Do you have a valid PTIN? Getting or renewing a Preparer Tax Identification Number (PTIN) is required for preparing or assisting in preparing a return or refund claim. This article provides a step-by-step guide on how to get a PTIN, including the application process, fees, and renewal requirements.
Read More How to Get a PTIN So You Can Prepare Your Clients’ Tax ReturnsTips for Accountants Articles
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15 Funny Accounting Jokes & Quotes to Get Through Tax Time With a Smile
Busy season for accountants can be a stressful time. You work long hours—sometimes around 100 hours a week—and crunch endless numbers during tax season. Who says you can’t find some humor amidst the piles of paperwork?
Read More 15 Funny Accounting Jokes & Quotes to Get Through Tax Time With a SmileWebinar Video: Leveraging 401(k) Benefits for Business: What You Need to Know in 2024
Watch Patriot Software & Vestwell’s free webinar to learn about the key tax benefits available to businesses that set up a 401(k) plan, what changes to know in 2024, and how to choose the right plan.
Read More Webinar Video: Leveraging 401(k) Benefits for Business: What You Need to Know in 2024Shortage of Accountants: What’s Going On?
You’ve likely heard about—or experienced firsthand—a shortage of accountants. So what gives? Where did all the accountants and prospective accountants go? And what can you do if you experience talent shortages in your firm?
Read More Shortage of Accountants: What’s Going On?Webinar Video: The 7-Minute Conversation With Cash Flow Mike (Financial Health)
Join industry expert Mike Milan, known as “Cash Flow Mike,” as he discusses a technique that will help you look at the financial health of any business in minutes.
Read More Webinar Video: The 7-Minute Conversation With Cash Flow Mike (Financial Health)Accountants Navigating the FTC Safeguards Rule
As the compliance deadline of June 9, 2023 approaches, accountants must ensure they’re adhering to the Federal Trade Commission (FTC) Safeguards Rule. This can be a daunting task, but there are ways you can streamline the process. In this article, we’ll discuss the nine requirements of the Safeguards Rule and provide tips for compliance.
Read More Accountants Navigating the FTC Safeguards RuleWhat Are CPE Credits for Accountants?
You’ve passed your CPA (certified public accountant) exam—hooray! But to keep your license active, you need to receive CPE credits according to your State Board of Accountancy’s requirements. So, what are CPE credits, and how can you earn them?
Read More What Are CPE Credits for Accountants?Am I There, Yet? Taking Time off Work From Your Firm
Accountants aren’t famous for taking vacations. They’re known for working hard and seldom taking breaks. But long hours and late nights aren’t sustainable forever. If taking time off work isn’t on your radar, you may need to consider it eventually. Read on to learn how to take time off work as an accountant.
Read More Am I There, Yet? Taking Time off Work From Your FirmFuture of Accounting: 6 Game-changing Trends to Keep on Your Radar
Trends constantly come and go in the accounting world. At one point in time, managing books by hand was all the rage (and the only way to do it). Now, cloud-based accounting is on the rise. So, what does the future of accounting look like? Read on to find out the latest trends and how […]
Read More Future of Accounting: 6 Game-changing Trends to Keep on Your RadarWhen Is Busy Season for Accountants, Plus 5 Tips on Surviving
Late nights, long hours, and lots of coffee. Sound familiar? If you’re an accounting professional, this may happen to you throughout the year. But, there are a few times in particular when the work days get longer. Cue busy season. So, when is busy season for accountants? And, how can you survive it without burning […]
Read More When Is Busy Season for Accountants, Plus 5 Tips on Surviving