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    Interactive Tax Checklists for Todays Digital CPA - PDF

    Checklist 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

    Article 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

    Overview See some of the savings associated with PCPS membership.
    Published on September 25, 2014

    Tax Can Make You Smile!

    Article ...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

    Article ...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

    Sole Practitioners

    Tools 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 December 08, 2014

    Drive Your Unique Value

    Overview Articulate your unique value in person and online with this collection of resources that will separate you from your competition.
    Published on September 22, 2014

    Effective Client Meetings Create New Service Opportunities

    Article 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!

    Article 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

    Map Your Plan

    Overview Gear up for practice development as you create a plan, establish expectations and create a roadmap for where you’re going. With roadmaps to expand beyond traditional services, your marketing and sales due diligence starts here.
    Published on September 22, 2014

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