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Practice Management & Compliance

Guidance on running a tax practice, managing risk, and meeting compliance obligations.

Assessing Your Tax Practice and Identifying a Successor

Assessing Your Tax Practice and Identifying a Successor

Succession planning doesn’t start with choosing a successor. It starts with understanding your practice. In this second post in our succession planning series, we look at how to organize your operations, document key responsibilities, and begin evaluating potential successors.
Why Succession Planning Matters

Why Succession Planning Matters

Succession planning is not only about retirement. This post explains why planning matters for tax practitioners, the risks of waiting, and practical building blocks, including emergency planning basics and communication considerations.
How to Implement AI Into a Tax Practice (Tips and Tricks)

How to Implement AI Into a Tax Practice (Tips and Tricks)

Discover how to integrate AI into your tax practice effectively. From identifying workflow pain points to ensuring data quality and ethical compliance, this guide covers essential steps for adopting AI in the tax industry.
A Tax Preparer’s Thanksgiving Survival Guide

A Tax Preparer’s Thanksgiving Survival Guide

Here at Tax School, we want to take this opportunity to say, “Thank you” to all of you who have attended our Fall Tax School, seminars, and webinars, completed a…
Tax Season Bites: Pairing Food with Financial Crunch

Tax Season Bites: Pairing Food with Financial Crunch

The lead-up to the extension deadline – that exhilarating time when spreadsheets multiply like rabbits, and coffee becomes your muse. Amidst the hustle, why not add some flavor to your…
When Is It Time To Say Goodbye to a Client?

When Is It Time To Say Goodbye to a Client?

Is it time to begin eliminating problematic tax clients? This blog outlines eleven examples of a problematic client and ways to gracefully end the relationship with the difficult, high maintenance ones so you can better serve the rest.