Meeting the IRS Registered Tax Preparer (RTRP) 2-Hour Ethics Requirement

Posted on March 8, 2012

The new IRS 15-hour continuing education requirement includes a 2-hour Ethics CPE standard. Many live tax update seminars do not cover ethics, so it can be easy to forget your ethics hours. ClientWhys [..]

Tax season headaches caused by foreclosure and debt relief tax problems.

Posted on March 7, 2012

Our ClientWhys Connect Tax Technical Support Forum has been buzzing with questions about issues facing clients with foreclosure and debt forgiveness issues. While these issues are complex, we [..]

ClientWhys Websites - Steven Meyerson, CPA

Posted on March 6, 2012

"No, Emochila definitely is NOT Clientwhys!! Emochila does provide web sites for accountants and I used them for 3 years. I then found Clientwhys. It has proven to be a much better product. [..]

Two quick questions to ask at each tax appointment

Posted on February 23, 2012

The following may sound like common sense as a marketing for accountants best practice. But, it is something easily forgotten during the busy tax season. Client relationships are a CPA and Tax [..]

Beware of the AICPA Tax Return fraud notification email.

Posted on February 22, 2012

There is a malicious email going around supposedly sent from the AICPA. Do not open this email and delete it from your email account. It references a notice of alleged assistance in tax return [..]

Browser Maintenance 101 - Clear your Cache

Posted on February 21, 2012

When you surf the web, accessing websites, files, images and other content, your browser caches, or stores, all that information on your computer. These files, which are called temporary Internet [..]

Why Passwords and Security are so important to your Tax Accounting Practice

Posted on February 21, 2012

We have recently heard of a few experiences where CPA and Tax Preparer email accounts have been hijacked. The harm this does to your business and finances can vary. Point blank...you need to [..]

1099-K Business Return Reconciliation Eliminated

Posted on February 16, 2012

The Housing and Economic Recovery Act of 2008 required third-party payment entities, such as credit card companies, to begin filing informational returns with the IRS reporting merchant card [..]

ClientWhys Websites - Wright Accounting, Inc.

Posted on February 15, 2012

"So far we have received a fair amount of clients (of the caliber that we want) from the website and are very pleased with the overall site and message. It has already paid for itself for [..]

ClientWhys Websites - Coannah Financial Solutions

Posted on February 10, 2012

"I have really appreciated your business. I haven't found anything as professional for accountants resources and love all the services and material you offer. I am so glad I found your [..]

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