Practice Management & Compliance

Guidance on running a tax practice, managing risk, and meeting compliance obligations.

Tax Season Bites: Pairing Food with Financial Crunch

The lead-up to the extension deadline – that exhilarating time when spreadsheets multiply like rabbits, and coffee becomes your muse. Amidst the hustle, why not add some flavor to your…

When Is It Time To Say Goodbye to a Client?

Is it time to begin eliminating problematic tax clients? This blog outlines eleven examples of a problematic client and ways to gracefully end the relationship with the difficult, high maintenance ones so you can better serve the rest.

Leveraging the Power of ChatGPT and Other AI Tools in Your Tax Practice

With the advancements in artificial intelligence (AI) and machine learning, there are now powerful tools available, such as ChatGPT, that can greatly streamline your tax preparation practice and enhance your productivity. This article explores how you can effectively use ChatGPT and other AI tools to optimize your tax preparation practice.

Thanksgiving Thoughts from Tax Pros

Happy Thanksgiving, tax pros! Before we stuff ourselves with all manner of feast food (remember, Illinois is still the reigning producer of pumpkins, so really, each piece of pumpkin pie…

5 Myths About Accountants

When most people think about accountants, a vision of a dark room with a disheveled accountant hunched over a desk rapidly entering numbers into a calculator comes to mind. Well,…

Building Blocks of Life & Career

As his final blog installment before starting his new position at NATP as the Director of Tax Content and Government Relations, Tom O’Saben wants to thank everyone for the opportunity…