Practice Management & Compliance

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

Prepare for Filing Season

Here Comes the 2020 Filing Season. Are you ready? For better or worse, the 2020 filing season is upon us. While you are gearing up now for the deluge that…

Ask the Expert: Paperless Office

Ask the Expert: Paperless Office In early August, Tom O’Saben, EA, interviewed one of our Tax School instructors, Sue Voth, EA. Sue is owner of V&R Accounting, an accounting firm…

Ask the Expert: Using Technology in Tax Practice

Ask the Expert: Using Technology in Tax Practice As you start to plan for a tax season in the time of COVID, opportunities to communicate with remote staff/workforce are important….

Ask the Expert: So you want to be an expert witness

Ask the Expert: So you want to be an expert witness “You pay for advice – it’s time you learned to take some.” -Perry Mason In response to a Facebook question…

How to avoid the same mistakes as last year with your tax clients

Updated August 16, 2019 below in red. Many taxpayers were blindsided by the results of their 2018 tax returns. While for many, actual tax went down, their withholding went down…