The 4 Keys to Hiring the Best Remote Talent
Practice Builder

The 4 Keys to Hiring the Best Remote Talent

I presented at Nayo Carter-Gray’s Taking Your Firm Virtual Summit  about finding the best remote talent. My approach to talent is different and I would like to share the highlights of the ideas I presented. Culture Every firm has a unique culture and it influenc... Liz Mason

What in the World Is Design Thinking for a Tax Firm?
Practice Builder

What in the World Is Design Thinking for a Tax Firm?

I am sure all of you have heard the term “design thinking” – and probably tossed it aside since design thinking could not possibly relate to tax firms, but you would be wrong. Allow me to start at the beginning by defining design thinking, and then offe... Brandy Jordan

Remote Work for Enrolled Agents: How to Increase Productivity and Protect Client Data
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Remote Work for Enrolled Agents: How to Increase Productivity and Protect Client Data

Making the change to work from a home office presents unique challenges for enrolled agents (EAs) and other tax professionals. However, adopting a few key best practices and utilizing the right tools can help you boost productivity, maintain work-life balance, and ensure ... David McKeegan, EA

Three Rules for Asking Great Tax Return Questions
Practice Builder

Three Rules for Asking Great Tax Return Questions

Asking clients great questions is central to ruthlessly efficient workflow (REW) management. Great client questions can save hundreds of hours of time during tax season and prevent projects from falling behind schedule. Here is an example of questions done badly. ... Frank Stitely, CPA

Tax Practice Management – Why Does It Matter?
Practice Builder

Tax Practice Management – Why Does It Matter?

Being a tax professional, you have certain due diligence requirements for the preparation of income tax returns. There are minimum standards that we all must follow. But I believe it is much more than a due diligence when preparing returns. Why, you might ask? I believe that our im... Dawn W. Brolin

EA Exam Review Pass Faster with a Personalized Approach to Studying
Practice Builder

EA Exam Review Pass Faster with a Personalized Approach to Studying

Studying for the Special Enrollment Exam (SEE) can be an extensive process that, for many aspiring enrolled agents (EAs), can take hundreds of hours. Why should you take the exam? Because earning the enrolled agent credential grants you the privilege of representing ta... Lauren Nilssen

The 941 Resolution Clients Marketing Challenge
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The 941 Resolution Clients Marketing Challenge

Ready to grow your tax firm? If you are looking to add the lucrative service of tax resolution to your practice, keep reading. The Habit of Daily Marketing To start, you are going to need to create a small piece of 941-specific messaging that answers the cla... Jassen Bowman, EA

I Am Not a Therapist, but…
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I Am Not a Therapist, but…

Taxes stress many people. As tax professionals, we end up asking questions which can raise a client’s anxiety level. “Do you have any interest income?” can lead to the answer “If my spouse would stop spending . . .” Looking for an exception to the Form 1099-R early wit... Beth Logan, EA

Practice Management Tips for the Modern Accountant
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Practice Management Tips for the Modern Accountant

A productive firm requires a stable foundation for its internal procedures, employee development, and work tools. Having a well-developed plan will enable your practice to achieve its goals, now and in the future. Respect Your Time (or No One Else Will) The ... Thomas J. Williams, EA

Social Media and Professional Etiquette
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Social Media and Professional Etiquette

Although social media sites started over twenty years ago, their role as a communications tool is continually evolving. Many enrolled agents look to social media sites for an opportunity to network with colleagues, seek answers to perplexing issues, and even commiserate ... Trish Evenstad, EA; Melissa Longmuir, EA,

So You Want to Buy a Tax Practice
Practice Builder

So You Want to Buy a Tax Practice

Many tax professionals may start their career working in a tax office gaining experience while others start out completely on their own. Either way, you may eventually ask yourself the question, “How do I grow my practice?” There is definitely no right, wrong, or easy answer... Twila D. Midwood, EA, NTPI Fellow®

Increasing Business through Social Media
Practice Builder

Increasing Business through Social Media

It seems that every time I talk to other tax professionals, they are worried about the changes in our industry and what is coming on the horizon. I know of four seasoned professionals who have retired primarily because they do not want to deal with the tax code changes i... Jennifer Brown, EA