Tips for Accountants Articles

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.

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?

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?

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.

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?

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.

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 […]

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 […]