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June 6, 2014 

Talking to Your Clients About SALT

The Year in the Life of a State and Local Tax (SALT) Accountant series is being created with the practitioner in mind. In cooperation with Avalara, each month we'll provide you with the latest news relating to state and local tax issues, updates on federal legislation, checklists and tips for building and improving your SALT…

Gail Perry, Ray Bigley

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June 6, 2014 

SALT and Summer Reading

When I started my accounting career as a Deloitte tax accountant, we were each expected to choose a niche. I wanted to focus on agriculture clients, but it seemed the Chicago area didn't provide enough to keep me busy in that area, so instead I found myself getting the small business clients, and in particular,...…

Gail Perry

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June 3, 2014 

Sales Tax & Compliance

The Sales Tax & Compliance series is being created with the practitioner in mind. In cooperation with Avalara, each month we'll provide you with the latest news relating to state and local tax issues, updates on federal legislation, checklists and ...

Gail Perry

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May 20, 2014 

May Checklist for Accounting & Tax Firms

Many years ago, in a warm sunny May of my youth, I finished college (or so I thought), packed everything I owned in a U-Haul truck, and drove to Washington D.C. I was so bold and happy. I had no job, no place to live, just a passion for whatever life had in store for…

Gail Perry

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May 12, 2014 

The Ultimate Windows Update

While tax and accounting professionals were feverishly trying to finish the 2014 tax season, Microsoft dropped two bombshells on the Windows Operating Systems.

Dave McClure

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May 12, 2014 

LEAN up Your Firm’s Tax Season Debriefing

Another busy season is under our belts and one of the most productive things a firm can do in the next few weeks is to take time to formally debrief the past few months, acknowledging what worked well and identifying where there were bottlenecks that could be improved upon.

Roman Kepczyk

 How to Make Next Busy Season Less Busy

May 12, 2014 

How to Make Next Busy Season Less Busy

Late nights of tax filings and days dispensing client advice are easily worth your fees. But how about valueless hours spent tracking down documents, exchanging e-mails, or educating staff? Compounded across all your clients, engagements, and staff, imagine how it adds up. Is this what’s (literally) keeping you up at night?

Drew West