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    Tax Power Hour Gearing Up for Tax Season

    Presentation 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...
    Published on November 26, 2012

    Tax Power Hour Tax Season Debrief

    Presentation Explore the impact of keeping up with and incorporating new laws, forms and requirements for 2012, such as the new Form 8949 and first year of expanded foreign account reporting. We'll review things from a practice management perspective. What systems, processes and procedures worked, didn’t work, need tweaking and why?
    Published on May 09, 2012

    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

    Small Firms Dont Be Left Behind!

    Article What happens when a client starts to think they’re too big for your small firm? It is possible to give clients what they need without changing who you are. Communicating with clients, keeping a sharp eye on their needs and staying nimble and flexible can help a small firm keep
    Published on June 26, 2013

    Feedback is Cornerstone to our Success

    Article The large firm article, written by Jeff Wilkie in the May issue of The Practicing CPA e-newsletter discusses the firm’s staff development and performance feedback processes.  This article also highlights the PCPS Human Capital Center resources.
    Published on May 27, 2014

    Nontraditional Services Which One Is Right for Your Firm

    Article Offering nontraditional services, such as wealth management, financial planning and insurance, litigation support and business valuation, can bring about the business growth you’ve been seeking. Learn how a medium firm expanded into niche offerings based on client needs
    Published on June 26, 2013

    Ensuring Our Team Members Are Ready

    Article The medium firm article, written by Jeffrey S. Bleacher, CPA, CGMA in the May issue of The Practicing CPA e-newsletter discusses the firm’s employee review process and its upward feedback process.  This article also highlights the firm’s membership in the PCPS Medium Firm Networking Group and its use of the
    Published on May 27, 2014

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