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Tax work is full of simple tasks that seem systematically designed to devour your time. These time-eaters—things like defining simple terms for your client via email, writing the...
This is a tale of two tax professionals: Canopy Ken, and Owen Oldschool. Ken and Owen are remarkably similar guys who live astonishingly similar lives—both born in 1975, both...
Tax return fraud has skyrocketed in the past few years. The emergence of new technologies has allowed hackers and criminals to find many new ways to steal taxpayers’ information...
You know you should be using engagement letters in your tax resolution cases, but you're just not sure what your engagement letter should look like. Or maybe you’ve finally...
Engagement letters are the foundation of the legal relationship between tax professionals and their clients. They are letters that, once signed by both you and your client,...
If you're not utilizing client transcripts, you should be! While IRS transcripts are notorious for being convoluted, in the hands of a tax professional who knows how to read them,...
Tax transcripts are treasure troves of information. Accessing and deciphering that information, however, is another thing entirely. Until recently, accessing and translating...
So you want to be a LinkedIn superstar. You’re committed to curating a professional profile, connecting with all the right people, and occasionally even publishing fantastic,...
For the average person, receiving a collections notice from the IRS is a very stressful experience, especially if they can’t pay. For a tax practitioner, however, a client in...
Imagine that Ashley Miller, CPA, wants to develop a social media presence for her practice. She googles "social media for tax pros" to find a place to start and immediately gets...
You're a tax professional. You can work numbers like Eric Clapton works a guitar. You are a veritable god of Excel. The IRM is... okay, the IRM is still a pain, but it's no longer...
If you haven’t made the switch to using cloud-based accounting software in your practice, you’re missing out on infinite potential of improved efficiency. Cloud computing allows...
Your initial interactions with a tax resolution lead can make all the difference when it comes to converting prospective clients to paying customers. You should have two goals in...
Charlie* hadn't filed a tax return in 20 years when he was referred to Financial Harmony Tax Resolution. With Ralph’s compassionate and professional help, Charlie successfully...
Being a tax professional isn't all about crunching numbers day-in and day-out, and we've put together a list of 10 tax pros who prove that. From their hobbies to their accolades,...
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