tax

six steps for a better tax season

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how some smart firms spent their summer vacations…

by hitendra patil
pransform inc. 

a new busy season is fast approaching and vacation season is coming to an end. but some firms haven’t been taking time off. they’ve been assessing the lessons from the 2014 busy season to apply to 2015.

more on the entrepreneurial accountant: 8 seconds into the future: meet generation z   •   5 reasons gen y will make or break your firm   •   3 ways amazon’s new fire phone hints at the future of accounting   •   the 8 traits creating the firm of the future today   •   get more done, make more money: stop doing these 17 things   •   what shopping habits reveal about accounting clients   •   create your “not-to-do’s” list   •   irs bitcoin rule: 5 things accountants need to know   •   tax season tips: train your brain to focus   •   what the bitcoin phenomenon means for accountants   •   overcoming your clients’ worst fears   •   5 tech tips for reigniting growth   •   a case study in using linkedin   •   accountants and six fundamental human needs   •   client satisfaction starts with ‘likeability’   •   why accounting? your clients want to know   •   what’s next: predictive accounting

here are six of the things that the most innovative firms have been doing. and no, they aren’t what you might necessarily expect. read more →

10 ways to get new 1040 clients

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ed mendlowitz cpa the practice doctor q and a
send ed your questions

and 5 ways to get more business tax clients.

question: i need a few more clients for tax season. any suggestions?

response: since we will be getting ready for tax season now is a good time to address this. here are two checklists, one for individual returns, the other for business client returns.

checklist: 10 ways to get new individual tax clients read more →

23 reasons clients really need you for taxes

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ed mendlowitz cpa the practice doctor q and aquestion: this is not a question that an accountant asked me, but a fellow traveler on my vacation. he was using a tax preparation service and wasn’t happy and felt he could do just as well by doing his own tax return. i told him there were many benefits to using a tax professional like a cpa or ea that were well worth the extra cost. so my question to myself is “what are they?”

response:  people with rental property, unincorporated businesses, investments that generate k-1s, grantor trusts, substantial investments in marketable securities or large retirement accounts and 401(k) balances need to engage a professional firm, and this checklist is directed toward those clients. read more →

bitcoin: a true phenomenon in digital currency

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what accountants know – and don’t know – so far.

matt powalski
matt powalski

by matt powalski, cpa
pkf texas

a global technological phenomenon called bitcoin has spread all over the news and media ever since its inception in 2009. this digital technology is a trading platform and payment system that can act as a form of currency, property or stock.

cpas, accountants and financial professionals, no doubt, will want to become more familiar with bitcoin, in order to advise their clients and employers on the topic. read more →

trending in comments: the right software?

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卡塔尔世界杯常规比赛时间 community forum

today’s topic: software and technology.

卡塔尔世界杯常规比赛时间 conducts surveys all the time, but we like to ask periodically if there are questions we just aren’t asking that you need answered.

we’re giving you the opportunity to help your fellow accountants with their pressing questions.