Practice Management

How to Use Time Batching to Boost Productivity in Your Virtual Tax Practice

Anastasia Masters of G2 outlines 4 steps for using time batching to boost your productivity and run your virtual tax practice e...

Anastasia Masters Anastasia Masters
14 Nov, 2019
Practice Management

Small Business Checklist for Tax Practice Owners

If you’re a new tax practice owner, here are five things you need to do to get your business up and running.

Micala Ricketts Micala Ricketts
13 Nov, 2019
Practice Management

3 Spooky Clients You Should Avoid

This Halloween season, we discuss three types of “spooky” clients to avoid in your practice.

Jessica Lundin Jessica Lundin
23 Oct, 2019
Practice Management

Why Client Transparency Matters in Your Tax Practice

Every strong relationship is based on trust, and the key to gaining and keeping the trust of your clients is practicing transpa...

Micala Ricketts Micala Ricketts
9 Oct, 2019
Practice Management

What You Need to Know About Filing IRS Form 8821

While you’ll eventually need to file a power of attorney for clients you’re representing to the IRS, you may consider filing Fo...

Micala Ricketts Micala Ricketts
7 Oct, 2019
Practice Management

8 Simple Ways to Manage Clients Efficiently

One way to add more time to your week, and take control of your hectic schedule, is to practice efficient client management.

Micala Ricketts Micala Ricketts
4 Oct, 2019
Practice Management

3 Ways to Help Your Clients Renew Their ITINs

If you have a client with an expiring Individual Taxpayer Identification Number (ITIN), here's how you can help them renew it.

Meg Monk Meg Monk
20 Sep, 2019
Practice Management

10 Benefits of Managing a Virtual Tax Practice

Just like many other small businesses today, you can create a virtual team for your tax practice and achieve massive success do...

Carly Moore Carly Moore
11 Sep, 2019
Practice Management

How to Go Paperless in Your Tax Practice

Going paperless will allow you to spend more time on meaningful work, save you money, and help grow your tax practice.

Micala Ricketts Micala Ricketts
21 Aug, 2019
Practice Management

How to Reactivate Your Suspended e-Services Account

If the IRS suspends your e-Services account, follow these steps to get it reactivated.

Micala Ricketts Micala Ricketts
2 Aug, 2019
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