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Simplify your tax preparation invoice process

ThomsonReuters

Here are some basic ways to keep your tax preparation invoice process moving smoothly through the most demanding time of year: Establish file-naming conventions. Offering a mobile app is a critical component of streamlining your digital tax return workflow from start to finish. Are they using the designated tools?

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How Mike Habib, EA Collaborates with CPAs and Lawyers for Tax Representation Referrals

MyIRSRelief

Focus on Core Work: CPAs can concentrate on financial statements, financial assurance, tax preparation and planning, while lawyers can focus on legal strategies, knowing their clients tax issues are in capable hands. Informative Brochures: Distribute co-branded materials highlighting available tax resolution services.

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Are you ready? Prepare for tax season with these essential resources for accountants

ThomsonReuters

Our additional resource page includes webinars, white papers, and events covering a wide range of topics, from technical tax issues to soft skills like leadership. Key tax season resources available Comprehensive guides: Detailed guides covering various aspects of tax preparation, planning, and compliance.

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How to embrace change and unlock your firms potential

ThomsonReuters

By comparing a tax return with last year’s documents, the right software like UltraTax CS flags problems before it’s too late to fix them. Listen to what Tim Downing, Owner of Downing & Company, had to say about UltraTax CS and how it changed his company’s tax preparation process.

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The role of technology and AI in advisory services

ThomsonReuters

AI-powered tax technology can also streamline tax preparation, bookkeeping, and audit workflows, significantly reducing errors and improving efficiency.

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Marketing for accounting firms: individuals vs. small businesses

ThomsonReuters

You can do this online through blogs, white papers, webinars, and podcasts, or offline through speaking engagements and networking opportunities. Use case studies, white papers, and other educational content for marketing purposes. Turning tax clients into full-service clients.

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Spotlighting Women in Advisory Practice: “Create a culture where everyone is happy,” says Alicia Shaul, CPA firm entrepreneur

ThomsonReuters

The first quarter was about planning for the year; the second quarter focused on the client’s financial performance and profitability improvement; the third quarter focused heavily on financial statement projections; and the fourth quarter outlined the year-end wrap-up, including W-2 paperwork and tax projections.