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If you don’t want to drop difficult clientele, try giving them priority care so they won’t pester you so much.
March 5
Withum -
Every client, from the largest to smallest, pays part of your salary, so every client should be treated with respect, care and importance.
February 26
Withum -
CWS CPA LLP has started a new online tax preparation business this tax season known as Henry.tax, staffed by CPAs, including stay-at-home parents who work part-time.
February 20 -
Everyone has a system for managing tax season. Some are good, some are just so-so, and some stink.
February 19
Withum -
A few accountants recently called me to vent about being shorthanded and asked for suggestions on how they could get through tax season without turning down any business or dropping clients.
February 12
Withum -
Weaver, a Top 100 Firm, has acquired the tax practice of Condon & Company, P.C., a firm based in Houston, effective Feb. 1, 2018.
February 1 -
With the new tax law now a reality, the upcoming tax season is the perfect time to showcase your value as a true trusted advisor to your clients.
February 1
Corporate Ladders -
Checklists are a method of developing a technique where the right things will be done the right way, in the right order.
January 29
Withum -
Adding the right combination of new capabilities will make you more valuable to clients and more scalable as a business. Follow this advice in today’s new advisory landscape.
January 26
L&H CPAs and Advisors -
The Internal Revenue Service plans to ask tax professionals additional questions before providing them with assistance as part of its efforts to improve security.
January 12 -
Ceterus has debuted Ceterus Tax, a managed tax service for small businesses.
January 11 -
RPR Partners LLP, a tax advisory firm in San Diego, has joined Ernst & Young LLP, EY said Tuesday.
January 9 -
Happy Tax, a growing tax franchise, has opened a new tax preparation division aimed at the burgeoning cryptocurrency market.
December 21 -
Use this time of year to do some casual research.
December 6
Abrigo -
Yelp Inc. can’t shield the identify of an anonymous reviewer who posted allegedly defamatory statements about a tax preparer.
November 14 -
Last week I conducted a breakfast meeting of the Withum Partners’ Network and I was asked a question that was not answered, so I’ll answer it in this column.
November 13
Withum -
CPAs know it is imperative to refer clients to third party consultants for various issues that require deep specialization in an area of tax. In many ways, these specialty tax firms act as an extension of your team and require coordination to deliver results that often have a material impact on a tax return.
November 3
KBKG, Inc. -
House Republicans say they’re determined to simplify the U.S. tax code. A long-awaited provision in the massive tax bill they unveiled Thursday, a special rate for “pass-through” businesses, could do exactly the opposite.
November 3 -
A few months ago I suggested that becoming an expert generalist as a niche was a possible career track for someone in a larger firm. I received a lot of feedback that caused me to rethink the column, and I have.
October 30
Withum -
The first of two articles on the draft tax forms and instructions for the 2017 tax year released by the IRS.
October 20
Thomson Reuters Checkpoint







