Do Bing and Google use data from social media sites in determining their search results?

Posted on April 5, 2012

Many of our CPAs and Tax Accountants are hesitant in using social media to market their practices. We usually discuss the Facebook success stories and they are convinced quickly enough. However, [..]

Tax accountants should be careful not to overthink search engine optimization (SEO).

Posted on April 4, 2012

One trend we have seen in the last year is the explosion of “expert SEO” providers across the country. They usually contact clients by spamming them. Many do not even have their own [..]

Dealing With Conflicting CE Reporting Periods For CTEC and The IRS

Posted on April 2, 2012

With the advent of the IRS Registered Tax Preparer Program, California Registered Tax Preparers (CRTPs) are faced with dual continuing education (CE) requirements to annually renew their registration [..]

Tax Professionals are now using skype for client tax interviews.

Posted on March 28, 2012

This year we have seen more CPAs and Tax Accountants using skype for client tax interviews. The skype technology (and others like it) allow you to securely place calls to clients anywhere in [..]

Marketing for Accountants: New Idea for Accountants - Use government unclaimed property Websites to build client good will and find new prospects.

Posted on March 26, 2012

Recently, while researching where a missing tax refund was located, I found the California unclaimed property search Website. While I couldn't track down my missing tax refund (perhaps because [..]

Rackspace Hosted Webmail Maintenance - Saturday March 24, 2012 from 1:00am US-CST to 2:00am US-CST.

Posted on March 22, 2012

As part of Rackspace's effort to continually improve their product offerings, they will be performing a maintenance on our hosted email platform. The maintenance window is scheduled to occur [..]

Stock Transactions Reporting (1099B) Can Be A Nightmare

Posted on March 21, 2012

Beginning with the 2011 tax return, reporting stock transactions has become significantly more complicated because of the new requirement for brokerage firms to track the purchase price of stocks [..]

Tax Professionals Need Legal Consent When Filing Registered Domestic Partner Returns

Posted on March 20, 2012

Filing returns for California registered domestic partners (RDPs) has been a complicated topic on our tax technical support forum, CW Connect, this tax season. To make things easier for tax professionals, [..]

Marketing for Accountants - What are QR Codes?

Posted on March 19, 2012

During the last few months, we have received quite a few inquiries from our CPA and tax accounting clients about QR Codes. QR Codes can be used to save information into a scannable barcode. Anyone [..] is Mentioned in "10 Blogs with Tax Advice for the Average Joe" article.

Posted on March 19, 2012, a leading tax advice blog for individuals, was recently mentioned on list of "10 Blogs with Tax Advice for the Average Joe" article. Taxbuzz [..]

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