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How to Find a Qualified Tax Preparer In Your Geographic Area

Nancy McClelland, LLC

As you might imagine, we get quite a few inquiries for tax preparation services, but a) we only do taxes for our small business accounting & bookkeeping clients, and b) we only work with clients in Illinois, Indiana and Wisconsin. Tax Preparer. It’s an arena rife with underrepresentation issues.).

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Deciding Which Entity Structure is Best

Nancy McClelland, LLC

I’m especially indebted to NATP because when I first started doing taxes, I wasn’t a CPA yet — and spoiler alert: they don’t really teach you that much about tax preparation when studying for your CPA exams; in fact, three-quarters of the test aren’t related to taxes at all. 21, 2:00 p.m.

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The Confluence of Bookkeeping, Tax & Advisory: How to Thrive in the New Accounting Landscape (12/6 @ 3:30 pm ET)

Nancy McClelland, LLC

I love this particular webinar series, as it’s a fabulous opportunity to connect with peers, get the latest industry updates, and explore best practices, new tech, and other developments in accounting. They do a nice job of speaking both to bookkeepers and tax professionals, as well as tech-related and accounting-adjacent firms.

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The Confluence of Bookkeeping, Tax & Advisory: How to Thrive in the New Accounting Landscape (12/6 @ 3:30 pm ET)

Nancy McClelland, LLC

I love this particular webinar series, as it’s a fabulous opportunity to connect with peers, get the latest industry updates, and explore best practices, new tech, and other developments in accounting. They do a nice job of speaking both to bookkeepers and tax professionals, as well as tech-related and accounting-adjacent firms.

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Top Five Tax Benefits Your Preparer Might Be Forgetting

Nancy McClelland, LLC

(c) Nataliya Vaitkevich via Pexels I used to find it annoying when a client would forward me an article about a tax deduction or credit, to make sure I would take it on their tax return. So, to make sure we’re all on the same page, here are a few choice tax benefits that are often overlooked.

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Effective Marketing in Minutes: Essential Tips for the Time-Strapped CPA

CPA Practice

In today’s fast-paced world, you are constantly juggling between client needs, regulatory demands, and staying abreast of ever-changing tax laws. Helping [your niche] stress less this tax season! Ready to check taxes of your to-do list? Saving [your niche] money one tax write-off at a time! link to your contact page] b.

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Make Next Year Better: Tips for Managing the Change from QB Desktop to Online

Nancy McClelland, LLC

Tax season is over. Take a deep breath – whether you’re a bookkeeper or tax preparer, you’ve endured plenty of stress these past months, and now you’re in the perfect space between vacation and conference season to look back and figure out how to make it go better next year.