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The Role of the CPA Tax Fixer
A new federal report released yesterday about errors by paid tax preparers repeats what past studies have shown: tax return mistakes are extensive and serious, and they put both taxpayers and preparers at risk. A significant portion of my work stems from errors in self‑prepared returns and in returns prepared by unregulated tax preparers. In…
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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…