Latest Articles

August 22, 2021 

Finding the perfect client is impossible, because the perfect client does not exist. Having been in the accounting field and tax profession for 30+ years, I’ve learned to end my pursuit of chasing clients who deliver their tax documents ahead of time...

August 22, 2021 

Any family can easily have their September check and all future checks sent to their new address by using the portal to make an address change request. To have the change take effect in September, people need to complete the request before midnight ...

August 20, 2021 

Deloitte's new climate learning program aims to inform, challenge, and inspire Deloitte people to learn about the impacts of climate change....

August 16, 2021 

Intuit, producer of the popular TurboTax filing program, has announced that it will no longer participate in the IRS’ Free File Alliance that provides free filing services to qualified taxpayers.

Ken Berry, JD

August 13, 2021 

To celebrate the summer, we’re giving a $100 Amazon gift card for each client who pays their first bill. And even better, we’re extending that offer for up to 5 clients – that’s a possible $500!  

August 13, 2021 

Liberty Technology Advisors has been serving clients in the technology and software consulting industry for over 25 years. The company focuses on working with clients to assess and select ERP and enterprise business software, as well as improve and ...

August 13, 2021 

AICPA News is a round-up of recent announcements from the association.

Mary Girsch-Bock

August 13, 2021 

Winner of 2021 Innovation Award! Avalara's Managed Returns for Accountants (MRA) was designed specifically to help accounting and tax firms automate the sales tax compliance process for multiple clients that sell to multiple states.

August 13, 2021 

In an accounting world obsessed with advisory services, it’s strange that we tend to overlook the foundational aspect of relationships: communication.

Amy Vetter

August 13, 2021 

Why do people do what they do? This question has kept me curious about people ever since I first figured, years and years ago, that twins behave so differently. That puzzled me to no end. My keen interest in human behavior sciences was born from ...

August 13, 2021 

For a long time, apps themselves were the new technology. Now apps are evolving, and we’re looking at examples of new types of technology we are seeing in your apps. Some of the members of our CPA Practice Advisor community shared their favorite new ...

Gail Perry

August 13, 2021 

Before the world changed in March of 2020, one of our goals was to become the most trusted professional advisor for our clients. At the even more basic level, we sought to make an impact in our client’s lives with the hope of helping in ways beyond ...

Garrett Wagner