CPA Practice

NOVEMBER 1, 2024

MSL provides audit, tax, and consulting services and its key strengths include a robust audit practice for clients in the healthcare, public sector, construction, real estate, commercial products, and nonprofit industries.

Florida 104

Florida accounting firms Real Estate accounted 104

ThomsonReuters

DECEMBER 4, 2024

Filing business tax returns is no doubt an intricate process, but with the right workflow, accounting firms can streamline the process, reduce errors, and ensure compliance. Prepare and review the tax return 4. Documents correspond to how the LLC is taxed (as a sole proprietorship, partnership, or corporation).

tax return 52

tax return business tax accounting firms Tax 52

CPA Practice

OCTOBER 31, 2024

tax professionals responsible for managing sales tax obligations for independent retailers reveals that 97% of respondents say they have automated or plan to automate their sales tax compliance process. A new Avalara survey of U.S. The survey, which was conducted from Oct. The survey, which was conducted from Oct.

Sales 116

Sales Tax accounting and finance bookkeeping 116

CPA Practice

NOVEMBER 12, 2024

Learn how Avalara integrates seamlessly with your existing tech stack, saving time, reducing costly errors, and hear firsthand from a firm that has supported clients through their tax compliance journey. We live and breathe sales tax and license compliance. Plus, earn CPE credit!

Technology 126

Technology Sales Indiana Tax 126

ThomsonReuters

JANUARY 23, 2025

Jump to The benefits of GenAI Barriers to the integration of GenAI in tax and accounting Addressing barriers with AI-powered solutions Secure your firms future with AI integration In the rapidly evolving world of tax and accounting, generative AI (GenAI) is emerging as a powerful tool that can revolutionize the way professionals work.

accounting firms 64

accounting firms Tax accounted accountant 64

ThomsonReuters

NOVEMBER 26, 2024

If there is one thing accountants and tax preparers know for sure, it’s that an efficient tax workflow is key to remaining competitive in an increasingly digital tax and accounting landscape. To achieve this, many forward-looking accountants and tax preparers are shifting toward a fully digital tax workflow.

Technology 52

Technology accounting firms Tax tax preparation 52

ThomsonReuters

MARCH 3, 2025

While advanced tax technology and automation are nothing new for most accounting firms, the introduction of agentic AI is redefining what classifies as a mundane task. With agentic AI, accountants can automate complex pieces of the tax return process. Its already transforming firms that use it strategically.

Tax 93

Tax accounted accountant Account 93

TaxConnex

FEBRUARY 27, 2024

Your sales tax obligations depend on knowledge and that knowledge often resides in a professional tax specialist (usually an accountant) who helps your company meet its sales tax obligations. This is a complicated time for sales tax obligations – and a terrible time to try to hire an accountant.

Sales 264

Sales Tax accounted accountant 264

CPA Practice

NOVEMBER 11, 2024

This webinar will be held on Tuesday, December 3, 2024 at 1:00pm ET Sponsor: Avalara Duration: 1 Hour Register Now We’ll demonstrate how automation integrates with popular accounting platforms to save time, reduce risk, and enhance efficiency. We live and breathe sales tax and license compliance. Plus, earn free CPE credit!

Tax 116

Tax Indiana Technology CPA 116

ThomsonReuters

NOVEMBER 14, 2024

Application of predictive analytics in accounting : Firms use predictive analytics for cash flow estimates, tax impact forecasts, fraud detection, strategic decisions, and more. By swiftly identifying trends, patterns, and anomalies, accounting professionals can deliver more data-driven, strategic insights to their clients.

accounting firms 52

accounting firms accounted accountant Account 52

ThomsonReuters

DECEMBER 10, 2024

Blog home As artificial intelligence continues to rapidly evolve , a new concept is emerging that tax and accounting professionals need to be aware of: agentic AI. For tax and accounting firms, agentic AI has the potential to dramatically transform workflows, client services, and the nature of professional work itself.

audit 91

audit Tax Technology tax return 91

ThomsonReuters

DECEMBER 10, 2024

Blog home As artificial intelligence continues to rapidly evolve , a new concept is emerging that tax and accounting professionals need to be aware of: agentic AI. For tax and accounting firms, agentic AI has the potential to dramatically transform workflows, client services, and the nature of professional work itself.

audit 97

audit Tax Technology tax return 97

Acterys

DECEMBER 20, 2023

Accounting firms provide financial management services to businesses, including advisory services, bookkeeping, tax preparation, and auditing. For many accounting firms, there remains the opportunity to improve speed, efficiency, and quality. But too many businesses still rely on manual solutions.

accounting firms 130

accounting firms Finance accounted accountant 130

AdviceForTaxpreparers

SEPTEMBER 8, 2020

Advice for Tax Preparers Making tax preparers lives easier one blog at a time HOME. Earn $20 per Book Promoting My Tax Preparer Book from Home in Your Spare Time. My name is Bill Meador and I am writing a book to help tax staff succeed in a public accounting firm tax department. That’s fine.

tax preparation 246

tax preparation Tax cpa firm tax return 246

CPA Practice

AUGUST 28, 2024

CPA Practice Advisor has announced the 2024 Tax and Technology Innovation Award winners and finalists. After voting by the awards committee panel each year, the top five products are presented as winners of the Tax and Accounting Technology Innovation Awards. In 2004, under the editorial leadership of Gregory L.

Technology 124

Technology accounting firms accounted accountant 124

ThomsonReuters

MAY 28, 2024

Jump to: 2024 top priorities Key Insights from the 2024 State of Tax Professionals Report Preparing your firm for the future In the ever-evolving landscape of tax and accounting, professionals are continually adapting to new challenges and opportunities.

accounting firms 111

accounting firms accounted accountant Account 111

TaxConnex

JULY 26, 2022

Partnerships, just like your sales tax obligations, evolve over time. Sales tax is not a set it and forget it task, so if you’ve handed things off and aren’t sure how things are going, it may be time for a check-up with your provider. Has your boss contacted you about a sales tax issue? Too Much Time Spent on Oversight?.

Sales 246

Sales Tax tax return Technology 246

Withum

FEBRUARY 21, 2024

Withum is excited to share that USA TODAY and Statista named the Firm on the list of America’s Most Recommended Tax and Accounting Firms 2024. Previously, Withum was recognized annually by Forbes and Statista on the America’s Best Accounting and Tax Firms lists.

accounting firms 119

accounting firms Tax accounted accountant 119

Accounting Insight

NOVEMBER 5, 2024

With today’s launch, IRIS rolls out two initial Enterprise product offerings: Enterprise Tax and Enterprise Accounts Production. IRIS Elements Enterprise offers a seamless, secure way to get there, allowing firms to pay for what they need and add extra features as they scale up.”

accounting firms 52

accounting firms tax return accounted accountant 52

TaxConnex

FEBRUARY 3, 2022

Sales tax has evolved a lot in recent years. So has the sales tax audit. Examiners can still show up and go over your books in person, and tax agencies will still send audit notices via snail mail. Many events can ignite a sales tax audit. And why not? What if you get flagged? Are they happening more often?

audit 245

audit Sales Tax auditor 245

CPA Practice

APRIL 16, 2024

My generation is more focused on maintaining that work-life balance,” said Kowal, who works at accounting firm EisnerAmper in Philadelphia. “A Last summer she became a tax accountant at wealth management firm Stonehage Fleming. Still, some firms must turn down potential client work at times.

accounting firms 134

accounting firms accounted accountant Account 134

CPA Practice

AUGUST 19, 2024

In addition to ongoing security and compliance needs, accounting firms face unique challenges when recruiting and retaining employees, offshoring, and increasing operational efficiencies. She has taught introductory accounting and personal finance courses, and she is a former computer applications instructor at the Indiana CPA Society.

accounting firms 116

accounting firms Indiana cpa firm accounted 116

CPA Practice

OCTOBER 29, 2024

Businesses want to use big data to their advantage and will pay accounting firms for data-driven forecasts and projections. AI is assisting accounting professionals, allowing them to offer greater insights into the financial health of their clients’ businesses with forecasts and projections. Organize tax information.

accounting firms 111

accounting firms accounted accountant Account 111

CPA Practice

OCTOBER 18, 2024

TaxPlanIQ, a provider of tax planning software for tax and accounting firms, is hosting a one-day free Virtual Summit entitled “Your Playbook for Building a Tax Planning Empire” next week. This online-only event will take place from 11 a.m. Free registration is available until Oct.

tax planning 59

tax planning Tax CPA accounting firms 59

Going Concern

NOVEMBER 8, 2024

PwC accused of interfering in Australian tax leaks probe [ Financial Times ] PwC has been accused of interfering in Australia’s political and regulatory affairs after documents revealed the Big Four accounting group warned its local firm against co-operating with investigations into a damaging tax leaks scandal without permission.

Florida 98

Florida Mississippi audit auditor 98

ThomsonReuters

JULY 30, 2024

Historically, accounting firms have operated under a transactional billing model, providing once-a-year services primarily focused on tax compliance and reporting. To learn more about shifting your firm to an advisory services business model, explore Practice Forward today.

accounting firms 105

accounting firms accounted accountant Account 105

Going Concern

APRIL 19, 2024

Rightworks has released their inaugural 2024 Accounting Firm Technology Survey and the results tell us what we already done knew: Accounting firms are hesitant to adopt next-gen technology. The top benefits cited were the ability to support flexible/remote workers and heightened firm and client data security.

accounting firms 122

accounting firms Technology accounted accountant 122

ThomsonReuters

MARCH 18, 2025

Jump to The AI spectrum in accounting and tax Why your AI position matters Common questions on the AI journey Take the AI readiness quiz In the rapidly evolving landscape of tax and accounting, artificial intelligence has emerged as more than just a buzzwordit’s becoming an essential component of modern practice management.

accounting firms 52

accounting firms Technology accounted accountant 52

ThomsonReuters

DECEMBER 19, 2024

Jump to Automating digital asset compliance workflows What can cryptocurrency tax software do? Strategic digital asset reporting implementation for tax professionals Act now and gain a competitive edge The tax landscape is evolving rapidly, especially with the emergence of digital assets like cryptocurrencies.

Tax 52

Tax accounted accountant Account 52

CPA Practice

JUNE 24, 2024

I asked ChatGPT what forms it recommended for a CPA firm. Here is the answer I got (since ChatGPT is nondeterministic, you won’t get the exact same answer I got.): For a CPA (Certified Public Accountant) firm, creating and utilizing various forms and templates can significantly streamline practice management tasks.

accounting firms 124

accounting firms cpa firm accounted accountant 124

ThomsonReuters

DECEMBER 16, 2024

Keep your clients updated with your data protection As the integration of generative AI (GenAI) technology becomes increasingly prevalent in the tax and accounting industry, ensuring data security is paramount. And, with the rise of cyber threats and data breaches, safeguarding sensitive client information has become a top priority.

Tax 52

Tax audit accounting firms Education 52

CPA Practice

DECEMBER 3, 2024

UHY is getting an injection of private equity funding from Boston-based investment firm Summit Partners, calling it a significant milestone in its growth and strategic development, the top 30 accounting firm said on Dec. With this deal, more than 35% of the top 30 accounting firms in the U.S.

Non-Profits 111

Non-Profits tax consultant auditor cpa firm 111

CPA Practice

MAY 15, 2024

The technologies used in professional accounting firms continue to evolve and shape how practices function, from client service, to staffing issues, and overall management and growth. The result: Drake wins this category again this year, showing the loyalty many professionals have for this company’s tax systems.

Technology 119

Technology accounting firms cpas accounted 119

CPA Practice

FEBRUARY 8, 2024

Accounting firms employing cloud-based technology solutions experience higher levels of growth, but many are still grappling with how to harness the full power of such tools for strategic benefit. However, a very low number of firms – only 9% – believe they are maximizing the use and value of their current technology.

accounting firms 122

accounting firms Technology accounted accountant 122

CPA Practice

NOVEMBER 24, 2024

This webinar will be held on Thursday, December 5, 2024 at 1:00pm ET Sponsor: Canopy Software Duration: 1 Hour Register Now Join us for an insightful webinar designed to help accounting firms transform their workflows by first identifying and understanding their core and additional services. Learn more at [link].

Indiana 98

Indiana CPA Education Illinois 98

CPA Practice

NOVEMBER 5, 2024

Top 200 accounting firm LGA has merged with Abbott & Co., a Lexington, MA-based accounting firm led by Mellinda Abbott. Mellinda prides herself in fostering personal relationships with her clients,” the firm’s website states. Abbott & Co. Personal relationships of any kind were unacceptable.

audit 98

audit accounting firms public accounting tax planning 98

Going Concern

OCTOBER 18, 2024

Firm Watch Accountancy firm BDO fined €1.3 million for work with Russian-held football club Vitesse [ NL Times ] The fine is regarding the work that BDO did as an accountant for football club Vitesse, and a holding company of the former owner of the club, Russian businessman Valeri Oyf, sources told FD.

audit 104

audit auditor New York accounting and finance 104