What should a “tax advisor” actually do? with Wendy Barlin

Proactively calling clients is one of the best ways to change their experience.

Going beyond the basics with Mark Myers

You've got to take care of the basics first, but there is more out there.

What the heck is “tax resolution”?  with Kristine Stevenson

I'm DIYer, I'm all about that but there are limits and it's important to know what they are.

Between two tax pros with Michael Eckstein

Sometimes the basic stuff is the best stuff.

Taxes for the unexpectedly self-employed with Ben Lake

This has to be situation-specific. Seemingly similar situations can have polar opposite recommendations.

All those “employee” benefits and how to think about them with Chris Gaddis

Just giving your employees more money doesn’t necessarily solve their problems.