Category: Practice Management



Recent blogs

Why Tax Planners Need a Written Tax Plan

What if there was a straightforward way to improve profitability and reduce liability for your tax practice? Creating a written tax plan can separate the professionals from the amateurs. Anyone can come up with an idea and call it a tax plan. The real question is whether that idea will

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Ethical Considerations for Tax Professionals: Determining Fees

Every tax professional needs to be conscious of how to manage their practice ethically. An important resource in this matter is Circular 230, a publication that regulates practice before the IRS for attorneys, CPAs, and enrolled agents. Even if these professionals have other ethical obligations as defined by their governing

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