In my updated checklist file, I included a “preparer’s work process and procedures checklist.” This started out as a checklist for beginners with step-by-step procedures to follow, but as I got into ...

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A few accountants recently called me to vent about being shorthanded and asked for suggestions on how they could get through tax season without turning down any business or dropping clients. There are ...

Accountants record, track, and analyze financial data. And they’re pretty important, especially at tax time. Do you fully understand your cash flow? If not, get a handle on it with Ultimate Financial ...