Best Practices for Tax Professionals

  • The Tax Pro’s Go-To Checklist for Preparing Schedule K-1s 

    This step-by-step checklist helps tax professionals gather the right information, review allocations, and confidently prepare Schedule K-1s for partnerships and S corporations. What will you learn? This practical, process-driven guide walks you through every stage of the K-1 preparation cycle, from reviewing and confirming data to finalizing returns. Get Instant Access to the Checklist Ready…

  • Featured Webinar: Best Practices for Extensions

    Tax extensions don’t have to mean stress or last-minute chaos. During this webinar, you’ll learn: – practical strategies for managing extensions work – keeping clients informed, and – staying organized through final filing deadlines. If you’re ready to work smarter—not longer—this webinar is for you. Complete the form below to access the on-demand recording and…

  • Desk Reference Guide for Tax Year 2025 – Version 3 is here!

    Save time during the busy filing season with a comprehensive tax reference guide for tax year 2025. It’s ready — an updated desk reference guide to help make your life a little easier. Why is the Tax Year 2025 desk reference guide considered a tax season best practice?From a preseason checklist to due diligence requirements to…

  • Taxes for Gig Work: What Tax Pros Need to Know

    In today’s ever-expanding freelance economy, more Americans are working outside traditional employment. Whether it’s delivering meals for DoorDash, creating content on YouTube, or driving for Uber, this growing pool of gig workers brings new challenges for tax professionals — especially with upcoming changes from the One Big Beautiful Bill Act (OBBBA). Here’s what you need…