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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…

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…

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…