Articles

Insightful strategies and tactics to grow your firm

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Article
All You Need to Know About IRS Form 8855

Demystify IRS Form 8855: Understand its purpose, eligibility, and step-by-step filing instructions. Simplify estate planning and tax management with expert guidance.

November 21, 2023

Article
IRS Form 8918 Material Advisor Disclosure: All You Need to Know

IRS Form 8918, known as the Material Advisor Disclosure Statement, is a form material advisors file to disclose their participation in reportable transactions. Here's all…

November 21, 2023

Article
How to Design and Offer Accounting Advisory Services 

Learn how to design and offer accounting advisory services that meet the needs of your target market and help you achieve your business goals. This…

November 8, 2023

Article
IRS Form 2848 Instructions for Filing Power of Attorney

Running a company can be a struggle, especially for small business owners. Between managing projects, handling finances, and sourcing for clients, there’s a lot to…

November 8, 2023

Article
IRS Form 5472 instructions for Filing

Complying with international tax reporting requirements, like filing Form 5472, ensures foreign entities are operating within the legal parameters set by the IRS. We cover…

November 3, 2023

Article
IRS Form 8821 Instructions for Filing

It is important for accountants to know of form 8821 and how to file it. Here are the step-by-step form 8821 instructions to help you.

November 2, 2023

Article
Why Your Accounting Project Management Software Should Have CRM

Both client relationship management (CRM) and accounting project management software seek to establish order and save time by organizing client and work information in one…

October 30, 2023

Article
How to use Spreadsheets with Your Accounting Workflow Management Software

Accounting technologies have advanced beyond spreadsheets, but accountants still use Excel for workflow management—besides their actual accounting and bookkeeping work. In this article, we look…

October 30, 2023

Article
IRS Form 2553 Instructions for Filing

S corporation is the tax savings option for businesses. Here are the Form 2553 instructions you need to file and migrate to this classification.

October 30, 2023

Article
5 Ways to Optimize Your Firm’s Productivity Using an Accounting Practice Management Software

The key to optimizing any accounting firm for productivity lies in streamlined processes that ensure no staff member spends one more minute than necessary on…

October 29, 2023

Article
7 Essential Aspects of Your Accounting Firm You Need to Automate

Starting a firm is a joyous moment for many accounting professionals. The thrill of landing clients, generating revenue, and scaling the business is second to…

October 19, 2023

Article
What is IRS Form 5472? Here’s All You Need to Know

IRS Form 5472, known as information return, is a mandatory tax form for reportable transactions between a reporting corporation and its foreign related party. Here's…

October 13, 2023

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