Monthly Archives: February 2016

Choosing a Scanner for Your Tax Software #CPALivesMatter

Right before tax season began and we abandoned all pretense of sanity, we moved one of our admin staff, Sandi, from the front office to a back office, because we needed the front office space for a new admin hire. This didn’t appear to be a major office move. Computer. Check. Desk. Check. Chair. Check.…
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The Annual Tax Meeting is Dead

Here’s part of an e-mail referral I received this past week. “Frank is a great CPA, and you don’t even have to meet with him.” Guess the age of the client and prospective client. If you guessed under fifty, you’re wrong. Both are well into their fifties.   Just when you conquered the night sweats…
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Are You Torturing Your Clients E-delivering Tax Returns?

Most clients prefer water boarding to the way CPA, accounting, and tax firms e-deliver tax returns. The CIA has nothing on us.  Under the threat of un-filed returns and IRS letters, we force clients to parse through a PDF nightmare known as the “government” copy.   Define “government” copy for me.  I dare you.  You…
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Review Notes – To Keep or Not to Keep – That is the Question

If Shakespeare had been a CPA, he would have written the following about review notes.   “To be or not to be.  That is the question.  Whither it be nobler to allow discovery by hostile attorneys or consign the notes to the external damnation of the shredder.”   I’ve been reading practice management guidance lately…
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