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The review process is an easy way for a firm owner or partner to become aware of an unusual activity for a client, and for the preparer to learn more about that client.
October 31WithumSmith+Brown PC CPAs -
You are the role model of what many of your staff will aspire to. Ask yourself if you would enjoy working for you.
October 17WithumSmith+Brown PC CPAs -
We have rigid and uniform procedures for almost every step of the tax preparation process.
October 3WithumSmith+Brown PC CPAs -
There are several key strategic considerations for the in-house practitioner to put their company in a strong position to resolve a tax dispute.
August 23Chamberlain Hrdlicka -
Having a goal of added services for 5% of tax clients generates revenue and in some cases provides a life-altering benefit.
July 25WithumSmith+Brown PC CPAs -
As you look to the 2023 tax season, here’s what it takes to move to an advanced cloud-based tech tool.
May 17Aerify.io -
As you counsel your clients about the importance of business transition planning, are you also creating a strategy for your own optimized exit?
May 11Oak Street Funding -
If your employees unionize, what do you think the union reps would ask for?
May 9WithumSmith+Brown PC CPAs -
Client surveys are an effective method to find out what clients are thinking and also give some the opportunity to vent about what displeases them.
April 25WithumSmith+Brown PC CPAs -
Tax season ends today and some of you can rest well tomorrow after concluding a successful tax season. However, some of you won’t be resting easy because you had a lousy tax season.
April 18WithumSmith+Brown PC CPAs