Latest Articles

April 1, 2014 

According to a new report by financial education website WalletHub, the accessibility, affordability and effectiveness of available tax help varies significantly from state to state.

Isaac M. O'Bannon

April 1, 2014 

The Blackbaud Index showed an overall increase in charitable giving to nonprofits of 0.7 percent, while online giving increased 13.8 percent for the three months ending February 2014 as compared to the same period in 2013.

Isaac M. O'Bannon

April 1, 2014 

Have questions about your income taxes? With April 15 only two weeks away and new tax laws like Obamacare, many Americans do, the American Institute of CPAs has some answers.

Isaac M. O'Bannon

April 1, 2014 

Building relationships with your accounting clients requires trust, rapport and an atmosphere for open dialogue. Many accounting firms use a checklist to prepare for client meetings and to facilitate information exchange. Here are some questions that many accountants who are clients of Sageworks have found helpful when interacting with their business clients.

Mary Ellen Biery

March 31, 2014 

Construction failures have recently gotten a lot of attention. #Sochiproblems and a twitter account dedicated to collecting all disasters have jokingly reported a variety of problems that contractors have left in the Olympic town.

March 31, 2014 

It's tax season, which is prime time for scammers who would rather be phishing.

March 31, 2014 

Report reveals direction of tax reform debate and how companies can prepare for potential changes.

March 31, 2014 

After working with clients for (mumble) decades, I still don’t know how to resolve this. Unless you think your clients would be receptive to sitting through a course (live or webinar) on “How to be a Tax Client”?

Eva Rosenberg

March 31, 2014 

Mobile credit card acceptance vendor Square has launched a new software partner platform that includes integration with Xero and QuickBooks. The collaboration is focused on building new applications that complement Square’s set of business services.

Isaac M. O'Bannon

March 30, 2014 

A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.

Taija Sparkman

March 28, 2014 

Find out what the IRS is doing to combat identity theft and the first steps victims should take.

March 28, 2014 

With about two weeks to go in tax filing season, the procrastinators are finally starting to contact your office. Usually, they’ve postponed the inevitable because they fear they’ll be entitled to only a miniscule refund or they will have to ante up to Uncle Sam.

Ken Berry, JD