Tax Power Hour Gearing Up for Tax Season
The November Tax Power Hour focuses on gearing up for tax season. This presentation discusses organizers, engagement letters, staffing, scheduling, new PTIN rules for staff, different tax return processing system and procedures and paper filing options under the new mandatory e-file requirements...
Published on November 26, 2012
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
Optimizing Workflows to Improve Firm Production
This IT article discusses practical ideas on how to use workflow tools to improve firm production and client relationships. The article provides seven opportunities for firms to evaluate where workflow tools can streamline specific firm procedures.
Published on October 28, 2013
Practitioners Prevail Despite Added Pressures
This article covers how much of a trying time 2013 has been across the profession. Uncle Sam has thrown curve balls inside with the Fiscal Cliff legislation and the associated delays caused at the IRS however, despite it all, practitioners dug deep to prevail on their clients’ behalf.
Published on May 28, 2013
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