seven essential checklists for nuts-and-bolts office chores
scheduling, inclement weather, petty cash and more.
by jassen bowman
tax resolution systems
tax
refunds up, filings down at end of tax season 2017
pros keep the edge in e-filings and some people just won’t give up paper.
by beth bellor
卡塔尔世界杯常规比赛时间
with 4 days left, tax stats were still down
pros move ahead in e-filings.
by beth bellor
卡塔尔世界杯常规比赛时间
refunds edge up as tax season winds down
pros hold on to 57% of e-filings.
by beth bellor
卡塔尔世界杯常规比赛时间
tax refunds catching up to last year
pros gain more ground in e-filings.
by beth bellor
卡塔尔世界杯常规比赛时间
tax professionals accelerate filing pace as busy season heads for the home stretch
still: everything down but refunds.
by beth bellor
卡塔尔世界杯常规比赛时间
individual tax filings still lag behind 2016
more e-filings handled by pros, but not by a large margin.
by beth bellor
卡塔尔世界杯常规比赛时间
taxpayers tell how they really feel
they don’t like the irs, but they might get an irs tattoo to skip out on taxes.
by 卡塔尔世界杯常规比赛时间 research
readers sound off: what tax season decline?
some are busier than ever, while others report a change in clientele.
by beth bellor
卡塔尔世界杯常规比赛时间
tax season half over but no one is celebrating
pros are gaining ground in e-filings.
by beth bellor
卡塔尔世界杯常规比赛时间
tax pro e-filing down 10%
refunds are the only figure tracking higher this year.
by beth bellor
卡塔尔世界杯常规比赛时间
the e-filing margin between tax professionals and self-preparers is narrowing. still, the pace of e-filing by tax professionals is running 10% behind the same time last year.
more tax season data: tax refunds up slightly | tax filings data looking less squirrely | tax return filings still lag, but pros hold 57% of market | tax filings down, but irs blames the calendar
exclusively for pro members. log in here or 2022世界杯足球排名 today.
as of march 3, the irs had received 61.1 million individual income tax returns, down 8.5 percent from the same period last year, although 2017 has had four fewer processing days so we’re comparing oranges to tangerines.
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guiding heirs
they may not see the possible tax ramifications, but you can.
by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor
inheritance advice and guidance is a valuable service for clients who have lost a loved one and are remembered in the will.
more on marketing: how and why to offer estate planning | what you need to start a financial planning discussion | tax projections: how and why | how to raise client awareness of services | marketing vs. selling: both must serve the client first | adopt a marketing mindset
most times accountants are not the first ones clients call. usually the attorney is the first person and then a financial planner. we get involved after the fact to “record” the results of what was done on the tax return, or via a phone call asking about the taxation of what they either received or think they will receive.
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11 questions to ask every tax client
an easy way to introduce clients to additional services.
by ed mendlowitz
how to build a stronger tax practice
many times we have important preliminary discussions when we obtain a client’s tax information.
more on marketing: why cpas are suited to financial planning | tax projections: how and why | how to raise client awareness of services
skilled interviewing, or effective follow-up techniques, can make these into an additional engagement.