It's time for my annual look back on how the tax season went. Unlike the last 3 seasons, I don't have a lot to complain about.
How was my tax season? Better than 2015 or 2016 in terms of no surgeries or health problems. Yay! Better than ever before in terms of volume and billings. I was about 40% busier this year than last year. I also have about 40% more tax returns on extension compared to last year. Again, yay! And [...]
Regular readers of my blog know I like to hit back at the "experts" who say accountants are doing a disservice to our clients by not being "proactive" enough.
Every day, literally every single day, I learn something new about taxes. When people wonder why it “costs so much” to have a tax return prepared, consider: it’s impossible for a preparer to know every little thing about every nook and cranny of the tax code. Sure, you’re paying the preparer to get it right, but [...]
My firm is mostly cloud-based. This sometimes makes clients nervous, but my response is: as long as you're careful who you choose for a cloud provider, it can be just as secure, if not more secure, than your laptop.