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As regular readers know, I’m a big fan of the National Association of Tax Professionals. They generally provide top-notch education, and I appreciate the fact that they do not discriminate against non-credentialed tax pros.
I’m especially indebted to NATP because when I first started doing taxes, I wasn’t a CPA yet — and spoiler alert: they don’t really teach you that much about taxpreparation when studying for your CPA exams; in fact, three-quarters of the test aren’t related to taxes at all.
As a CPA, John has considerable experience in public and private accounting for the technology industry. LaDonna Keener, CPA has been a Certified Public Accountant licensed in the state of North Carolina since 1997. Moderated by: Gail Perry is the editor-in-chief of CPA Practice Advisor.
Katie Thomas, CPA. Transforming long-form webinars into short-form clips that you can post on LinkedIn and other social platforms. One single webinar can create dozens of clips, helping you fill your social media calendar for quite a while. Streamline TaxPreparation One area where AI can really shine is in taxpreparation.
Register Today Date: Tuesday, July 18, 2023 Time: 2 PM EDT / 1 PM CDT / 11 AM PDT / 6 PM GMT Sponsor: SafeSend Duration: 1 Hour Receive 1 hour of free CPE credit for participating in this live webinar. Already registered for this webinar? Gail Perry is the editor-in-chief of CPA Practice Advisor. Click here to log in.
This webinar will be held on Tuesday, September 10, 2024 at 3:00pm ET Sponsor: Drake Software Duration: 1 Hour Register Now As online communication and storage become the new norm for the taxpreparation industry, data thieves have taken advantage of more opportunities to steal sensitive taxpayer information.
By referring clients to Mike, CPAs and lawyers ensure the best possible outcomes. Focus on Core Work: CPAs can concentrate on financial statements, financial assurance, taxpreparation and planning, while lawyers can focus on legal strategies, knowing their clients tax issues are in capable hands.
This webinar will be held on Tuesday, September 10, 2024 at 3:00pm ET Sponsor: Drake Software Duration: 1 Hour (CPE and CE) Register Now As online communication and storage become the new norm for the taxpreparation industry, data thieves have taken advantage of more opportunities to steal sensitive taxpayer information.
Date: Monday, November 13, 2023 Time: 3 PM ET / 2 PM CT / 12 PM PT / 7 PM GMT Sponsor: Drake Software Duration: 1 Hour Receive 1 hour of free CPE credit for participating in this live webinar. Already registered for this webinar? Are you ready for the upcoming tax season? Click here to log in. He is a U.S. Navy veteran.
[Your credentials] with [#] years of experience helping individuals and small businesses with tax filings and compliance. Saving [your niche] money one tax write-off at a time! Accepting new taxpreparation clients for the 2024 filing season. link to your contact page] c. link to your contact page] d.
As you might imagine, we get quite a few inquiries for taxpreparation services, but a) we only do taxes for our small business accounting & bookkeeping clients, and b) we only work with clients in Illinois, Indiana and Wisconsin. TaxPreparer. It’s an arena rife with underrepresentation issues.).
We continue to urge taxpayers who need help to reach out to a trusted tax professional, including those who work with recognized national organizations.” The IRS reminds taxpayers to make sure they choose a trusted, respected tax professional for help. The IRS has more information available to help taxpayers select a tax professional.
Date: Tuesday, September 12, 2023 Time: 3 PM EDT / 2 PM CDT / 12 PM PDT / 7 PM GMT Sponsor: Drake Software Duration: 1 Hour Receive 1 hour of free CPE credit for participating in this live webinar. Already registered for this webinar? Gail Perry is the editor-in-chief of CPA Practice Advisor. Click here to log in.
This webinar will be held on Wednesday, September 18, 2024 at 2:00pm ET Sponsor: Wolters Kluwer Duration: 1 Hour Register Now Course Overview: Discover how to leverage automation and AI to streamline processes, enhance client service, and drive growth. Gail is a member of the AICPA’s PFS Credential Committee.
In this engaging webinar a panel of accounting professionals will dive into the data, share their insights, and forecast where they see the profession going in the future. Watch the Presentation Panelists: Gail Perry, Editor, CPA Practice Advisor Gail is the editor-in-chief of CPA Practice Advisor.
Firms have various situations when working with clients, such as tax planning, taxpreparation, or risk management. Tax planning and research : Faced with ever-changing tax laws , clients can quickly find it challenging to keep pace and navigate the complexities. What are the paths to advisory services?
The IRS warned that scammers are posing as tax software providers and requesting EFIN documents from tax professionals under the guise of a required verification to transmit tax returns. To register for a session, tax professionals can click on the date/time below. 12 and running each day next week.
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.
This Canopy and CPA Practice Advisor survey asked respondents to share where they currently were and where they thought their firms would be three to five years from now on topics like automation, AI integration, workforce dynamics, remote work models, client interaction, digital transformation, security and more.
All this, alongside the more traditional taxpreparation, payroll, and accounting/bookkeeping services that your clients have come to know and trust. By using technology to automate traditional tax compliance work, forward-thinking accounting firms are engaging clients based on the value and experience they bring to the table.
This is not a “definitely happening” development, but as we have been listening to webinars and researching the process on behalf of our Mount Vernon clients, we are hearing more and more bankers and experts suggest that a VERY simple form will be established for businesses with these kinds of loans.
Birthdays A CPA Firm Celebrates a Century in Business [ The CPA Journal ] In today’s climate of accounting firm mergers, it is worth recognizing when a CPA firm has managed to remain independent and partner-owned for 100 years. The sessions will begin Feb. 12 and run each day next week.
Accounting firms know that offering only taxpreparation services makes maintaining consistent cash flow and workloads throughout the year challenging. Invite anyone who you believe is a good fit for your new services to join in on webinars and workshops that you have on the service they would benefit from the most.
As an example of the ChatGPT response to “What are the most time-consuming items in a CPA Firm,” ChatGPT suggested the following (completely unedited): Accounting or Certified Public Accountant (CPA) firms often have to manage numerous tasks, some of which can be quite time-consuming.
To that end, when you do share something with your taxpreparer, I beg you to phrase it in respectful language that recognizes they are experts in their field. Though keep in mind — there is no requirement that a taxpreparer be a CPA, or even an EA. Out with the ego, in with the knowledge.
I love this particular webinar series, as it’s a fabulous opportunity to connect with peers, get the latest industry updates, and explore best practices, new tech, and other developments in accounting. They have the personal relationships and tech know-how that you lack!
I love this particular webinar series, as it’s a fabulous opportunity to connect with peers, get the latest industry updates, and explore best practices, new tech, and other developments in accounting. They have the personal relationships and tech know-how that you lack!
This magazine deals with all the crucial matters of accounting like taxpreparation and tax law, bookkeeping and accounting standards, auditing, financial planning, wealth management, and the latest accounting technology. Accountancy blog for CPAs. CPA Practice Advisor. It’s professional advice from a CPA to a CPA.
Some of the most notable impacts include: Data collection and analysis Tax research and optimization Strategic planning and forecasting Streamlining back-end operations As an evolving technology, AI is far from perfect, and it still lacks certain capabilities. Is AI replacing accounting jobs? Can AI do accounting?
You can do this online through blogs, white papers, webinars, and podcasts, or offline through speaking engagements and networking opportunities. A better approach is to build a reputation as an accounting expert. When you provide educational value, you establish credibility and nurture trust.
Host webinars, seminars, virtual conferences and other events to share your expertise and knowledge with clients and prospects. As Boomers transition to a new phase of life, they will be looking to you for more than just taxpreparation. Boost your accounting firm’s SEO to maximize visibility and searchability.
Business education tax deductions include. Classes, seminars, webinars, and workshops. Because legal and accounting are necessary expenses to operate a business, they count as tax write-offs. Personal legal and accounting fees like estate planning are not tax-deductible. . Business books. Business meal expenses.
Promotion Educational Content: Create and share valuable content (blogs, whitepapers, webinars) that educate potential clients about the benefits of your practice. Product: Jane defined her services clearly, offering bookkeeping, payroll processing, financial reporting, taxpreparation, and strategic financial planning.
By Dominique Molina, CPA MST CTS You’re in the business of tax planning, and you pride yourself on being the go-to expert for navigating the complex world of taxes. Proactive Communication Regular Updates : Keep your clients informed with regular updates on tax laws, potential strategies, and upcoming deadlines.
The domestic partnership or S corporation has no knowledge that the partners or shareholders are requesting such information for tax year 2021. Todd, EA, CPA. After all the requests we’ve made of the IRS to reduce the taxpreparation burden on small business owners and their CPAs, I wish I could say this is laughable.
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