https://accountants.intuit.com/taxprocenter/author/sandrawileytax/
Sandra Wiley, Author at Tax Pro Center | Intuit
tax pro centersandrawileyauthorintuit
https://accountants.intuit.com/taxprocenter/practice-management/moving-your-practice-to-year-round-recurring-revenue/
Moving your practice to year-round recurring revenue - Tax Pro Center | Intuit
Apr 1, 2022 - Practices looking to boost their cash flow should provide services beyond tax preparation. Get three practical strategies from Josh Lance, CPA, CGMA, to...
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https://accountants.intuit.com/taxprocenter/tax-law-and-news/key-facts-about-section-529-plans/
4 key facts about Section 529 plans - Tax Pro Center | Intuit
Aug 13, 2024 - Understand the ins and outs of Section 529 plans to educate your clients on potential tax savings.
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https://accountants.intuit.com/taxprocenter/author/robingervaistax/
Robin Gervais, EA, NTPI Fellow, Author at Tax Pro Center | Intuit
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https://accountants.intuit.com/taxprocenter/practice-management/elevate-2025-virtual-conference-may-14-15/
Elevate 2025 virtual conference: May 14-15 - Tax Pro Center | Intuit
May 13, 2025 - Blast off into space and get set to rise to new heights! Get more info on this spring's virtual conference, "Elevate 2025."
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https://accountants.intuit.com/taxprocenter/author/taxpro023/
Greg Goldfarb, Author at Tax Pro Center | Intuit
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https://accountants.intuit.com/taxprocenter/tag/esignature/
esignature Archives - Tax Pro Center | Intuit
tax pro centeresignaturearchivesintuit
https://accountants.intuit.com/taxprocenter/tax-law-and-news/taxpayers-can-now-file-amended-returns-electronically/
Taxpayers can now file amended returns electronically - Tax Pro Center | Intuit
Nov 5, 2020 - Get information on Form 1040-X to help your clients electronically amend their returns.
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https://accountants.intuit.com/taxprocenter/author/gingoodman/
Gin Goodman, Author at Tax Pro Center | Intuit
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https://accountants.intuit.com/taxprocenter/tax-law-and-news/pass-through-entity-taxation-for-business-growth/
Pass-through entity taxation for business growth - Tax Pro Center | Intuit
Jul 18, 2024 - In this article, understand more about pass-through entities and the effect the Tax Cuts and Jobs Act had on the entities.
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https://accountants.intuit.com/taxprocenter/tax-law-and-news/social-security-benefits-may-be-taxable/
Social Security benefits may be taxable - Tax Pro Center | Intuit
Feb 10, 2022 - Understand the IRS' rules on taxing Social Security benefits, and pass these guidelines along to your clients.
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https://accountants.intuit.com/taxprocenter/practice-management/how-to-choose-the-best-accounting-workflow-software/
How to choose the best accounting workflow software - Tax Pro Center | Intuit
Aug 17, 2022 - Get on-point advice from Ian Vacin on how to choose your tax firm's software.
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https://accountants.intuit.com/taxprocenter/client-relationships/best-practices-for-building-trust-with-your-clients/
Best Practices for Building Trust With Your Clients - Tax Pro Center | Intuit
Mar 5, 2019 - Discover how to cultivate more meaningful relationships with your clients in this article from Heather Satterley, EA.
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https://accountants.intuit.com/taxprocenter/author/leslieskellytax/
Leslie Skelly, Author at Tax Pro Center | Intuit
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https://accountants.intuit.com/taxprocenter/author/bradylievenstax/
Brady Lievens, Author at Tax Pro Center | Intuit
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https://accountants.intuit.com/taxprocenter/author/taxpro98/
Jim Streets, CPA, Author at Tax Pro Center | Intuit
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https://accountants.intuit.com/taxprocenter/tag/fraud-and-security/page/2/
fraud and security Archives - Page 2 of 11 - Tax Pro Center | Intuit
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https://accountants.intuit.com/taxprocenter/tax-law-and-news/annual-inflation-adjustments-for-ty-2022-and-2023/
Annual inflation adjustments for TY 2022 and 2023 - Tax Pro Center | Intuit
Nov 6, 2023 - Get a handy chart that outlines the year-over-year inflation adjustments on some higher impact provisions of the tax code. You can refer to these figures in...
tax pro center
https://accountants.intuit.com/taxprocenter/author/jimmcginnistax/
Jim McGinnis, Author at Tax Pro Center | Intuit
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https://accountants.intuit.com/taxprocenter/advisory-services/the-path-to-advisory-now-available-for-download/
The Path to Advisory: Now available for download - Tax Pro Center | Intuit
Aug 22, 2023 - Download a new guide to developing an advisory services practice. The guide is full of guidance, tips, and checklists.
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https://accountants.intuit.com/taxprocenter/author/taxpro17/
Alan Crouse, CPA, Author at Tax Pro Center | Intuit
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https://accountants.intuit.com/taxprocenter/tax-law-and-news/business-year-end-planning-tips/
Business year-end planning tips - Tax Pro Center | Intuit
Oct 23, 2023 - Help your business clients sort out year-end tax planning with this set of tips, including asset purchases, method of accounting, and more.
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https://accountants.intuit.com/taxprocenter/client-relationships/firm-of-the-future-profile-chad-ridner/
Firm of the Future Profile: Chad Ridner - Tax Pro Center | Intuit
Sep 14, 2018 - I recently sat down with Chad Ridner, entrepreneur and president of Two Roads, the 2015 Firm of the Future winner, to get to know more about him and his firm,...
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https://accountants.intuit.com/taxprocenter/practice-management/how-to-help-your-team-refocus-after-summer/
How to Help Your Team Refocus After Summer - Tax Pro Center | Intuit
Mar 5, 2019 - Get some tips on how to ease your staff back to work after summer vacation season.
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https://accountants.intuit.com/taxprocenter/practice-management/roth-ira-and-roth-401k-planning-strategies/
Roth IRA and Roth 401(K) planning strategies - Tax Pro Center | Intuit
Apr 1, 2022 - Explore the advantages of tax-free Roth plan strategies, and how to incorporate them as part of wealth management.
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https://accountants.intuit.com/taxprocenter/practice-management/how-my-client-handled-id-theft/
How my Client Handled ID Theft - Tax Pro Center | Intuit
Oct 17, 2017 - Once upon a time, a young consultant named Marcia was having a romantic, candlelit dinner with her husband. This evening quickly turned into a nightmare that...
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https://accountants.intuit.com/taxprocenter/practice-management/technology-to-make-your-life-easier-in-2021/
Technology to make your life easier in 2021 - Tax Pro Center | Intuit
Apr 22, 2022 - Focusing on your tax firm's front office is just as important as your back office. Implement best practice solutions with help from Darren Root, CPA.CITP, CGMA.
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https://accountants.intuit.com/taxprocenter/proconnect/what-book-is-on-your-night-table/
What Book is on Your Night Table? - Tax Pro Center | Intuit
Feb 17, 2017 - One key to a successful tax season is taking breaks and recharging. Do you watch your favorite Netflix show, cook a meal or read just a good book? Here are...
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https://accountants.intuit.com/taxprocenter/
Tax Pro Center | Intuit | Tax Pro Center
Jul 15, 2026 - The Tax Pro Center offers articles, infographics, videos and tools from Intuit executives and industry experts for tax professionals who seek insights to take...
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https://accountants.intuit.com/taxprocenter/category/webinars/page/2/
Webinars Archives - Page 2 of 2 - Tax Pro Center | Intuit
Join Intuit and industry experts to expand your expertise while earning CPE and CE credits. Learn at your own pace with both live and recorded webinar training.
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https://accountants.intuit.com/taxprocenter/client-relationships/introducing-your-bundled-service-packages/
Introducing your bundled service packages - Tax Pro Center | Intuit
Aug 22, 2023 - Get expert guidance on how to present a bundled service package to your clients.
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https://accountants.intuit.com/taxprocenter/author/ashleydavistax/
Ashley Davis, Author at Tax Pro Center | Intuit
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https://accountants.intuit.com/taxprocenter/author/kaseyclarktax/
Kasey Clark, Author at Tax Pro Center | Intuit
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https://accountants.intuit.com/taxprocenter/author/barrymacquarrietax/
Barry MacQuarrie, CPA, Author at Tax Pro Center | Intuit
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https://accountants.intuit.com/taxprocenter/author/chrischapmantax/
Chris Chapman, CPA, Author at Tax Pro Center | Intuit
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https://accountants.intuit.com/taxprocenter/author/petercullentax/
Peter Cullen, MBA, Author at Tax Pro Center | Intuit
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https://accountants.intuit.com/taxprocenter/tag/basis-series/
basis series Archives - Tax Pro Center | Intuit
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https://accountants.intuit.com/taxprocenter/author/borisshhmuklertax/
Boris Shmukler, Author at Tax Pro Center | Intuit
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https://accountants.intuit.com/taxprocenter/tag/oil-and-gas-series/
oil and gas series Archives - Tax Pro Center | Intuit
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https://accountants.intuit.com/taxprocenter/tax-law-and-news/new-retirement-plan-rules-for-2020-and-beyond/
New retirement plan rules for 2020 and beyond - Tax Pro Center | Intuit
Jun 1, 2020 - Find out more about the SECURE Act and how it affects your clients.
tax pro centernew retirement
https://accountants.intuit.com/taxprocenter/author/williamenglishtax/
William English, Author at Tax Pro Center | Intuit
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https://accountants.intuit.com/taxprocenter/category/virtual-conference/
Virtual Conference Archives - Tax Pro Center | Intuit
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https://accountants.intuit.com/taxprocenter/author/kevinsmithtax/
Kevin Smith, Author at Tax Pro Center | Intuit
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https://accountants.intuit.com/taxprocenter/author/taxpro25/
Hector Garcia, CPA, Author at Tax Pro Center | Intuit
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https://accountants.intuit.com/taxprocenter/author/taxpro44/
Nade Murray, Author at Tax Pro Center | Intuit
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https://accountants.intuit.com/taxprocenter/author/januarycolandrea/
January Colandrea, CPA, Author at Tax Pro Center | Intuit
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https://accountants.intuit.com/taxprocenter/author/kiaraurbinatax/
Kiara Urbina, Author at Tax Pro Center | Intuit
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https://accountants.intuit.com/taxprocenter/practice-management/celebrating-and-honoring-black-history-month/
Celebrating and honoring Black History Month - Tax Pro Center | Intuit
Feb 8, 2023 - In this dynamic article, three Black accountants discuss the impact and influence Black culture has had on their practices and lives.
black history monthtax pro centercelebratinghonoringintuit
https://accountants.intuit.com/taxprocenter/practice-management/creating-an-advisory-workflow-in-the-cloud/
Creating an advisory workflow in the cloud - Tax Pro Center | Intuit
Aug 22, 2023 - In this case study by Jim Buffington, CPA, discover how Marc Berger, CPA, relies on the cloud for workflow and advisory services.
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https://accountants.intuit.com/taxprocenter/author/taxpro71/
David Williams, Author at Tax Pro Center | Intuit
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https://accountants.intuit.com/taxprocenter/author/taxpro43/
Jackie Meyer, CPA, CTC, Author at Tax Pro Center | Intuit
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https://accountants.intuit.com/taxprocenter/author/julienilsentax/
Julie Nilsen, Author at Tax Pro Center | Intuit
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https://accountants.intuit.com/taxprocenter/client-relationships/onboarding-new-clients-to-your-firm/
7 steps to onboarding new clients to your firm - Tax Pro Center | Intuit
Aug 17, 2022 - Making a great first impression is very important, especially when it involves a new tax or accounting client. Get seven timely and practical tips from Ian...
tax pro centernew clients
https://accountants.intuit.com/taxprocenter/tax-law-and-news/the-basics-of-taxes-on-crypto/
The basics of taxes on crypto - Tax Pro Center | Intuit
Aug 24, 2022 - Understand the ins and out of the tax treatment for crypto assets in this article by Romeo Razi, CPA.
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https://accountants.intuit.com/taxprocenter/practice-management/5-strategies-to-grow-critical-thinking-skills/
5 Strategies to Grow Critical Thinking Skills - Tax Pro Center | Intuit
Oct 17, 2017 - Critical thinking skills are often mentioned as a key trait employers seek in potential hires. But what exactly is critical thinking? Conversations with other...
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https://accountants.intuit.com/taxprocenter/practice-management/the-strategic-edge-of-niche-specialization/
The strategic edge of niche specialization - Tax Pro Center | Intuit
Feb 7, 2025 - Embracing a niche transcends traditional accounting practices, allowing firms to become experts in specific verticals or segments.
tax pro centerstrategic edgenichespecializationintuit
https://accountants.intuit.com/taxprocenter/advisory-services/measuring-your-firms-ror/
Measuring your firm's ROR - Tax Pro Center | Intuit
Jul 23, 2024 - Find out more about ROR, the Return on Relationship, and how this applies to your advisory services delivery.
tax pro centermeasuringfirmrorintuit
https://accountants.intuit.com/taxprocenter/practice-management/optimizing-your-firm-for-hybrid-and-remote-work/
Optimizing your firm for hybrid and remote work - Tax Pro Center | Intuit
Aug 18, 2025 - Get timely advice to ensure your firm is set up properly for remote and hybrid work, and understand how to improve your firm's security.
hybrid and remote worktax pro center
https://accountants.intuit.com/taxprocenter/tax-law-and-news/depreciation-and-like-kind-exchange-planning/
Depreciation and Like-Kind Exchange Planning - Tax Pro Center | Intuit
Jul 23, 2020 - Steve Eubanks, EA, examines how the Tax Cuts and Job Act affects Sec. 179 and like-kind exchanges so you can help your clients make the right tax planning...
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https://accountants.intuit.com/taxprocenter/author/christianriveratax/
Christian Rivera, CPA, Author at Tax Pro Center | Intuit
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https://accountants.intuit.com/taxprocenter/practice-management/transforming-client-success-keynote-presentation-from-patti-newcomer/
Transforming client success: keynote presentation from Patti Newcomer - Tax Pro Center | Intuit
Aug 22, 2023 - In this video, Patti Newcomer welcomes participants to the May 2020 virtual conference and gives her thoughts about how firms can use advisory services to...
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https://accountants.intuit.com/taxprocenter/author/taxpro28/
Christiane Hile, Author at Tax Pro Center | Intuit
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https://accountants.intuit.com/taxprocenter/advisory-services/how-to-scale-advisory-services-to-your-clients/
White paper: Scaling advisory services to your clients - Tax Pro Center | Intuit
Jul 14, 2025 - By tailoring your expanded services not only to your clients but your firm, you can progress to the next level. Download this White Paper.
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https://accountants.intuit.com/taxprocenter/tax-law-and-news/which-expenses-are-deductible/
Which Expenses Are Deductible? - Tax Pro Center | Intuit
Feb 27, 2020 - Get a summary of deductible and non-deductible expenses from Mike D'Avolio, CPA, JD, and share the summary with your tax clients.
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https://accountants.intuit.com/taxprocenter/tag/life-changes/
life changes Archives - Tax Pro Center | Intuit
tax pro centerlife changesarchivesintuit
https://accountants.intuit.com/taxprocenter/practice-management/workflow-tools/creating-capacity-with-automation/
Creating capacity with automation - Tax Pro Center | Intuit
Aug 26, 2024 - Jim Buffington, CPA, created a practical roadmap that will help you create your tech stack and focus on firm goals.
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https://accountants.intuit.com/taxprocenter/tax-law-and-news/irs-unveils-proposed-w-4-design-for-2020/
IRS Unveils Proposed W-4 Design for 2020 - Tax Pro Center | Intuit
Jun 4, 2019 - Learn about the IRS proposed W-4 design for 2020.
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https://accountants.intuit.com/taxprocenter/author/astridgalveztax/
Astrid Daniela Galvez, EA, Author at Tax Pro Center | Intuit
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https://accountants.intuit.com/taxprocenter/author/megangenestarnowtax/
Megan Genest Tarnow, Author at Tax Pro Center | Intuit
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https://accountants.intuit.com/taxprocenter/author/dukemooretax/
Duke Alexander Moore, EA, Author at Tax Pro Center | Intuit
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https://accountants.intuit.com/taxprocenter/tag/covid-19/
COVID-19 Archives - Tax Pro Center | Intuit
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https://accountants.intuit.com/taxprocenter/practice-management/tools-for-remote-team-collaboration/
9 tools for remote team collaboration - Tax Pro Center | Intuit
Oct 21, 2020 - Finding ways to make your collaboration with your team and clients is important, especially when working remotely. Get key information on nine tools from Ian...
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https://accountants.intuit.com/taxprocenter/practice-management/propelling-your-firm-forward-in-2021/
Propelling your firm forward in 2021 - Tax Pro Center | Intuit
Jun 23, 2021 - We share tips to implement in 2021 to propel your firm forward and achieve success for the next five years and beyond.
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https://accountants.intuit.com/taxprocenter/practice-management/workflow-tools/impact-of-crm-portal-and-pm-software/
Impact of CRM, portal, and PM software - Tax Pro Center | Intuit
Jul 2, 2025 - Discover the benefits CRMs, portals, and practice management software can have on your tax practice in this article from Jonathan Young.
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https://accountants.intuit.com/taxprocenter/tax-law-and-news/civil-audits-beware-the-fraud-trap/
Civil Audits: Beware the Fraud Trap - Tax Pro Center | Intuit
Jun 18, 2019 - An IRS notice of examination of a tax return brings great anxiety to our clients. It also takes us to the great unknown as to how the process will play out. We...
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https://accountants.intuit.com/taxprocenter/tag/proseries/page/2/
proseries Archives - Page 2 of 4 - Tax Pro Center | Intuit
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https://accountants.intuit.com/taxprocenter/tax-law-and-news/the-genius-act-and-the-new-cryptocurrency-rules/
The GENIUS Act and the new cryptocurrency rules - Tax Pro Center | Intuit
Sep 12, 2025 - Learn the ins and outs of the GENIUS Act, how it affects your clients who have stablecoins, and how it can help clients plan for the future.
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https://accountants.intuit.com/taxprocenter/author/sarahcahilltax/
Sarah Cahill, CPA, Author at Tax Pro Center | Intuit
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https://accountants.intuit.com/taxprocenter/category/practice-management/
Practice Management Archives - Tax Pro Center | Intuit
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https://accountants.intuit.com/taxprocenter/author/taxpro9/
Paul Bonner, Journal of Accountancy, Author at Tax Pro Center | Intuit
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https://accountants.intuit.com/taxprocenter/practice-management/what-is-workstream-collaboration/
What is workstream collaboration? - Tax Pro Center | Intuit
Aug 17, 2022 - Find out how workstream collaboration can have a positive impact on your tax and accounting firm; Ian Vacin offers his guidance and expertise.
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https://accountants.intuit.com/taxprocenter/author/scytron/
Scott Cytron, Author at Tax Pro Center | Intuit
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https://accountants.intuit.com/taxprocenter/tag/proseries/
proseries Archives - Tax Pro Center | Intuit
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https://accountants.intuit.com/taxprocenter/author/pameladuystax/
Pamela Duys, CPA, CGMA, MT, Author at Tax Pro Center | Intuit
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https://accountants.intuit.com/taxprocenter/author/kimharristax/
Kim Harris, Author at Tax Pro Center | Intuit
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https://accountants.intuit.com/taxprocenter/author/dawnscrantontax/
Dawn Scranton, CQA, Author at Tax Pro Center | Intuit
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https://accountants.intuit.com/taxprocenter/author/thomaswilliamstax/
Thomas J. Williams, EA, Author at Tax Pro Center | Intuit
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https://accountants.intuit.com/taxprocenter/author/mattkanastax/
Matt Kanas, Author at Tax Pro Center | Intuit
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https://accountants.intuit.com/taxprocenter/author/ericgreentax/
Eric Green, Esq., Author at Tax Pro Center | Intuit
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https://accountants.intuit.com/taxprocenter/tax-law-and-news/irs-rules-on-nutrition-wellness-and-health-expenses/
IRS rules on nutrition, wellness, and health expenses - Tax Pro Center | Intuit
Mar 30, 2023 - Understand whether certain costs related to nutrition, wellness, and health expenses can be paid or reimbursed in HSAs and related accounts.
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https://accountants.intuit.com/taxprocenter/?guide-type=how-to-guide
How To Guide Archives - Tax Pro Center | Intuit
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https://accountants.intuit.com/taxprocenter/practice-management/embracing-subscription-models-and-value-pricing/
Embracing subscription models and value pricing - Tax Pro Center | Intuit
Mar 24, 2025 - Get clear guidance on transitioning your firm to a subscription/value-pricing model, and discover the benefits for you and your clients.
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https://accountants.intuit.com/taxprocenter/tax-law-and-news/taxprotalk-thank-you-notes/
TaxProTalk: Thank You Notes - Tax Pro Center | Intuit
Sep 20, 2018 - In this episode of TaxProTalk, Tony and Jim write thank you notes as they reflect on tax season.
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https://accountants.intuit.com/taxprocenter/tax-law-and-news/crypto-estate-planning-will-or-living-trust/
Crypto estate planning: Will or living trust? - Tax Pro Center | Intuit
Nov 7, 2022 - Take a deeper dive into crypto estate planning with this article by Pamela Days, CPA, CGMA, MT.
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https://accountants.intuit.com/taxprocenter/author/garymuenchtax/
Gary Muench, CPA, Author at Tax Pro Center | Intuit
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https://accountants.intuit.com/taxprocenter/tax-law-and-news/qualified-business-income-deduction-hot-topics/
Qualified Business Income Deduction Hot Topics - Tax Pro Center | Intuit
Jun 18, 2019 - As we near the business filing deadline, read this recap some of the topics related to the qualified business income (QBI) deduction, or sec. 199A, about which...
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https://accountants.intuit.com/taxprocenter/practice-management/want-to-be-an-advisor-shift-your-perspective/
Want to be an advisor? Shift your perspective! - Tax Pro Center | Intuit
Aug 22, 2023 - One of the traits of a trusted advisor is to be able to shift the way you view your engagements; get some tips from Geni Whitehouse, CPA.
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https://accountants.intuit.com/taxprocenter/tax-law-and-news/irs-announces-changes-to-retirement-plans-for-2022/
IRS announces changes to retirement plans for 2022 - Tax Pro Center | Intuit
Dec 22, 2021 - Get an updated list of retirement contribution limits for 2022.
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https://accountants.intuit.com/taxprocenter/practice-management/training/3-ways-to-reduce-your-employee-knowledge-gap/
3 Ways to Reduce Your Employee Knowledge Gap - Tax Pro Center | Intuit
Sep 10, 2018 - Learn three ways to help the employees in your tax and accounting practice stay up to speed on processes, industry trends and more.
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https://accountants.intuit.com/taxprocenter/tax-law-and-news/ptin-rules-you-may-not-have-known/
PTIN Rules You May Not Have Known - Tax Pro Center | Intuit
Jul 29, 2016 - Anyone who prepares, or assists in preparing, substantially all of a federal tax return, or claims for refund for compensation, must have a valid PTIN...
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