Find value in what you love: One tax CPA’s value pricing story

In 2006, Dominique Molina, CPA, had a revelation: she was working too much. It was busy season, and like many nights, she was working late from her home office. As the owner of a successful tax firm in San Diego, she felt a great pressure resting on her shoulders. In a laser-focused, deadline-driven push to … Continue reading Find value in what you love: One tax CPA’s value pricing story

What to do when your client gets terrible health news

No one knows when a health crisis will strike. We can take steps to mitigate our risks — eat healthy food, exercise more often, quit smoking — but that doesn’t mean we can plan whether we’ll get sick. But we can plan financially. Jim Sullivan, CPA/PFS, specializes in working with clients suffering from chronic illnesses. He … Continue reading What to do when your client gets terrible health news

5 tax tips for the newly engaged couple and their CPA

I’m getting married in June, and for me, wedding planning has been relatively simple and drama-free. I’ve buttoned up the budget, signed every contract, booked travel and have a final headcount for the caterer. There’s just one thing that’s still unsettling my mind. What’s going to happen to my taxes? It seems like such a … Continue reading 5 tax tips for the newly engaged couple and their CPA

Offbeat vacation ideas for the adventurous CPA

Busy season is officially over. You’ve been powering through all season. Returns are in, and extensions are filed. And most importantly, your clients are happy because you’re a powerhouse CPA. Now that you have free time on your calendar, it’s time to take your superhero-self on vacation. Deciding where to go on vacation can be … Continue reading Offbeat vacation ideas for the adventurous CPA

Next step for tax reform: Busy season

Tax reform is now law. A few weeks ago, Congress passed H.R.1, a tax reform bill known as the Tax Cuts and Jobs Act. Its full title is “An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.” On Dec. 22, President … Continue reading Next step for tax reform: Busy season