Prepping for Busy Season

It's back! Are you ready for the forms, the calls, the emails, the extra staff, the right tools in place? This series will focus on best practices and tips to help you ensure this “season” goes as smoothly and successfully as possible.

Blog
If workflow and efficiency are a top priority and you are interested in identifying areas where processes could be improved before tax...
IRS sign
Article
Jan 4th 2017
A new IRS schedule of user fees is now in effect and applies to taxpayers who have entered into installment agreements. An installment...
Jan 4th 2017
It’s here! Accountants often share stories of working 87-hour weeks or gaining 20 pounds from all the stress over this few-month period...
Social Security taxes
Article
Jan 9th 2017
Writers and other freelancers know that the Affordable Care Act (ACA) overhauled the rules for medical insurance. What they might not know...
phishing
Article
Jan 12th 2017
Accounting and tax-preparation firms are the target of a new email scheme in which cybercriminals pretend to be clients in need of their...
Spreadsheets and graphs on a desk
Article
Jan 13th 2017
2
It remains to be seen if 2017 will be a sea-change year for the US tax code, but you can still count on using Microsoft Excel to compute...
Form 1040
Article
Jan 17th 2017
Taxpayers who make mistakes on their 1040 forms are subject to stiff penalties and interest charges, all nondeductible. Are taxpayers...
Form 1040
Article
Jan 23rd 2017
Despite continuous cuts to IRS budgets and shrinking staffs, the agency remains able to deal with taxpayers who fail to file returns. The...
pile of tax documents
Article
Jan 24th 2017
2
If you’re anything like me, you were sitting there waiting for e-file to start on Jan. 23. This must be what IndyCar drivers experience...
Blog
1
This is the time of the year when tax professionals work six-seven days a week and very long hours. Thus, it’s critical for them to conduct...
tax frustrations
Article
Jan 31st 2017
Come April, the annual rite of passage known as filing your income taxes will be upon us, but this year there is some good news for...
person at a desk filling in an online calendar
Article
Feb 3rd 2017
1
During a hectic tax season, any time away from actual accounting can be problematic, and this is especially true when scheduling your...
volunteers
Article
Feb 6th 2017
There are valuable tax breaks for volunteer workers who perform chores for religious institutions and other charitable organizations...
Form 1040
Article
Feb 6th 2017
For accountants and tax return preparers who wonder if they get paid enough for the lunacy that is busy season, a recent survey by the...
man at table speaking with business clients
Article
Feb 7th 2017
It is important to take an interest in your clients outside of their business accounting needs and there is no better time to do this than...
child care
Article
Feb 13th 2017
To hold down a job, do you pay someone to care for a child under the age of 13, a disabled dependent of any age, or a disabled spouse?...
Form 1095-C
Article
Feb 14th 2017
It’s the second year of employer reporting under the Affordable Care Act (ACA), and while the law might soon be altered or replaced, for...
Form 1120
Article
Feb 15th 2017
The IRS has issued final versions of 2016 Form 1120, US Corporation Income Tax Return ; Form 1120S, US Income Tax Return for an S...