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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Recent blogs
4 Ways to create a predictable referral system
If you were to ask a group of small business owners what their biggest challenge is, the majority of them would admit to struggling with
10 Questions to Ask During The Offseason
We did it! We survived another busy tax season! now onto the offseason! Things are finally winding down and you have hopefully just returned from
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
