Latest Articles

Hurricane Dorian

August 29, 2019 

IRS Offers Hurricane Tax Tips

As Dorian threatens and with the peak of hurricane season just ahead, the Internal Revenue Service reminds everyone to develop an emergency preparedness plan. Taxpayers, whether individuals, organizations or businesses, should take time now to ...

Portal whitepaper cover

August 29, 2019 

Protect Client Documents with a Secure Portal

How does your firm exchange important financial documents with clients? Do clients send bookkeeping and tax docs by regular mail, or via email? The Doc.It client portal is perfect for firms of 3 or more accountants. Download the guide to learn more.

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August 29, 2019 

IRS Warns of New Email Scam

Remember: the IRS does not send unsolicited emails and never emails taxpayers about the status of refunds.

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August 29, 2019 

8 Ways to Advise Your Clients Outside of Tax Season

Let’s start here: I am not a tax professional. I understand very little about taxes beyond the W-somethings I fill out at work. Fortunately, I don’t need to be an expert. That’s what my CPA, Dorothy, is for. And she’s been an incredible asset to me these last several years, helping me move states, change...…

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August 28, 2019 

43% of Professionals to Look for New Job in Next Year

The retention tactics most often cited by employers were increasing communication with staff (46%), improving employee recognition programs and offering professional development (each with 41%). But when workers who said they intend to leave their jobs...

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August 28, 2019 

How to Attract the Top Accounting Talent to Your Firm

Demand for accounting and finance professionals remains high according to July's jobs report numbers from the U.S. Bureau of Labor Statistics (BLS). Employers added 164,000 jobs in July, including 6,300 jobs in accounting and bookkeeping services.

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August 28, 2019 

Are Remote Workers a Cyber Security Threat for SMBs?

83 percent of small business owners allow and offer employees the option to work securely from a remote location when needed and appropriate. With young business owners (those ranging from ages 18-34), this number jumps up to 95 percent.

Richardson Shapiro

August 27, 2019 

Rick Richardson Announces Retirement

Most recently the CEO and founder of the consultancy Richardson Media & Technologies, Rick worked for Ernst & Young for 28 years, including as the firm's national director of technology.