There are a lot of reasons people trust tax pros and accountants to manage their tax situations, but probably the biggest one is they need someone they trust who can confidently tackle the complicated details of tax compliance and dealing with the IRS. But who’s looking out for tax pros

Do you get the sense that nothing will ever go back to “normal”? Goodness, if you’re paying attention to the popular culture, you can’t help but feel like things seem to be falling apart. Popular “consensus” is falling by the wayside in an increasingly-fractured society, and the last 18 months

Tune in to hear a pair of successful accounting professionals who have niched their services to a specific clientele and made significant inroads into that community in their area (and beyond). Lynn and Janet Behm work with 170 real estate professionals in Utah and abroad. Their clients are desperate for

CEO Nate Hagerty sat down recently to talk with long-time client Dean Owen, a CPA based in Kentucky who has successfully grown his practice to 13 employees with over $170M assets in fee-based management. Dean’s story is interesting — from his origin story to the way he uses his tax

I’m not sure if you’re aware of it, but every year, 5 and a half MILLION parents get ready to send their kids off to college. And … most of them completely overpay for the privilege. They simply don’t understand the FAFSA system, and what the universities are looking for

We love hearing successful business stories. Ann Hartz, CPA from Des Moines, Iowa worked to grow from a solo practitioner practice with 100 clients to a thriving firm with five full-time employees and 2,000 clients.  “We all go into business for what we love to do, and I love to