Interactive Tax Checklists for Todays Digital CPA - PDF
Review this chart to understand why you should make the change from paper, PDF and Word checklists to the AICPA's new Interactive Tax Checklists. This new tax planning tool includes the content you trust in an interactive, online environment and is a high-quality option for today’s digital...
Published on May 11, 2013
Get Client Resolution from the IRS
The small firm article, written by Darrell G. Eskam C.P.A., C.V.A., M.A.F.F., in the January issue of The Practicing CPA e-newsletter discusses how his firm has a defined process for working with the IRS and Taxpayer Advocate Service on their client’s behalf. This article also points out helpful resources used
Published on March 10, 2014
PCPS Member Discounts
See some of the savings associated with PCPS membership.
Published on June 20, 2014
Tax Can Make You Smile!
...CPA e-newsletter discusses how this firm assists clients with tax planning opportunities. This article also highlights AICPA tools such as The Practicing CPA, Tax Tweets, and Tax Practice Guides and Checklists
Published on December 23, 2013
Try Something New This Busy Season
...by Polina S. Chapiro, CPA and Donald J. Snyder, CPA, in the January issue of The Practicing CPA e-newsletter discusses their firm’s busy season preparation process for tax and audit clients. They also identify new process ideas which will be implemented this year. In addition
Published on January 28, 2014
With PCPS as your team behind the scenes, you’re not alone as you face these challenges. These tools/resources provide strategies for plotting your direction and support for the every-day intricacies of managing a solo practice.
Published on June 06, 2014
Drive Your Unique Value
Articulate your unique value in person and online with this collection of resources that will separate you from your competition.
Published on June 03, 2013
Effective Client Meetings Create New Service Opportunities
The medium firm article, written by Robert L. Nistendirk, CPA, in the January issue of The Practicing CPA e-newsletter describes how to plan for effective client meetings and how to empower staff to be involved in the process. This article also points out helpful resources used by their firm including
Published on January 28, 2014
Dont Hesitate Communicate!
In addition to staying up to date on new laws and regulations, it’s also important to keep clients in the loop to promote the firm’s value and lead to further services. See how one firm makes this practice part of its culture by incorporating this sort of information into its
Published on August 07, 2013
Taking a Lean Approach to Firm Tax Production
This short article, authored by Roman H. Kepczyk, CPA.CITP, focuses on how a firm can take a lean apporach to tax production by targeting waste elimination in every aspect of the practice by requiring less effort from personnel and reducing work-in progress while still delivering quality tax returns
Published on October 30, 2013