CPA Practice

AUGUST 27, 2024

He has more than 25 years of experience providing tax, accounting, and consulting services to high-net-worth individuals, family-owned enterprises, and exempt organizations. He has also done extensive consulting with nonprofits on tax, corporate governance, entity formation, and mergers. “As based on revenue, with $153.9

cpas 105

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CPA Practice

JUNE 21, 2023

Learn how using digital, fillable client organizers, file exchange, document request lists (DRL), and other front-end gathering tools within the SafeSend Suite is a smart technology investment. We had significant usage with the source document upload feature.” – Virginia Dennerlein, Director of Operations, Sax LLP.

Tax 80

Tax Technology Indiana Michigan 80

Ryan Lazanis

JUNE 19, 2023

Prioritize your self-care Why Does Busy Season Accounting Happen? During the audit busy season, it’s almost a given that most public accounting firms have their hands full. That means training your clients to provide documentation, stay up-to-date, and be ready ahead of time for the documents you’ll need.

Account 98

Account accounted accountant Technology 98

Going Concern

OCTOBER 20, 2023

PKF Mueller Joins Cherry Bekaert to Expand Chicago Market Reach [ PR Newswire ] Cherry Bekaert is pleased to announce the completion of an acquisition transaction with PKF Mueller, a full-service certified public accounting and business advisory firm located in the metropolitan Chicago area.

CPA 111

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CPA Practice

SEPTEMBER 6, 2023

Several AI systems were among this year’s winners of the Tax & Accounting Technology Innovation Awards, presented annually by CPA Practice Advisor, a technology and practice management resource for public accounting firms. Digits AI truly represents the future of business finance.

Technology 122

Technology accounting and finance Tax CPA 122

CPA Practice

AUGUST 28, 2024

Where, at first, these effects were mostly felt in communication and research, the turn of the century and the first decade of the 2000s saw firms more rapidly embrace suites of integrated tax, accounting and firm management systems. By making these tax positions accessible to the average taxpayer, Instead levels the playing field.

Technology 124

Technology accounting firms Account accounted 124

Going Concern

JANUARY 19, 2024

Practice Protecting tax accounting information: Best practices for IT professionals in data security and confidentiality [ Thomson Reuters ] Accounting firms are entrusted with a wealth of sensitive financial data, including tax records, income statements, and other confidential information. Fair enough.

Arizona 104

Arizona accounting and finance audit Technology 104

CPA Practice

SEPTEMBER 27, 2024

Duncan, CPA is the founder and owner of SMD Consulting and creator of The Chief Proactive Advisor service model for accountants as well as the Family Office Advisory System.As She has taught introductory accounting and personal finance courses, and she is a former computer applications instructor at the Indiana CPA Society.

Indiana 52

Indiana CPA Illinois Education 52

ThomsonReuters

JANUARY 29, 2024

Retiring Baby Boomers are creating a vacuum, leading to a scarcity of experienced professionals, and there aren’t enough young people graduating with accounting degrees—or choosing to enter public accounting—to fill that void. This generational shift is not just a numerical problem but also a transfer-of-knowledge issue.

Technology 52

Technology accounting degree tax preparation cpa firm 52

Going Concern

AUGUST 15, 2024

ACCOUNTING CANDIDATES FTE Accounting | Candidate ID #22164769 Certifications: EA in process Education: BS BA, MBA, MS Accountancy Experience (years): 5+ years accounting experience Work experience (detail): Senior Accountant/Controller at an accounting firm Writing and implementing client SOPs Client-facing financial reviews Leads 5 staff accountants (..)

Real Estate 59

Real Estate Account accounted accountant 59

CPA Practice

APRIL 10, 2024

Clients and staff can gather source documents, collect digital organizers, assemble, and deliver completed tax returns, collect e-signatures, send reminders, accept tax prep fees, and more all within the SafeSend Suite. While offering multiple API integration options for a seamless, paperless, transition.

Tax 52

Tax Indiana Technology tax return 52

CPA Practice

MAY 23, 2024

She returned to school to study accounting at Illinois State University, earned her CPA, and worked for Deloitte in Chicago for several years as a state and local tax accountant. She has taught introductory accounting and personal finance courses, and she is a former computer applications instructor at the Indiana CPA Society.

bookkeeping 59

bookkeeping accounting firms Account accounted 59

CPA Practice

FEBRUARY 16, 2023

By standardizing the experience with the SafeSend Suite, you provide ONE PLATFORM that clients become comfortable with at every point in the tax engagement and staff know how to use. She has taught introductory accounting and personal finance courses, and she is a former computer applications instructor at the Indiana CPA Society.

Technology 52

Technology Tax Indiana CPA 52

FraudFiles

NOVEMBER 5, 2020

Virtually all civil suits involve issues about money, and a certified public accountant is one of the best resources for sorting out the financial details. Examples of a more narrow tax focus could be estate planning, small business sales, or corporate audits. Are you a CPA who wants to become an expert witness?

audit 52

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CPA Practice

AUGUST 18, 2023

By standardizing the experience with the SafeSend Suite, you provide ONE PLATFORM that clients become comfortable with at every point in the tax engagement and staff know how to use. She has taught introductory accounting and personal finance courses, and she is a former computer applications instructor at the Indiana CPA Society.

Technology 52

Technology Indiana Michigan E-commerce 52

Shay CPA

NOVEMBER 8, 2023

Most states also offer some sort of tax advantage for R&D, and because game development is innovative and technological in nature, you can often apply these perks to lower your tax bill. To get the most out of potential R&D tax savings, do two things: Carefully document any expense you think could count.

Gaming 52

Gaming Tax CPA payroll 52

xendoo

JANUARY 26, 2023

A tax accountant can also advise you on deadlines and changes. Here’s a list of common forms and tax filing requirements for businesses and their filing deadlines. For a complete list, we’ve updated our 2023 tax deadlines for businesses here. How Long Can You Go Without Filing Business Taxes?

Tax 52

Tax tax return Non-Profits Legal 52

ThomsonReuters

JANUARY 18, 2024

Examining financial documents and financial transactions to ensure compliance and rectify any discrepancies. Preparing tax returns. Types of accountants and niche practice areas There are, of course, various types of accountant jobs and areas of specialty. Recording disbursements and payments. Enter CAS 2.0.

Account 59

Account accounted accountant tax preparation 59

Going Concern

NOVEMBER 16, 2023

Contact us to get connected with Candidate ID #F19022786 PT Tax Contractor | Candidate ID #F19310496 Years of tax experience: 7 Hours available per week: evenings and weekends Tech Stack: Lacerte, One Source Income Tax, and GoSystem RS Prefer Individual or Business Clients: no preference Business Return Experience: comfortable with partnerships, S (..)

Account 64

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Going Concern

JANUARY 26, 2024

This comes after KPMG, which was hired by the organization in 2021 to review its compliance with agreements for three federal grants, found that documentation was lacking. Pride “encountered challenges in locating supporting documents for certain expenditures spanning the years 2017 to 2021,” Modeste said in the statement.

Account 119

Account accounted accountant audit 119

Going Concern

MAY 5, 2023

We’ll see how those trends unfold overtime as the economy continues to shift,” says Adam Batechlor, chief strategy and innovation officer at the Pennsylvania Institute of Certified Public Accountants (PICPA), which conducted the survey of more than 300 CPA firms in the state with Hinge Research Institute. Richard Blumenthal (D-Conn.)

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