Latest Articles

 IRS Warns of New Tax Refund Scam

February 5, 2018 

IRS Warns of New Tax Refund Scam

In a new twist, the fraudulent returns in a few cases used the taxpayers' real bank accounts for the deposit. A woman posing as a debt collection agency official then contacted the taxpayers to say a refund was deposited in error and asked the ...

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February 3, 2018 

MetaTaskerPT

MetaTaskerPT – a web application assisting property tax groups with data entry. MetaTaskerPT intelligently extracts strategic data from property tax documents (ie. tax bills and notices) and directly imports them to a property tax management system. MetaTaskerPT is scalable and capable of accommodating high volume  incoming document peaks experienced during property tax cycles. The data extraction...…

 Office Workers Perform Better with Natural Light

February 2, 2018 

Office Workers Perform Better with Natural Light

According to a new study conducted a professor in the Department of Design and Environmental Analysis at Cornell, workers in daylit office environments reported an 84 percent drop in symptoms of eyestrain, headaches and blurred vision symptoms, which ...

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February 2, 2018 

Free Practice Management Tool

Letting clients pay by credit or debit card is even easier when you have card information on file from the get-go. This free authorization form can help you get started with online payments and protect your firm against payment disputes.

 Diving Into Passive Losses

February 2, 2018 

Diving Into Passive Losses

I had a client in Alabama that came to me because she was audited, lost her appeal rights, and Tax Court rights, and was saddled with a $500,000 tax liability. When I take a collections case, the first thing I do is try to find out why this person owes...

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February 2, 2018 

Several States Recognize Enrolled Agent Week

The NAEA has been instrumental in many legislative acts recently, designed to protect EAs right to practice. In certain states, EAs were not allowed to advertise their credentials. The NAEA, sent a delegation to Washington and were instrumental in the ...

Firm Automation

February 1, 2018 

Technologies Driving Remote Auditing

On-site auditing has been the customary default since the dawn of accounting. It’s worked reasonably well, though time and cost considerations – both from the company and firm’s vantages – typically took secondary focus to successful audit completion, ...

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February 1, 2018 

How to Jumpstart Workforce Planning for 2018

The definition of workforce planning describes a continual business planning process. It’s a long-term, ongoing effort that expands as the organization grows. This isn’t a quick fix, so settle in and prepare for the long haul.

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February 1, 2018 

7 Payroll & HR Documents to Review Now

It’s a best practice to review policies, posters, and forms periodically to ensure that they adhere to applicable laws and evolving company practices. Since the New Year typically brings a host of new laws, now is a good time to conduct this review.

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February 1, 2018 

2018 Valentine’s Day Spending May Reach $20 Billion

Total spending is expected to reach $19.6 billion, up from $18.2 billion last year. The numbers are the second-highest in the survey’s 15-year history, topped only by the record $146.84 and $19.7 billion seen in 2016.