Build your practice management platform to work as you need it.
Follow a process for when your tax clients don't follow theirs.
Build your practice management platform to work as you need it
If it has to do with accounting, practice management, or Canopy, it's here.
All-in-one practice management that unlocks the firm you've always wanted.
The Employee Retention Credit (ERC) is a valuable resource that can help businesses navigate the complex world of employee retention, but understanding its complexities and...
There are a lot of compelling reasons to offer tax resolution services, but tax resolution can also get complicated, and that scares away a lot of tax professionals. Luckily, not...
What is Effective Tax Administration?
Let’s address the elephant in this Act. The IRS is getting $80 billion dollars. This is designed to cover the cost of hiring an additional 87,000 IRS employees and improving...
Getting an IRS notice in the mail is probably one of the more frightening tax-related things that can happen to most of your clients. Often, taxpayers are so overwhelmed by the...
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,...
Pulling transcripts through e-Services or over the phone can be one of the most frustrating, time-consuming parts of doing tax work, so many tax pros can’t quite believe it when...
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...
Managing clients—and the inevitable mounds of paperwork that accompany them—is a formidable task for any practice. But when most of your clients don’t even live in the same time...
How much should you charge for tax resolution services? It’s a difficult question to answer. After all, many tax professionals don’t advertise their fees, and even when you do...
When there is a tax debt owed, tax professionals can assist their clients in working out an Offer in Compromise (OIC). This is where the taxpayer and tax collector come to a legal...
IRS Form 656 can be one of the more intimidating IRS forms out there, but it doesn't have to be. Check out our tips for filling out Form 656 out right the first time and get your...
Forty-one percent. That’s the percent of offers in compromise the IRS accepted in 2018. As a former Senior Revenue Officer I can tell you that those acceptances weren’t based on...
Penalties are undesirable consequences of failing to do something right or timely. Whether they are associated with a sporting event, school grades, or when paying taxes,...
Based on 1000+ reviews across these platforms
4.6 stars on G2.com
4.5 stars on Capterra
4.5 stars on GetApp
