CPA Practice

JUNE 24, 2024

Request for Information (RFI) Form: To formally request additional information or clarification from clients on specific financial matters. Financial Statement Template: To prepare standardized financial statements for clients, such as balance sheets, income statements, and cash flow statements.

accounting firms 124

accounting firms cpa firm accountant accounted 124

Cherry Bekaert

NOVEMBER 28, 2023

There are several key tax considerations and tactical approaches for businesses to address while closing out 2023 and moving into 2024. From leveraging tax incentives to optimizing deductions, this guide offers insights into tax planning to help businesses make informed decisions and set a solid foundation for the upcoming year.

tax planning 64

tax planning Tax income tax tax return 64

inDinero Tax Tips

DECEMBER 22, 2023

Despite a static tax legislative landscape, the looming possibility of future amendments necessitates proactive tax planning. At indinero, we’re committed to guiding you through these complexities and optimizing your financial strategy with our comprehensive business tax services.

tax planning 52

tax planning business tax Tax financial statements 52

MyIRSRelief

OCTOBER 3, 2022

Whether you’re a striving business owner or an individual taxpayer, you can hire a tax preparer to process and complete all of your tax forms. Once the process is complete, you sign the forms and make a payment to the tax preparer. Los Angeles Tax Planning Services for Individuals and Businesses.

tax services 147

tax services California Tax tax preparation 147

MyIRSRelief

MARCH 29, 2024

Bookkeeping and accounting form the backbone of a business’s financial management system. Accurate bookkeeping ensures that every financial transaction is recorded, categorized, and ready for analysis. This data is crucial for preparing financial statements, which are essential for tax preparation and planning.

California 130

California tax services business tax Tax 130

Going Concern

NOVEMBER 27, 2024

TAX CANDIDATES FTE Tax Senior | Candidate ID #9084031 Certifications: CFE, CPA Education: BS, MS Accounting Experience (years): 20+ years of tax and accounting experience Work experience (detail): 5+ years in public accounting Controller experience with multiple entities 5+ years in senior tax roles Client tax advisory, planning and resolution Client (..)

Real Estate 52

Real Estate accountant accounted Account 52

MyIRSRelief

SEPTEMBER 6, 2024

Electronic Filing: We offer electronic filing options to expedite the processing of your tax returns and ensure that you receive any refunds promptly. Tax Planning and Strategy Effective tax planning is essential for optimizing your financial health and minimizing your tax liability.

Tax 130

Tax tax return bookkeeping tax preparation 130

Going Concern

OCTOBER 31, 2024

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #22591376 Certifications: CPA Education: BBA Accounting Experience (years): 5+ years accounting experience Work experience (detail): All in public accounting Tax planning and client advisory Experience reviewing tax returns Client relationship management experience Client niches: SMBs, (..)

Real Estate 59

Real Estate accountant accounted Account 59

Going Concern

JANUARY 17, 2025

TAX CANDIDATES FTE Tax | Candidate ID #23772188 Certifications: CPA in process, EA Education: BBA Accounting and Finance Experience (years): 8+ years experience in tax accounting.

Real Estate 52

Real Estate accountant accounted Account 52

SMBAccountant

NOVEMBER 21, 2022

Financials statements and performance are no different. If incorrect or inaccurate data is used or missing, the financial performance and indicators used to determine success, value, creditworthiness, and financial viability are also not correct. An owner wants to do some tax planning. Permalink

accountant 130

accountant accounted Account bookkeeping 130

Going Concern

JANUARY 30, 2025

Remote Work Experience: Y Salary: $65k – $75k Time Zone: Eastern Sign up for FREE to learn more about this candidate Don’t miss the complete list of top remote accounting, tax, audit, and project-based candidates available weekly!

Real Estate 52

Real Estate accountant accounted Account 52

Going Concern

AUGUST 29, 2024

ACCOUNTING CANDIDATES FTE Accounting | Candidate ID #22164759 Certifications: CPA in process Education: BA and MA Accounting Experience (years): 20 years business experience Work experience (detail): 6+ in public accounting Provides accounting services for multiple clients Payroll processing and tax filing Prepares Federal filings for SMBs, S-Corps (..)

Real Estate 105

Real Estate accountant accounted Account 105

CPA Practice

MARCH 16, 2023

The Financial Accounting Standards Board released a proposed Accounting Standards Update (ASU) on Wednesday that addresses requests from investors for improved income tax disclosures.

income tax 111

income tax Tax accounting standards financial statements 111

Going Concern

JULY 13, 2022

“Businesses [are] seeking advice and assurance on a broad range of areas beyond financial statements.”. With FP&A platforms financial statements take minutes – not hours – to create and the result is attractive as well as useful.”. That’s not a conversation, it’s a terrible game of.xlsx ping pong.

financial statements 126

financial statements quickbooks accounting and finance payroll 126

Withum

NOVEMBER 21, 2024

It will also help the accounting team be prepared for questions that may arise from the users of the financial statements. Companies should develop goals for future years that are supported by the trends shown in the financial statements. The year-end close is a crucial period for businesses.

accounts payable 52

accounts payable financial statements Real Estate accountant 52

Going Concern

MARCH 13, 2025

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #23949760 Certifications: EA Education: College level course work, OJT Experience (years):10+ years tax and accounting with public firms Work experience (detail): Recently served as an enrolled agent with a CPA firm 10+ years preparing individual and business tax returns Provides full-cycle (..)

Real Estate 52

Real Estate Tax accountant accounted 52

MyIRSRelief

AUGUST 23, 2024

This type of agreement does not require a financial statement. This type of agreement requires a detailed financial statement and may involve more stringent terms. Personalized Strategy Based on our assessment, we develop a personalized strategy to address your tax debt.

tax return 130

tax return Tax financial statements tax planning 130

Going Concern

JANUARY 23, 2025

TAX CANDIDATES FTE Tax Senior | Candidate ID #23616387 Certifications: EA Education: BS Accounting, MS Taxation Experience (years): 10+ tax and accounting Work experience (detail): 6+ in public accounting Full cycle accounting and financial reporting Prepared tax filings for individuals, SMBs, partnerships, nonprofits 30% review for tax team Client (..)

Real Estate 52

Real Estate accountant accounted Account 52

MyIRSRelief

APRIL 3, 2023

Here are some ways an accountant can help small business owners: Bookkeeping and Accounting Services: An accountant can assist with bookkeeping and accounting tasks, such as recording transactions, reconciling accounts, and producing financial statements. Q: How can an accountant help with financial management?

accountant 130

accountant accounted Account accounting and finance 130

Going Concern

JANUARY 9, 2025

TAX CANDIDATES FTE Tax Senior | Candidate ID #23616387 Certifications: EA Education: BS Accounting, MS Taxation Experience (years): 10+ tax and accounting Work experience (detail): 6+ in public accounting 3 in healthcare industry Full cycle accounting and financial reporting Prepared tax filings for individuals, SMBs, partnerships, nonprofits 30% review (..)

Real Estate 52

Real Estate accountant accounted Account 52

Going Concern

JANUARY 2, 2025

TAX CANDIDATES FTE Tax Senior / Manager | Candidate ID #23674176 Certifications: EA Education: BS Accounting, MS Accounting and Finance Experience (years): 20+ years accounting and tax Work experience (detail): 10+ years in public accounting Remote team management experience Tax planning and compliance, advisory 70% review during 2024 tax season Preparation (..)

Real Estate 52

Real Estate accountant accounted Account 52

Going Concern

OCTOBER 24, 2024

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #22557459 Certifications: EA, Intuit Tax Academy Education: MBA Accounting, JD Experience (years): 6 years of overall experience Work experience (detail): Tax senior with a national tax service International tax experience National client tax practice Adept at tax research Client niches: (..)

Real Estate 59

Real Estate accountant accounted Account 59

Going Concern

OCTOBER 3, 2024

ACCOUNTING CANDIDATES FTE Accounting and Audit Senior/Manager | Candidate ID # 22561641 Certifications: CPA Education: BBA Accounting and Finance Experience (years): 15+ years of experience in audit, accounting and finance Work experience(detail): 6 years in public accounting Director level in Accounting Services Managed staff of up to 8 in both US (..)

Real Estate 110

Real Estate accountant accounted Account 110

Going Concern

JULY 25, 2024

TAX AND ACCOUNTING CANDIDATES FTE Senior Tax and Accounting | Candidate ID #22044344 Certifications: CPA in process Education: BS Accounting Experience (years): 10+ years accounting experience Work experience (detail): 10+ years in public accounting Averages 200 returns prepared per tax season Quarterly financials, draft SBA loan submittals Tax planning (..)

Real Estate 105

Real Estate accountant accounted Account 105

ThomsonReuters

JULY 6, 2023

There are several different areas of advisory to investigate, such as tax advisory , business advisory , M&A advisory , and accounting advisory. Not so long ago, manual data entry dominated an entry-level accountant’s day—from formatting financial statements to entering trial balance data. In one word: yes!

accountant 98

accountant accounted Account accounting and finance 98

Going Concern

FEBRUARY 13, 2025

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 (..)

accountant 52

accountant accounted Account Real Estate 52

Going Concern

OCTOBER 17, 2024

ACCOUNTING CANDIDATES FTE Accounting / Bookkeeping | Candidate ID #18014117 Certifications: QBO ProAdvisor, Xero Certified Education: BA, MBA Accounting Experience (years): 9+ years accounting experience Work experience (detail): Currently a Senior Bookkeeper/Team Lead with a public firm 5+ years managing outsourced accounting for multiple clients (..)

Real Estate 64

Real Estate accountant accounted Account 64

Going Concern

DECEMBER 20, 2024

TAX CANDIDATES FTE Tax Senior | Candidate ID #23636747 Certifications: EA Education: BS Experience (years): 5 years tax experience Work experience (detail): All in public accounting 5 tax seasons preparing returns for HNWIs and SMBs 300+ returns per season, 50-50 individuals, businesses Client-facing with S-Corps, partnerships, trusts Business development (..)

Real Estate 52

Real Estate accountant accounted Account 52

MyIRSRelief

APRIL 29, 2024

By providing a combination of tax planning, bookkeeping, and financial guidance, they empower small businesses to thrive, focusing their energy on what they do best – innovation, growth, and serving their customers. to minimize your tax burden and maximize profits.

Tax 130

Tax bookkeeping Entertainment accountant 130

ThomsonReuters

DECEMBER 4, 2024

Sole proprietorship : Income statements, expense reports, and details of any personal expenses separate from business expenses for Schedule C. Financial statements, dividend records, and documentation of corporate-specific deductions for Form 1120. Partnership. Corporation. S corporation.

tax return 52

tax return business tax accounting firms Tax 52

CPA Practice

APRIL 19, 2023

Everything was handled by a CPA, from collecting client documents to doing the work and delivering the tax return, financial statements or other work products. Today, successful firms realize that every step in that process doesn’t have to be handled by a CPA (or even by a human).

Technology 123

Technology CPA tax return auditor 123

Basis 365

MAY 18, 2023

This typically includes bookkeeping, financial statement preparation, tax planning and preparation, and other related services. Outsourcing accounting allows companies to focus on their core business functions while leaving the financial work to experts. What is Outsourcing Accounting?

accountant 52

accountant accounted Account bookkeeping 52

CPA Practice

DECEMBER 13, 2023

The following five strategies can help firms leverage tax season and increase client retention throughout the year. Integrating guiding questions into your tax planning sessions can tease out information that identifies areas where you can offer your client advisory services that help them meet their goals.

Tax 105

Tax tax preparation managerial accounting bookkeeping 105

Going Concern

NOVEMBER 21, 2024

TAX CANDIDATES FTE Senior Tax Accountant | Candidate ID #23560436 Certifications: EA in process Education: BBA Accounting Experience (years): 7+ years in public accounting Work experience (detail): Tax manager with a CPA firm Client account clean up Prepared 500+ returns in 2024 tax season Reviewed 200+ returns Client niches: Manufacturing, Hospitality, (..)

Real Estate 52

Real Estate accountant accounted Account 52

xendoo

FEBRUARY 15, 2022

If you own a business or earn a significant income, you may be wondering how to manage your tax situation and how much a tax consultant costs. There is a lot to consider when weighing the costs and benefits of hiring a tax consultant. A tax consultant can help with any of these issues.

tax consultant 103

tax consultant Tax tax return accounting and finance 103

CPA Practice

AUGUST 29, 2024

As the year draws to a close, you find yourself in a unique position to capitalize on the urgency that accompanies year-end financial deadlines. Whether it’s tax planning, financial reporting, compliance, or closing the books, your clients need your expertise more than ever. Host a coffee meeting weekly or once a month.

accounting firms 52

accounting firms accountant accounted Account 52

ThomsonReuters

DECEMBER 8, 2023

Further, AI enhances the accuracy of financial reporting by reducing the risk of human error. This not only ensures more precise financial statements but also improves decision-making as it is backed by real-time insights. Tax research and planning. How can accounting firms leverage AI?

accountant 108

accountant accounted Account Technology 108