The Tax Flow

If you and your staff would like more time to spend with family and friends, I would consider taking Tax Flow a try! This is our 3rd year using the App and have experience higher revenues, weekends off (during tax season) and less stress. Stop trying to run your tax flow office with spreadsheets!

Reach out to our team via www.thetaxflow.com or give me a call to schedule a demo and see how we can help!

The Tax Flow | Tax Office Management Software | Tax Return Tracking App Manage your tax practice | Increase staff productivity | Expedite preparation process | Increase revenues

Be careful with 529 plan funding. If your children are anticipating going to college, many consider creating a 529 college savings plan. You may then fund the savings plan (or have someone else fund it) on behalf of your child. However, remember the deposits into 529 accounts are considered a gift and are subject to the annual gift giving limits.