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CPA Coaching on Demand
A tax pro wrote: “just because someone prepares and files your income tax return does not make them available to you on a weekly basis throughout the year.” A client said: “My lawyer says every time I call, he is charging me $700 an hour”. I take an entirely different approach with a career focused…
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The accounting work plan
The accounting work plan works best if we understand the process from a high level first, before jumping into the specifics. The step-by-step process that we promote – we call it a “work plan” – is:1-Clarify the problem and agree on the goal2-Outline the options with the risks and benefits of each approach3-Agree on a…
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Managing IRS issues during the shutdown
The IRS is mostly closed, and live taxpayer assistance is unavailable. However, I have not noticed any adverse impact on working with IRS on problem resolution cases through Tax Pro Services online and Practitioner Priority Services by telephone. So, for now, we will plan to maintain our work flow as usual. We should consider the…