ThomsonReuters

JANUARY 31, 2024

But these inefficiencies are fixable thanks to advancements in technology that are making it easier than ever for tax professionals to access the tools to revamp their workflows and eliminate these frustrating inefficiencies. Use this checklist to get started on the path to a seamless 1040 tax workflow and the opportunities that come with it.

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ThomsonReuters

JUNE 8, 2023

Tax season can be a hectic time for tax professionals, but the off-season is a perfect opportunity to take stock of your practice and make sure you’re ready for the upcoming year. These programs also provide self-help resources for those needing guidance with taxes.

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ThomsonReuters

JANUARY 29, 2024

This is where technology, particularly tax automation, plays a pivotal role. The role of tax automation Automation is a strategic asset in recruitment and retention. Automated tax processes standardize workflows, reduce manual errors, and significantly reduce the time spent on repetitive tasks.

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ThomsonReuters

FEBRUARY 28, 2024

Her firm is also staffed by four full-time employees and a few part-time positions that are outsourced. “I view the tax firm as my own Google experiment,” Shaul says. “I That was 2004, and now she has her own place and is no longer sub-leasing. She also hated having to deliver “bad news” when her clients owed money.

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ThomsonReuters

JANUARY 14, 2022

The tide moves in every quarter, and there is always tax season. A recent survey revealed that 82% of tax professionals identify as feeling burned out. It’s a significant issue for tax professionals and accountants. How does burnout affect tax professionals? 3 steps to avoid burnout during tax season.

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ThomsonReuters

FEBRUARY 2, 2022

the potential market available to tax and accounting firms is massive. How to market tax and accounting services. You can do this online through blogs, white papers, webinars, and podcasts, or offline through speaking engagements and networking opportunities. Turning tax clients into full-service clients.

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accounting firms Account accountant accounted 98

ThomsonReuters

FEBRUARY 13, 2024

1040 preparation, financial advisement, bookkeeping). Here are some basic ways to keep your tax preparation invoice process moving smoothly through the most demanding time of year: Establish file-naming conventions. Using an online portal to upload PDFs of the tax return and e-file authorization.

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