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I Don’t Like Calling Myself a “Tax Expert” Anymore
Image courtesy of user NeuPaddy on www.pixabay.com The National Association of Enrolled Agents bills EAs as “America’s Tax Experts.” At various times in my career I have been introduced to people as a...
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Sometimes I Wonder What I’m Missing
Image courtesy of Pixabay.com One time, someone (who is not a client) said to me: “I get paid as a 1099 consultant, but my CPA has it all run through my LLC so I don’t have to pay taxes on it.” Another...
View ArticleThings I Learned About Taxes this Week: September 4, 2020
I have decided to make this a running feature on my blog, to show just how hard taxes are. I am regarded as a “tax expert” and present CPE courses to other tax pros almost every day. Yet I learn new...
View ArticleThings I Learned About Taxes this Week: September 4, 2020
I have decided to make this a running feature on my blog, to show just how hard taxes are. I am regarded as a “tax expert” and present CPE courses to other tax pros almost every day. Yet I learn new...
View ArticleMy Tax Reform Wish List: Instantaneous Audits
First of all if one were to really dig into ways to reform the tax system in this country, there are MANY things one could come up with. This particular wish of mine is 1) not the most important...
View ArticleWhat Millennial Business Owners Want, And Seem to be Willing to Pay For!
The bookkeeping software company Xero recently released a report, available here, which shows that “millennial” business owners are unhappy with their accountants — 50% are unhappy and are looking to...
View ArticleThe Tax Field is Broken
Imagine that you run a local diner. In the past, you’ve had busy times such as the lunch rush or dinner rush where it’s overwhelming, but the busy times come and go and most of the time it’s just...
View ArticleOn Clients Hating their Tax Pro
Before you read this post, read “The Tax Field is Broken” for background. When I take on a new client who was working with a prior preparer, almost 100% of the time the client isn’t just dissatisfied...
View ArticleSolo Operator Blues: Adding Advisory Services is a Good Idea … But Hard to...
I write often on this blog about the struggles of being a solo operator. I do this, even though sometimes I say too much on a blog my clients read, because I think it’s important for people to know...
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The 4 Factors of Small Business Success
Image courtesy of user “johnhain” on Pixabay.com I wrote about this topic in a post a couple of years ago, where I was pushing back against the “experts” who say accountants need to be more “proactive”...
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