Category: Tools

What differentiates a proactive tax planner from a reactive tax planner? A reactive tax planner typically focuses on two things:

Artificial intelligence is having a heyday that is not likely to end anytime soon. The ease with which you can

When it comes to creating a peaceful and profitable tax practice, there is ONE recipe for success that you can

Since sending clients their tax returns via email is not an option, accountants are searching for alternatives to email communicating

Accounting, finance, and law are among the most challenging disciplines. From Enron to Madoff, the climate is getting increasingly more

During tax season, most CPA’s put in at least 60 hours of work each week. They don’t have the ability

As a Financial Advisor, your clients see you as the go-to guy (or gal) for just about everything that has

Add Tax Planning to your practice!

Find out how to bring this high value service to your clients, and finally get paid what you're worth.

6 specific strategies that improve your bottom line over 100%