Withum

DECEMBER 4, 2024

Doing so may enable you to claim larger deductions, credits, and other tax breaks for 2024 that are phased out over varying levels of adjusted gross income (AGI). See the RMD section for more information. If the beneficiary is in a lower tax bracket than the trust, this would result in overall tax savings.

tax planning 52

tax planning Tax income tax tax return 52

CTP

OCTOBER 17, 2022

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. All the business owner had to do was write a script for the answering service to follow, and valuable hours were freed up for tax preparation work.

tax planning 98

tax planning Tax tax preparation tax return 98

CTP

AUGUST 11, 2022

Have you asked yourself, do I really have to study tax planning? Can’t I just select a software providing Artificial Intelligence to inform me what to do? If you’ve read my articles about tax planning before, no doubt you’ve read my description of tax planning software as an instrumental tool.

tax planning 98

tax planning Tax tax return Construction 98

CTP

JANUARY 9, 2023

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. All the business owner had to do was write a script for the answering service to follow, and valuable hours were freed up for tax preparation work.

tax planning 97

tax planning Tax tax preparation tax return 97

CTP

JANUARY 17, 2025

We will especially want to have this conversation if our clients tax return features one of the IRS red flags of the season. Below are key talking points we will want to review with clients to reassure them that we are prepared to walk them through an audit and to remind them of why working with a tax planner pays off in the end.

audit 96

audit Tax auditor tax return 96

CPA Practice

NOVEMBER 27, 2023

Corvee, a maker of tax planning technology for businesses and tax pros, has added Augusta Rule deduction filing guidelines into its Instead and Instead Pro tax planning systems. Instead and Instead Pro offer seamless Augusta Rule savings estimation to help plan, calculate, document and file a return. “By

tax planning 98

tax planning Tax income tax Sports 98

ThomsonReuters

DECEMBER 10, 2024

Predictive AI Predictive AI, which many firms already use, focuses on analyzing historical data to make forecasts and inform decisions. These tools excel at identifying patterns and trends, helping tax professionals anticipate future outcomes based on past performance.

audit 91

audit Tax Technology tax return 91

ThomsonReuters

DECEMBER 10, 2024

Predictive AI Predictive AI, which many firms already use, focuses on analyzing historical data to make forecasts and inform decisions. These tools excel at identifying patterns and trends, helping tax professionals anticipate future outcomes based on past performance.

audit 97

audit Tax Technology tax return 97

MyIRSRelief

OCTOBER 3, 2022

There is a substantial amount of time you have to file your taxes, but the process can seem hefty. With the help of Los Angeles tax services firms, you can receive information on your tax return, the amount you owe, and various resources for tax preparation service. Call us today at 1-877-788-2937.

tax services 147

tax services California Tax tax preparation 147

CTP

MARCH 9, 2022

Tax planning is making shifts in a taxpayer’s financial and business situation, to minimize their tax burden both in the short term and over time. We’ll discuss five of the main strategies for legally lowering your clients’ tax burden. But saving one year is better than falling victim to a 7% tax increase!

tax planning 98

tax planning Tax Legal tax return 98

Withum

NOVEMBER 17, 2022

Most of the income tax proposals in the 2021 “Build Back Better” bill did not make it into the IRA. General Income Tax Planning. Doing so may enable you to claim larger deductions, credits, and other tax breaks for 2022 that are phased out over varying levels of adjusted gross income (AGI). million in 2023).

tax planning 98

tax planning Tax Construction income tax 98

ThomsonReuters

NOVEMBER 9, 2023

Year-end strategy #3: Shift your value proposition to advisory By using technology to automate traditional tax compliance work, more and more accounting firms are engaging clients based on the value and experience they bring to the table.

tax planning 105

tax planning accounting firms Tax accountant 105

CTP

NOVEMBER 16, 2023

The American Institute of Certified Tax Planners (AICTP) offers a full-service solution to developing CAS in your firm focusing on the specialization of tax planning. AICTP provides a true roadmap for shifting your business model to support advisory centered client relationships through tax planning and value pricing.

tax planning 98

tax planning Tax accountant accounted 98

MyIRSRelief

FEBRUARY 8, 2023

Tax Preparation, Tax Planning, and Tax Representation: Understanding the Importance of Professional Assistance Tax preparation, tax planning, and tax representation are all crucial components of managing your finances and ensuring that you meet your tax obligations.

tax services 130

tax services Tax tax preparation tax planning 130

ThomsonReuters

JANUARY 4, 2024

But where do you begin building your tax planning strategy? Tax planning strategy #1: Utilize short-term staffing solutions As tax season begins, firms in need of a short-term boost in headcount should consider outsourcing services to increase workload capacity.

tax planning 78

tax planning Tax Technology tax return 78

MyIRSRelief

DECEMBER 15, 2022

Some of the benefits include: Improved financial management: Proper accounting and bookkeeping can help small business owners to get a better understanding of their financial situation, including how much money they are making, what their expenses are, and how much they owe in taxes.

tax accountant 130

tax accountant Tax tax preparation accountant 130

MyIRSRelief

NOVEMBER 3, 2023

Mike Habib, EA: Your Ally in Navigating Tax Problems Tax issues can be a source of significant stress and confusion. Whether it’s unfiled tax returns, unpaid back taxes, tax audits and appeals, or 941 employment payroll problems, these issues can seem insurmountable.

Tax 130

Tax tax return audit tax preparation 130

Going Concern

OCTOBER 10, 2024

Drop your information here , and we’ll reach out to schedule a call to discuss how Accountingfly can work for you. Sign up now to find your next hire. Our recruiting services are exclusively available for clients and candidates in the United States.

Real Estate 59

Real Estate accountant accounted Account 59

MyIRSRelief

NOVEMBER 17, 2023

The biggest feature of an S Corporation is that it provides its owners with limited liability protection, while allowing income and losses to be passed through to the owners’ personal income tax returns, thereby avoiding double taxation. We assist in business tax compliance, preparation, planning and representation.

corporation tax 130

corporation tax Tax tax return Non-Profits 130

MyIRSRelief

JUNE 23, 2023

Let’s explore some of the key areas where their expertise shines: a) Tax Preparation: Enrolled Agents possess an in-depth understanding of tax laws and regulations. b) Tax Planning: Enrolled Agents provide strategic tax planning advice to minimize tax liability and optimize financial outcomes.

Tax 130

Tax tax preparation tax return audit 130

CTP

OCTOBER 30, 2024

Taxpayers with family offices are on the lookout for tax savings opportunities, especially since a key tax break disappeared with the Tax Cuts and Jobs Act (TCJA). The expert advice of a tax planner can help family offices make more informed decisions on how to structure their company in the most tax advantageous way.

Tax 97

Tax Real Estate cpa firm tax return 97

Going Concern

NOVEMBER 7, 2024

Drop your information here , and we’ll reach out to schedule a call to discuss how Accountingfly can work for you. Sign up now to find your next hire. Our recruiting services are exclusively available for clients and candidates in the United States.

Real Estate 52

Real Estate accountant accounted Account 52

Going Concern

OCTOBER 31, 2024

Drop your information here , and we’ll reach out to schedule a call to discuss how Accountingfly can work for you. Sign up now to find your next hire. Our recruiting services are exclusively available for clients and candidates in the United States.

Real Estate 59

Real Estate accountant accounted Account 59

Nancy McClelland, LLC

APRIL 11, 2023

• An extension is a form filed with the IRS to request additional time to file your federal tax return. This extends the due date for submitting your individual return to October 15. • In some states, filing an extension with the IRS will automatically extend the time to complete a state income tax return.

tax return 98

tax return Tax CPA Illinois 98

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

ThomsonReuters

JANUARY 21, 2022

It’s a new year and that means new tax laws and other tax changes. Below are changes that take effect this year, along with other tax planning information. First off, the deadline to file individual tax returns is April 18. May 16, 2022 : Not-for-profit returns for calendar year 2021.

Tax 111

Tax tax return corporation tax tax planning 111

MyIRSRelief

MARCH 29, 2024

These services can include financial analysis, which helps in identifying trends, managing cash flow effectively, and making informed decisions that can lead to business growth and stability. It involves analyzing financial situations from a tax perspective to plan transactions and utilize tax credits and deductions effectively.

California 130

California tax services business tax Tax 130

Withum

FEBRUARY 5, 2025

Selecting the Appropriate Accounting Method The choice between cash and accrual accounting methods can significantly impact financial reporting and tax filings. When accounting records are maintained solely for tax filings, it is best to follow the accounting method indicated on the tax return.

Real Estate 59

Real Estate Tax accountant Account 59

CPA Practice

APRIL 29, 2024

Among the technological solutions Piccurrio implemented to keep his work life in check was ProConnect Tax. This cloud-based professional tax software allows you to create tax returns in minutes, from anywhere. It just saves so much time per tax return.”

Tax 124

Tax Technology tax return bookkeeping 124

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

CPA Practice

JUNE 24, 2024

Here are some recommended forms and templates that can be valuable: Client Onboarding Form: To gather essential information from new clients, including contact details, business nature, and financial information. Year-End Tax Planning Checklist: A tool for clients to prepare for year-end tax considerations and planning strategies.

accounting firms 124

accounting firms cpa firm accountant Account 124

Going Concern

SEPTEMBER 5, 2024

Drop your information here , and we’ll reach out to schedule a call to discuss how Accountingfly can work for you. Sign up now to find your next hire. Our recruiting services are exclusively available for clients and candidates in the United States.

Real Estate 105

Real Estate accountant accounted Account 105

MyIRSRelief

OCTOBER 30, 2023

Income Tax Return for Estates and Trusts, is a complex tax form that is used to report the income and expenses of estates and trusts. Trust tax preparation can be a challenging task, even for experienced tax preparers. Trust tax preparation can be a challenging task, even for experienced tax preparers.

tax preparation 130

tax preparation Tax tax return income tax 130

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

CPA Practice

DECEMBER 12, 2023

However, when they combine QuickBooks with Intuit ProConnect Tax , they’ll get a more powerful way to manage their clients’ information. Known as “Books to Tax,” QuickBooks flows directly into ProConnect Tax to auto-populate a client’s tax return, streamlining the process and avoiding manual data entry.

quickbooks 110

quickbooks Tax tax return Technology 110

Going Concern

OCTOBER 17, 2024

Drop your information here , and we’ll reach out to schedule a call to discuss how Accountingfly can work for you. Sign up now to find your next hire. Our recruiting services are exclusively available for clients and candidates in the United States.

Real Estate 64

Real Estate accountant accounted Account 64

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. Drop your information here , and we’ll reach out to schedule a call to discuss how Accountingfly can work for you.

Real Estate 52

Real Estate accountant accounted Account 52