Checking the Status of Your Tax Refund

The “Where’s My Refund?” tool is available on and through the IRS mobile app, IRS2GO. Updated daily, “Where’s My Refund?” has the most up-to-date information about the status of your refund. The tool displays when your return is received, approved and sent. After the IRS approves the refund, an actual refund date is provided.

6 Tips For Improving Your Client Experience

As today’s decision makers shift, so too are the expectations around client service. Understanding what clients want is important. While there are some trends or commonalities across generations, the fact is, people are changing. To exceed client expectations, it’s important that CPA firms pay close attention to their client experience and invest in it. Here are six tips to help you to improve your client experience.

Data Breaches – 6 Lessons Learned the Hard Way

In our cyber security practice, we receive many calls.  Each call is different, but common elements emerge.  Below are 6 lessons we have learned and some advice people wish they had heard sooner.

Protecting Your Personal Data from Thieves

One only needs to read the daily news to realize that hackers are getting better and protecting your personal data is more important than ever. Criminals continue to steal large amounts of personal data from taxpayers. Taxpayers can follow a few simple steps to protect their personal and financial data online.

Four Tax Credits That Can Mean a Refund for Eligible Taxpayers

Taxpayers might be eligible for a tax refund and don’t even know it. The IRS reminds taxpayers that they might qualify for a tax credit that can result in money in their pocket. Taxpayers need to file a 2017 tax return to claim these credits. Below are four tax credits that can mean a refund for eligible taxpayers:

2018 Accounting Firm Growth Trends & Predictions

January is a great time to take advantage of growth opportunities and re-evaluate your policies, taking into consideration the trends and changes we anticipate in the profession. This article will identify a few key areas accounting firms should focus on in 2018.