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Tax Office Operations Manual – PDF Download

This comprehensive manual outlines effective company policies and procedures and communicates them to your employees and clients. Help your staff understand your company’s philosophy to increase consistency in your operations. Includes an editable Word file and forms template so you may customize…

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Ways to Unplug After Tax Season [COVID Edition]

The extended tax season is finally over! While most people in the industry use this time to take a vacation and travel, that’s becoming a bit of a challenge during COVID times. Pandemic or not, if you’ve been knee deep in tax…

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How to Avoid COVID-19 Related Fraud

Fraud is a constant struggle in the tax world. We’ve seen natural disaster related fraud, identity theft, tax fraud, tax preparer fraud. Now we have one more to be vigilant about: COVID-19 scams. The IRS recently sent out a notice warning the…

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