CTP

NOVEMBER 15, 2023

That’s why tax planning is gaining in popularity. Some obvious reasons are mistakes or oversights on their tax returns. But another problem is that the accounting industry is not trained how to LOOK FOR NEW ways to reduce your taxes that you have not yet taken advantage of. Not all tax planning is the same!

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tax planning Tax tax preparation tax return 111

CTP

MARCH 9, 2022

Visit social media or google these days and you’ll most likely see advertisements for Tax Planning. But many taxpayers (and even tax pros) are confused about the differences between tax planning and tax preparation. Why is it impossible to do tax planning at the same time as you prepare a tax return?

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tax planning Tax tax preparation tax return 98

CTP

OCTOBER 17, 2022

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?

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tax planning Tax tax preparation tax return 98

CTP

JANUARY 9, 2023

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?

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tax planning Tax tax preparation 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.

tax services 147

tax services California Tax tax preparation 147

Nancy McClelland, LLC

AUGUST 22, 2024

Today I’d love to highlight their upcoming session on August 29th: “ Tax Planning for Military Personnel and Spouses “ NATP Instructor Mari Fries, EA, CFP explains that at the core of all military returns is the Servicemember’s Civil Relief Act (SCRA) and in more recent years the Military Spouse Residency Relief Act (MSRRA).

tax planning 111

tax planning Tax Education CPA 111

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

MyIRSRelief

JANUARY 8, 2021

These types of tax firms offer a wide range of products and services designed to help expats with all kinds of things dealing with their taxes. In this article we are going to talk about three specific services; Tax planning, Tax preparation, and Tax representation.

Tax 147

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CTP

FEBRUARY 20, 2024

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. It’s a widespread belief, but it barely scratches the surface of what tax planning can do. So, keep an open mind as you read on.

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CPA Practice

DECEMBER 10, 2023

While chestnuts crackle and we gear up for the annual tax preparation season, it becomes clear that the winter holidays bring more than just festivities and time off; they also mark the beginning of the tax preparation party. Tax preparation has its spotlight, tax planning follows a rhythmic beat … and tax advisory ?

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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!

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tax planning Tax Legal tax return 98

BuildYourFirm

MARCH 31, 2020

Irene is dedicated helping her clients keep their financial lives organized, use their numbers to make better financial decisions, and save money on taxes through proactive tax planning. She is also experienced in cryptocurrency taxation including tax preparation and problem resolution. Irene graduated with a B.S.

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cpas Tax Massachusetts CPA 178

MyIRSRelief

MARCH 29, 2024

In the bustling city of Whittier, California, businesses face a myriad of tax-related challenges that can significantly impact their operations and financial health. From business tax preparation to dealing with unpaid back taxes and navigating complex audits, the tax landscape can be daunting.

California 130

California tax services business tax Tax 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 Account accounted accountant 59

MyIRSRelief

SEPTEMBER 20, 2021

. – Tax Liens. – Tax Planning & Tax Preparation. – Employment 941/940 Payroll Tax Problems/Disputes. . Call us toll free 1-877-78-TAXES [1-877-788-2937]. . Fee starts from $300 for basic tax preparation. – Offer in Compromises.

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tax accountant Tax tax preparation Account 130

Withum

MARCH 22, 2024

Extensions are permitted that will postpone the due date, but the payments cannot be extended and balances due and the first quarter estimated taxes, if required, must be paid by the original due date of April 15 th or 17 th. While taxes are the main focus, clients are provided with opportunities to express other concerns.

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tax preparation Tax cpas Massachusetts 59

MyIRSRelief

DECEMBER 15, 2022

Our Los Angeles based tax firm, led by Mike Habib, EA, represents and helps business taxpayers get compliant with tax & accounting service, contact us today at 1-877-78-TAXES [1-877-788-2937]. What is income tax preparation service? What is business tax preparation service?

tax accountant 130

tax accountant Tax Account accounted 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. Partial outsourcing is also an option.

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tax planning Tax Technology tax return 78

MyIRSRelief

SEPTEMBER 6, 2024

How Our Representation Tax Firm Can Assist Expert Tax Preparation and Filing Our representation tax firm specializes in providing expert tax preparation and filing services for small businesses and self-employed individuals. These statements are also essential for tax preparation and compliance.

Tax 130

Tax tax return bookkeeping tax preparation 130

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 Account accounted accountant 52

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

APRIL 15, 2022

As news headlines proclaim stories of tax fraud, taxpayers may wonder how they can trust that their tax preparer is abiding by ethical practices. For instance, how do you determine if a tax planner is charging a reasonable fee?

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tax preparation Tax tax return tax planning 52

CTP

JANUARY 17, 2025

This refundable tax credit was designed to help businesses whose employees were impacted by the COVID-19 pandemic, but within just a few years, the government had detected over $2.8 Taxpayers and tax preparers alike will want to check the news to keep tabs on the credits and deductions the IRS is currently scrutinizing.

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audit Tax auditor tax return 96

Going Concern

NOVEMBER 7, 2024

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #23571431 Certifications: CPA in process Education: BBA Accounting, MA Accounting Experience (years): 5+ years of accounting and tax experience Work experience: All in public accounting Performs full cycle accounting and tax preparation Financial compilations and reporting with clients (..)

Real Estate 52

Real Estate Account accounted accountant 52

ThomsonReuters

MARCH 20, 2025

With these capabilities, your firm can move from reactive tax compliance to proactive tax planning ensuring you remain ahead of the curve and ready to advise clients on the latest developments. Manual data entry and disjointed systems create bottlenecks that can slow down tax preparation and increase the risk of errors.

Tax 52

Tax Technology tax preparation tax planning 52

CPA Practice

JUNE 24, 2024

Tax Preparation Checklist: A comprehensive list of documents and information needed from clients for tax preparation, such as income statements, expense receipts, and previous tax returns. Year-End Tax Planning Checklist: A tool for clients to prepare for year-end tax considerations and planning strategies.

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accounting firms cpa firm accounted Account 124

CPA Practice

NOVEMBER 19, 2024

Technological challenges: Adapting to new tax software or dealing with technical issues can also contribute to stress and burnout. Once you move to tax advisory services, you can start offering high-ticket services which will increase your revenue without increasing the hours you have to work. Clients were over-the-moon happy.

Tax 52

Tax accounted Account accountant 52

Going Concern

JANUARY 30, 2025

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting Senior / Manager | Candidate ID #23710075 Certifications: CPA Education: BS Accounting Experience (years): 25+ years accounting experience Work experience (detail): 10+ in public accounting 20+ years tax preparation and review Full cycle accounting, finance, tax and advisory Family office, HNWIs (..)

Real Estate 52

Real Estate Account accounted accountant 52

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 Account accounted accountant 52

CTP

APRIL 29, 2022

When tax professionals prepare a tax return, they are typically aiming for the return to be correct “beyond a reasonable doubt.” Taxpayers may assume this is a black-and-white matter—but when it comes to tax planning, almost nothing can be dubbed “always correct” or “always incorrect.

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tax preparation Tax tax return cpas 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 Account accounted accountant 59

Snyder

NOVEMBER 10, 2022

The biggest tax season challenge for a small business is tax preparation and filing. Most SMB owners fall into the trap of putting off taxes until the last minute because they don’t have professional tax accounting software backing them up. What is tax software? Online tax preparation + IRS forms.

tax preparation 52

tax preparation Tax tax return accounting software 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 Account accounted accountant 64

MyIRSRelief

NOVEMBER 3, 2023

With his expertise and guidance, you can resolve your tax issues and regain peace of mind. The Enrolled Agent Advantage Enrolled Agents are not just tax preparers; they are tax experts. Proactive Tax Planning Enrolled Agents can also provide proactive tax planning services.

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Tax tax return audit tax preparation 130

Ryan Lazanis

SEPTEMBER 13, 2023

As I shared numerous times before, I love the idea of presenting clients with Gold, Silver, and Bronze options for personal tax preparation services. 0:51 – Out of all the services I offer, standalone personal tax preparation services are probably the ones I like the least. Listen Below.

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tax preparation Tax tax planning accountant 97

ThomsonReuters

DECEMBER 27, 2024

For example, advising a client on how to strategically sell a tokenized asset to minimize taxes could save them thousands, cementing your firms value beyond tax preparation. Consider offering tailored services for reconciling transaction histories, calculating adjusted bases, and preparing Form 1099-DA filings.

Real Estate 52

Real Estate tax planning accounting and finance tax preparation 52

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 Account accounted accountant 52