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Displaying: April 2017

Evaluating Tax Season

You made it! Tax season is over!  While clients may not be piling through the door to have their tax returns filed, there’s still work to be done. Evaluating your season and planning for next season is an important task to tackle right now while everything is fresh. Before you pack that suitcase and head off […]

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What to Tell Your Clients Who Are Late to the Filing Party

It’s late filing season and there are roughly 40 million taxpayers that have yet to file their taxes. Are some of your clients included in that number? Here are some things to communicate to clients regarding extensions. Automatic Extensions There are some taxpayers in special situations that qualify for automatic extensions. That’s right, they don’t even have […]

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Are You Conducting Thorough Tax Interviews?

  I was recently interviewed by CBS 6 News about finding the right tax preparer. The story began with a woman who received a refund anticipation loan after being told she would be getting a refund. Turns out she actually owed taxes, and the preparer needed to file an amendment. Her tax preparer, who didn’t want […]

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6 tips for getting an accounting job after graduation

As the “real world” encroaches, the pressure to find a job before graduation intensifies, especially when your classmates are sharing their employment plans. Don’t fret – not everyone has a job for after graduation. Here are 6 tips to keep in mind when looking for employment.

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Tip of the month: How to prepare for the CPA Exam on test day

Having an exam day ritual is almost as important as making sure you studied enough for the section you are sitting for. Always make sure you prepare a plan for exam day - from the minute you wake up to the minute you arrive at the Prometric Testing Center. Here's what should go into that plan.

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Boost the Morale in Your Office for Laugh at Work Week

It may be all hands on deck as we finish out the tax season but it’s important to make sure you keep up the morale in the office. This week is Laugh at Work Week, the perfect time to have some fun. Laughter and humor are an important part of the workplace. Laughter has been […]

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