Abe: If you have to explain it verbally every time someone asks who reports to whom, it’s outdated. Your org chart should match how decisions are actually made — not how they were made two years ago. A: Yes — unless responsibilities are clearly divided. Dual reporting often creates conflicting priorities and diffused [...]
Tax season brings a lot of important communication—and unfortunately, it can also bring scams. Each year, fraudsters take advantage of increased tax activity to try to collect personal and financial information. At Abacus!, better guidance means helping you know what to watch for and when to pause before acting. Awareness Is Your First Line of Defense Tax-related scams often appear during this [...]
When you mail important tax documents, like your federal return or an estimated tax payment, the date printed on the envelope matters. For decades, taxpayers have relied on the U.S. Postal Service (USPS) postmark date to meet IRS filing and payment deadlines under the “timely mailing = timely filing/paying” rule found in federal tax law (Internal [...]
As tax season begins, W-2s and 1099s are landing in mailboxes and inboxes. Before you file your return, it is important to take a few minutes to review these forms for accuracy. Catching errors early can help prevent delays, IRS notices, or amended returns later. How to Review Your W-2 or 1099 for Errors Start by [...]
Follow this step-by-step guide to sign up for an account on the Abacus! App (mobile version), or view our web version step-by-step guide here to learn how to sign up on your web browser. Step 1 On the abacuspro.com homepage, click on the Abacus! App link in the right hand corner of [...]
Tax season is here, and it’s time to get everything in order for a smooth and stress-free filing. Whether you’re doing it yourself or working with a tax professional, being organized is key to making the process as simple as possible. To help you prepare, we’ve put together a comprehensive tax season checklist of the documents [...]
Follow this step-by-step guide to fill out your Engagement Letter and Tax Organizer using the Abacus! App (web version). View our mobile step-by-step guide here to learn how to use the app on your mobile device. Step 1 Sign in with your existing Abacus! App account, or sign up using your registered [...]
Follow this step-by-step guide to sign up for an account on the Abacus! App (web version), or view our mobile step-by-step guide here to learn how to sign up on your mobile device. Step 1 On the abacuspro.com homepage, click on the Abacus! App link in the right hand corner of your [...]
Abe: Coaching is appropriate when an issue is isolated, minor, and not yet a pattern. Enforcement is necessary when expectations have already been communicated, when behavior repeats, or when a policy clearly applies. The key is consistency. Coaching should not become an excuse to avoid enforcement. A: Yes, but it must be communicated [...]
January quietly becomes the most documented month of the year for many organizations. Performance conversations begin, attendance expectations reset, PTO carryover questions surface, and leaders start “keeping an eye on things.” How documentation is handled now often determines whether employee relations issues stay manageable—or escalate later. Why January Documentation Carries Extra Weight Several common January [...]
