Retaining existing clients and recruiting new clients are driving factors when it comes to maintaining and growing your business. Since both of these factors rely on quality communication regarding the services and products your firm provides, we’ve put together a few tips for creating an effective marketing plan that won’t break the company budget.

Congress’s Bipartisan Budget Act was enacted in November. As a result, two strategies for Social Security planning are no longer options for retirees. As a tax professional, here is what you need to know.

The end of the year has arrived, and April is only a few months away. As tax season approaches, getting the low-down on 2015 tax changes is crucial. Check out our latest blog post to learn more about specific tax updates that will affect how your clients prepare for the 2016 tax season.

With the holidays rapidly approaching, it’s time for wrapping up year-end finances and charting a financial plan for the new year. Read our latest blog post to prepare for client questions and New Year’s financial resolutions that might come your way this holiday season!

While studies show that divorce rates are steadily declining in the United States, research reflects that almost half of all marriages in the U.S. still end in annulment or divorce. To help your clients avoid divorce-related financial pitfalls, take a look at our latest blog.

Surgent’s blog discussing helpful ways to work with diverse environments in a productive work place.

Surgent’s blog, 5 Desired Traits of Entry-Level Auditors, discusses the characteristics needed to become successful as a tax professional.

The Internet Tax Freedom Act (ITFA) was enacted by Congress and signed by President Bill Clinton in 1998 with the intent of preventing Internet access from being taxed by local and state governments.

Federal Perkins Loan Program expired in September. As a result, many students will have to take a different approach to financial aid. As a tax professional, here is what you need to know.

Learn how to advise clients to get the most tax benefits out of their real estate investment.