The Client Whisperer’s Guide to Last-Minute Filers
Wes Kimple
February 2, 2026
Every tax season begins with optimism. Clean calendars, orderly workflows, and the quiet belief that this will be the year
Blog
Building a Client Intake System That Doesn’t Break Under Pressure
Wes Kimple
February 2, 2026
Every CPA firm has felt the quiet panic that starts upstream. Not with tax returns, not at the review level,
How to Handle W-2 and 1099 Corrections
Wes Kimple
February 2, 2026
It’s common to identify W-2s and 1099s that require correction following the January 31st filing deadline. Having a systematic way
Retiring Soon? Consider These Five Tax Implications of Selling Your Firm
Ted Sullivan
January 27, 2026
Boost employee satisfaction and save on health insurance costs with a Section 125 Plan. Discover the tax advantages and simple setup process for your small business.
Eight Deal Structure Considerations for Payroll Owners Thinking About Selling
Ted Sullivan
January 27, 2026
Boost employee satisfaction and save on health insurance costs with a Section 125 Plan. Discover the tax advantages and simple setup process for your small business.
2026 Payroll Compliance Preview for CPA Firms
Elizabeth Pagliei
January 13, 2026
Boost employee satisfaction and save on health insurance costs with a Section 125 Plan. Discover the tax advantages and simple setup process for your small business.
Leveraging Payroll Data for Strategic Insights
Elizabeth Pagliei
January 13, 2026
Boost employee satisfaction and save on health insurance costs with a Section 125 Plan. Discover the tax advantages and simple setup process for your small business.
2025 Payroll in Review: What CPAs Learned and What’s Ahead
Elizabeth Pagliei
January 13, 2026
Boost employee satisfaction and save on health insurance costs with a Section 125 Plan. Discover the tax advantages and simple setup process for your small business.
Considerations Before Selling Your Payroll Business to ADP or Paychex
Ted Sullivan
January 6, 2026
Boost employee satisfaction and save on health insurance costs with a Section 125 Plan. Discover the tax advantages and simple setup process for your small business.
Considering a Sale of Your Payroll Business? Now Is the Time to Act, Talk to ConnectPay
Ted Sullivan
January 6, 2026
Boost employee satisfaction and save on health insurance costs with a Section 125 Plan. Discover the tax advantages and simple setup process for your small business.
Remote Work for CPA Firms: Smart Strategy or Security Gamble?
Wes Kimple
December 18, 2025
Let’s be real. Remote work isn’t going anywhere. What started as a quick fix during the pandemic has turned into
W-2s, 1099s & Contractor Questions: A CPA’s Compliance Checklist
Elizabeth Pagliei
December 17, 2025
Business owners face the same pressures every January: making sure employee and contractor paperwork is filed accurately and on time