tax

tax pro e-filing down 10%

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chart of irs filing data
[click for larger image]

refunds are the only figure tracking higher this year.

by beth bellor
卡塔尔世界杯常规比赛时间

the e-filing margin between tax professionals and self-preparers is narrowing. still, the pace of e-filing by tax professionals is running 10% behind the same time last year.

more tax season data: tax refunds up slightly | tax filings data looking less squirrely | tax return filings still lag, but pros hold 57% of market | tax filings down, but irs blames the calendar
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

as of march 3, the irs had received 61.1 million individual income tax returns, down 8.5 percent from the same period last year, although 2017 has had four fewer processing days so we’re comparing oranges to tangerines.
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guiding heirs

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two women talkingthey may not see the possible tax ramifications, but you can.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

inheritance advice and guidance is a valuable service for clients who have lost a loved one and are remembered in the will.

more on marketing: how and why to offer estate planning | what you need to start a financial planning discussion | tax projections: how and why | how to raise client awareness of services | marketing vs. selling: both must serve the client first | adopt a marketing mindset
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

most times accountants are not the first ones clients call. usually the attorney is the first person and then a financial planner. we get involved after the fact to “record” the results of what was done on the tax return, or via a phone call asking about the taxation of what they either received or think they will receive.
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11 questions to ask every tax client

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question marksan easy way to introduce clients to additional services.

by ed mendlowitz
how to build a stronger tax practice

many times we have important preliminary discussions when we obtain a client’s tax information.

more on marketing: why cpas are suited to financial planning | tax projections: how and why | how to raise client awareness of services
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skilled interviewing, or effective follow-up techniques, can make these into an additional engagement.

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cpe trends: busy season ends but not the focus on taxes

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merk
merk

practitioners gear up with business tax learning.

tooling up for 2017
join the survey; get the results.

by rick telberg
卡塔尔世界杯常规比赛时间 research

busy season is all about taxes, but according to a survey underway by 卡塔尔世界杯常规比赛时间, the ohio society of cpas and consultant michael ramos, practitioners are by no means putting taxes away for the year.

https://www.research.net/r/cpe16
join the survey; get the results

more cpe trends:  why some cpas are focusing on accounting & financial reporting this year  |  top cpe trends: how accountants are re-tooling for 2017  |  mike ramos on the training mindset: mapping firm attitudes to performance  |  ohio cpa society teams with 卡塔尔世界杯常规比赛时间 to improve cpe roi  |   ed mendlowitz on how to choose the right cpe  |  sandi leyva on three ways to make cpe work for you  |   ed mendlowitz on the six rules to get the most out of cpe  |   mike ramos on how to build a powerhouse learning team for your cpa firm  |  4 steps to get more from your training budget  |  how to manage cpe by the numbers  |  three tips for creating training metrics  |  high-impact learning: 4 ways to maximize cpe roi  |  four new cpa opportunities for the new economy

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

apparently, it’s the constant evolution of tax laws and loopholes that keeps tax prep professionals busy all year. diane merk, at one of clark schaefer hackett’s offices in ohio and kentucky, says, “i only do tax work and structure my cpe to that area,” and she adds that this year she’ll be needing to focus on “ohio’s potential new changes in the taxable of pass-through entities.”

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busy season 2016: why some have it worse

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picture1the factors that undermine an otherwise better busy season.

how was your busy season?
join the survey; get the benchmarks

by 卡塔尔世界杯常规比赛时间

according to the final results of the 卡塔尔世界杯常规比赛时间 2016 busy season survey, this has been a relatively good year…better than last year, anyway. a good 60 percent of respondents said 2016 was much better or somewhat better than 2015.

more busy season management:  better gets better. and worse gets worser | busy season 2016: topline survey results | accountants see economy improving… but mainly for themselves | tax season 2016: turning id theft from a problem into an opportunity  | lessons learned from a bad busy season | busy season 2016: more clients, fewer problems | busy season 2016: problem clients are causing big trouble | 12 ways to stress less this tax season | the dreaded ‘quick question’ | 40 other services your tax clients should know about | where workflow management runs off the rails | ready for tax season? not so fast | 8 ways to delight tax season clients | tax season management: multi-tasking is a myth | digital workflow systems make tax season easier | tax professionals find it increasingly difficult to keep up with late-changing tax regs | the new normal: a busy season that never ends | pro member exclusives: sign in or 2022世界杯足球排名 here

which, admittedly, isn’t saying much. last year was a bad year, a perfect storm of problems. it left 19 percent grousing about a “somewhat worse” busy season, another 3 percent saying it was “much worse.”

could 2016 really be worse than 2015, especially given that it was so much better for so many tax preparers? yep.

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