cpa firm Florida tax planning 
CPA Practice
NOVEMBER 27, 2023
Top 200 accounting firm H&CO has acquired fellow Florida CPA firm Grennan Fender, which has offices in Orlando and Melbourne. The leadership teams of H&CO and Grennan Fender will work closely to ensure a smooth transition for clients, the firms noted in a news release. The firm had revenue of $31.2
CPA Practice
JUNE 20, 2024
Top 500 accounting firm PAAST, based in Coral Gables, FL, merged with SKJ&T (Sanson, Kline, Jacomino & Tandoc), a CPA firm in Miami, effective May 1. The combined firm continues to work out of their existing offices in Coral Gables and Miami. Originally founded as Sanson, Kline, Jacomino & Co.
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CPA Practice
JUNE 3, 2024
Top 100 accounting firm Rea & Associates has merged in Sarasota, FL-based CPA firm Koontz & Parkin, effective June 1. Koontz & Parkin and Rea & Associates will be one firm under the Rea name, continuing to operate out of the Koontz & Parkin office in Sarasota, in addition to Rea’s Ohio offices.
CPA Practice
SEPTEMBER 20, 2024
CPA firms constantly seek ways to boost efficiency, enhance client satisfaction, and drive growth. While technology and strategies play crucial roles, one often overlooked element can be the key to unlocking your firm’s full potential: document management.
Canopy Accounting
JULY 3, 2024
Profile Alpine Mar CPA and Advisors , founded by Pablo Martell , is a full-service CPA firm based in South Florida. The firm provides comprehensive tax services, accounting and bookkeeping, fractional CFO services, and transaction advisory services.
CPA Practice
JULY 19, 2024
It exists to take the pain out of processes and let professionals working in CPA fi rms and businesses comply with regulations, drive productivity, and better engage with key stakeholders. million – $4,999,999 $5 million – $10,000,000 Over $10 million Do you have a document management system?
CPA Practice
JANUARY 12, 2024
But you know, what I would just point out then on some of the other areas of interest, we’ve been proponents of single portals in the CPA firms for some time. So So they’re, again, when they identify something in a tax return or a tax planning opportunity looks like those letters are going to be potentially password protected.
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