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How to Increase Efficiency in Your Tax Planning Business

CTP

Even if your business only has one administrator and one tax preparer, that is your team. Let’s look at an example: A tax planning business needed a way for customers to call in, get basic information, and connect with the right person who could finalize the sale. The solution? Amplify Your Business Controls.

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How to Increase Efficiency in Your Tax Planning Business

CTP

Even if your business only has one administrator and one tax preparer, that is your team. Let’s look at an example: A tax planning business needed a way for customers to call in, get basic information, and connect with the right person who could finalize the sale. The solution? Amplify Your Business Controls.

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Top Remote Accountants of the Week | February 13, 2025

Going Concern

TAX AND ACCOUNTING CANDIDATES FTE Senior Tax and Accounting | Candidate ID#23814240 Certifications: CPA Education: BA, MA Financial Accounting Experience (years): 15+ years accounting experience Work experience (detail): 3+ in public accounting Accounting, payroll and tax filing with 40+ clients Client advisory, tax planning, financial review Prepares (..)

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Guide to accountant responsibilities

ThomsonReuters

Jump to: What are the roles and responsibilities for accountants? Accountant vs. CPA vs. tax preparer: What are the differences? GAAP and AICPA What issues should accountants be aware of in the profession? How can accountants be more efficient? So, what are the differences?

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Foreign asset reporting and Form 8938 explained

ThomsonReuters

For accountants, understanding how to navigate foreign asset reporting is essential, as the IRS requires taxpayers to report certain foreign assets to ensure compliance and combat tax evasion. If you work with individuals and businesses with financial interests abroad, Form 8938 may be required. Generally, any U.S.

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Overview of U.S. taxes on foreign income for individuals

ThomsonReuters

From understanding what foreign income is to navigating various tax forms and deductions, it is important for accountants to understand the ins and outs of U.S. Proper tax planning and compliance are key to managing the tax implications associated with foreign property ownership. account holders to the IRS.

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Friday Footnotes: More Layoffs at KPMG; PwC Offers AI for Dummies; DEI Initiatives are MIA | 6.21.24

Going Concern

Practice Accounting Guidance for ESG Projects & AI Usage in Auditing [ Resourceful Finance Pro ] In a matter of months, companies will possess first-ever guidelines for environmental credit accounting. Public and private firms will be required to follow one model for marking down projects like carbon dioxide offsets.

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