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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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Tax Season 2023 Is Officially Open! Maybe. Okay, Not So Fast.

Nancy McClelland, LLC

Tax preparers everywhere spent the past two months gearing up for yesterday’s “opening day” of tax season, January 29th. To say nothing of the fact that the next government shutdown deadline is scheduled for one week before business tax returns are due. And we were freaking out about that delay.

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Using tax technology to boost agility and retain staff

ThomsonReuters

With cloud-based technology, you and your staff have the ability to share data and documents directly and securely, automatically extract data from client source documents, or easily transfer account balances from integrated business tax preparation software. How do you attract and retain talent with tax technology?

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How to keep up with tax law changes

ThomsonReuters

Now more than ever, your tax and accounting staff require a robust system or framework that leverages technology so that they can keep up with regulatory developments in a timely manner. Top CPA firms have long understood the need to elevate their staff from being tax preparers to tax advisors.

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How To Start a Bookkeeping Business in 2022 [Step by Step]

Ryan Lazanis

2) Your small business will be far more streamlined if you only sell your core offering, as you can benefit from more standardization. This will ensure that you only admit the right small businesses into your accounting firm. 4) If you provide tax preparation services, they’re a great way to avoid a crazy tax season.

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Friday Footnotes: Why People Leave Public Accounting; Audit Workloads Up; Terrorist Clients (Literally) | 12.2.22

Going Concern

Writes Edward Mendlowitz, CPA/PFS, ABV: There are many reasons why CPAs decide to leave public accounting firms. Based on my experience, I believe some of these reasons are personal and individual, but far too many of these reasons are caused by CPA firms’ leadership and can be avoided or mitigated.