Tax & Accounting Blog

Resolve to Evolve Your Practice in 2016

Resolve to Evolve Your Practice in 2016

It’s the start of another year and resolutions abound. While laying off the cookies and hitting the gym top nearly everyone’s list, what about making a resolution to transform your firm’s identity by providing advisory and consulting-based services to your clients? While it may seem overwhelming, especially with tax season looming, making this move is … Read More

Need to Know

Need to Know

Integrating Checkpoint® with UltraTax CS® Puts the Information You Need Right Where You Need It Timothy D. Evans, CPA, MS Tax, has been a tax and accounting professional since 1981, so he remembers when online information searches were in their infancy. “They were expensive and rudimentary,” says Evans, the tax partner at Vicenti, Lloyd & … Read More

Forward-Thinking Firm

Forward-Thinking Firm

[Image ©Eric Millette] Chris Coggins had a new-client presentation to give on behalf of his firm, The Tax Office, Inc., but he didn’t get a chance to prepare for it. Then he remembered the Practice Forward™ materials he’d been given at a Thomson Reuters Partner Summit in 2015. Using the materials, Coggins developed a proposal … Read More