- TaxDome- what a joke!
I renewed TaxDome 5 weeks before they announced their major price increase. I had not used it once since renewing. They refused to refund my money or give me any type of partial credit. Total BS.
31 points25 comments2 d ago
- Tax Season Weekly Meetings
I finally made it to management and I don’t want to micromanage people during tax season like I had experienced in years and firms past. What have you done in your weekly meetings to help staff...
25 points39 comments6 d ago
- How Do You Handle Client Status Updates When Returns Are Waiting for Review?
I have seven staff accountants reporting to me, and I’m responsible for reviewing all their tax returns. As you can imagine, seven people can prepare returns much faster than one person can review...
21 points31 comments5 d ago
- What are small firms doing for servers and remote access?
I'm taking over a small practice that's currently using Rightworks to host its applications and data. The cost is around $15K annually, which seems excessive for what will probably be a two-person...
19 points47 comments6 d ago
- How to Run a table at expos/events?
Hi Everybody, In about 1 months time, I will be at a small business event where I will have a table for my tax firm that I run. If anybody has any tips, dos and don’ts, advice on how to make it go...
18 points13 comments4 d ago
- Do you use US Master Tax Guides?
I have an ADP rep in my inbox offering a free US Master Tax Guide if I take a meeting. I already buy TheTaxBook (Deluxe, Deluxe Supplement, and All-States). Am I missing something by not having...
18 points15 comments5 d ago
- Signing an NDA Pre-engagement
Has anyone had a client that insisted on an NDA before even discussing the basic details of the engagement? I flat out told the client's rep that it sounds like at worst a scam; at best a high...
15 points17 comments2 d ago
- Is November and December slow for new client acquisition?
Started my firm less than a year ago. August through October I added at least 1 to 3 new clients per week. Local referrals and also Google ads worked well. Now it seems like new clients coming in...
15 points28 comments2 d ago
- Curious what you would charge for this
Potential client emailed me. Partnership with 7 partners. Only received $800 in residuals. What would you charge for their prep?
12 points36 comments5 d ago
- Past returns review request
A client is asking me to review several years of past returns that I filed to see if they provided income they discovered is reportable. This seems more like a them problem than mine. Am I being...
11 points20 comments6 d ago