. Using a traditional paper tax file to

Ignorance of Tax Laws Won’t Always Grant You a Pass

“I’m sorry, officer. I didn’t know the speed limit was only 25 in a school zone.” When is the last time that one worked for

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

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

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

AICTP Member Tim Wolfe’s Accomplishments are Inspiring

For Timothy C. Wolfe, 2019 was a year of major accomplishments. He completed his intensive training to become a Certified Tax Coach and then went

How to Decrease Your Payroll Taxes with a Common Paymaster

Today’s large businesses are often comprised of many different companies such as subsidiaries in various locations. If some employees work for more than one of

Why and How to Revoke an S Corporation: What You Need to Know

Many small businesses operate as S corporations to avoid the complexities of C corporations and to avoid double taxation. C corporations are taxed before money