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

Recent blogs

What To Do While You Wait on CPAs

You’ve been waiting and waiting for the perfect time to reach out to your list of CPAs so you can establish mutually-beneficial relationships with them.

3 Ways To Get More CPAs To Refer You

Financial advisors tend to see the relationship between advisors and CPAs as strategic, well-balanced and win-win. From your vantage point, you’re bringing value to the

How To Avoid The Tax Season Hangover

If you’re like most of the CPAs we know, you’re working 60-100 hours per week during tax season. Your staff is exhausted. You’re exhausted. And

How To Make Your Relationships With CPAs Stronger

The average CPA firm services over 800 clients each year. Typically, advisors want to build relationships with a CPA with the hope of being introduced

How To Eliminate The Rivalry With CPAs

Financial services companies have been competing with CPAs in the accounting and tax business for years. Many CPAs are or are in the process of

Key Tax Terms You Need To Know To Win The Tax Game

Welcome back! This month we’re talking about all things tax related, including tax terms. If you missed our other posts this month, we invite you

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,

Tax Obligations You Need To Know About

This month we’re talking about everybody’s favorite topic: taxes and tax obligations. We know, we know…it’s actually not your favorite topic, nonetheless, it’s a very