In Search of Better Next Tax Season? You Want These Three Issues Managed Better.

Here are some startling but recent research report backed headlines on CPATrendlines:Staff Turnover Escalates into Epidemic at CPA Firms: Professional staff turnover has jumped by as much as 50% in one year, averaging now almost 18%. These results were across all firm size ranges.Accounting Firms Launch New War for Talent: Firms are hiring, and many…

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How Will You “Wow!” Your Clients In Tax Season?

Hello. Got source documents. Prepared return. Filed. See you next season. Thanks. Is that the path it goes for you as a tax preparer? Can you find a way to put in a Wow! somewhere on that path? Here are some… The Perfect One. No Taxes Owed. No Refund: What do you do with such…

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How to get source documents from clients early?

The most popular poll (with keywords “CPA” and “Tax”) on LinkedIn revealed a very interesting insight into the minds of tax preparers. 26% voters expressly indicated that they wanted clients to turn in source documents in early. And 26% more voters wanted “Family, Healthy Meals & Seeing Daylight”, indirectly indicating that they want source documents…

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