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My Tax Season Recap: Business is Booming, But I’m Starting to Hate this Crap

By | April 28th, 2017|Categories: Editorial Commentary|Tags: , |

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 [...]

What Responsibility Does a Client Have in Proactive Planning with an Accountant?

By | December 13th, 2016|Categories: Editorial Commentary|Tags: , |

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.

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I Learn Something New Every Day in this Profession

By | November 15th, 2016|Categories: Editorial Commentary|Tags: |

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 [...]

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I Think the Cloud is More Secure than My Laptop

By | October 26th, 2016|Categories: Editorial Commentary|Tags: , , |

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.

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How to Be a Better Client: Don’t Argue with My Advice

By | October 12th, 2016|Categories: Editorial Commentary|Tags: |

Image courtesy of user "geralt" on Pixabay.com Recently I read an article from the New York Times titled "How Not to Be a Networking Leach: Tips for Seeking Professional Advice." There was one item in particular in that article that made me shake my fist and say "right on, brother!!!" That item was: "Don’t argue [...]

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