Entries by Chris


Although we truly missed seeing everyone at our in-person seminar event, we realize that the benefit of reaching more of our clients in this online platform for 2020 may be one silver lining to the adaptations we have all had to make this year.

Top 4 Ways to Secure Your Wintax Data

1. Windows Lock Screen – One of the simplest ways to protect your data is to lock your computer after it has idled for a short time. Enabling this is simple. Push your windows start button and type the words ‘Screen saver.’ Then, choose the option for turning on the screen saver, or changing the […]

Get Ready for Taxes: Get ready now to file 2020 federal income tax returns

WASHINGTON – The Internal Revenue Service today encouraged taxpayers to take necessary actions this fall to help them file their federal tax returns timely and accurately in 2021, including special steps related to Economic Impact Payments. This is the first in a series of reminders to help taxpayers get ready for the upcoming tax filing […]

Bank Product Integration

The ability to provide a variety of options for the payment of your preparation fees, as well as provide other financial products your clients may be interested in, is important to many tax professionals. Many look to bank products to provide that flexibility.

How to Grow Your Practice by Sharing Your Expertise

If growing your tax practice is a top priority, we applaud you and are excited to see your success. We all know it can be conflicting as to where to start your efforts in refining your business-building practices. A strong foundation of basic areas to focus on can be found in my article “The Top […]


This year has been one for the history books! Years down the road we wonder if our grandchildren and great grandchildren will look at us in awe as we talk about 2020. One of the funniest memes we saw was from the movie “Back To The Future”. It has Marty and Doc working with the […]