Practice Management & Compliance

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

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

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?

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.

Leveraging the Power of ChatGPT and Other AI Tools in Your Tax Practice

With the advancements in artificial intelligence (AI) and machine learning, there are now powerful tools available, such as ChatGPT, that can greatly streamline your tax preparation practice and enhance your productivity. This article explores how you can effectively use ChatGPT and other AI tools to optimize your tax preparation practice.

Thanksgiving Thoughts from Tax Pros

Happy Thanksgiving, tax pros! Before we stuff ourselves with all manner of feast food (remember, Illinois is still the reigning producer of pumpkins, so really, each piece of pumpkin pie…