CPA Practice

AUGUST 28, 2024

CPA Practice Advisor has announced the 2024 Tax and Technology Innovation Award winners and finalists. Now in their 21st year, the awards highlight technologies that advance the profession. It’s an honor to share all of these new technologies with our readers each year.”

Technology 124

Technology accounting firms accountant accounted 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

ThomsonReuters

JANUARY 4, 2024

Jump to: Utilize short-term staffing solutions Incorporate AI and automation into your workflow Become a strategic advisor As accounting firms usher in 2024, it’s important to take a fresh look at the business landscape — both its challenges and its opportunities — to best prepare for the year ahead.

tax planning 78

tax planning Tax Technology tax return 78

Going Concern

OCTOBER 10, 2024

ACCOUNTING CANDIDATES FTE Accounting | Candidate ID # 22574493 Certifications: EA in process Education: BA Business Experience (years): 20+ years accounting experience Work experience (detail): Currently Accountant & Office Manager at a CPA firm Full cycle accounting, reconciliations, financial reporting AP/AR, payroll processing and quarterly (..)

Real Estate 59

Real Estate accountant accounted Account 59

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

SEPTEMBER 5, 2024

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #22410136 Certifications: CPA Education: BS Accounting, MBA Experience (years): 15+ years accounting experience Work experience (detail): Currently a Tax Senior at a CPA firm Experience with expense planning for S-corps Filed 150+ SMB and individual tax returns last season Tax planning (..)

Real Estate 105

Real Estate accountant accounted Account 105

CPA Practice

APRIL 17, 2023

During the pandemic and since, however, accounting professionals and firms have implemented many new technologies that are helping them provide more and better client services, even with fewer staff. But even basic tax planning can make a big difference in reducing future tax liability.

quickbooks 130

quickbooks payroll Technology audit 130

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

Going Concern

FEBRUARY 27, 2025

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #23885265 Certifications: QBO ProAdvisor Education: BS Accounting Experience (years): 15+ years accounting experience Work experience (detail): 10 in public accounting Supervisory and bookkeeping review Business and individual tax return preparation Client facing and advisory Client (..)

Real Estate 52

Real Estate NetSuite accountant accounted 52

CPA Practice

FEBRUARY 23, 2024

In the 2000s and 2010s, CPAs witnessed technology advancements that largely accrued to accounting-centric workflows. Many staff are still reliant on the exact same technology and processes they leveraged at the turn of the century. Here are some examples of how this will manifest: • Accelerating tax preparation.

Technology 64

Technology Tax cpas tax preparation 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

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

ThomsonReuters

DECEMBER 4, 2024

Filing business tax returns is no doubt an intricate process, but with the right workflow, accounting firms can streamline the process, reduce errors, and ensure compliance. LLC : The deductions depend on the tax treatment, but generally include ordinary and necessary business expenses.

tax return 52

tax return business tax accounting firms Tax 52

CPA Practice

MAY 2, 2023

Technology enables accounting pros to access and assess real-time financial data with a distinct benefit to their practices: supporting an advisory role. He and his staff of 13 offer an array of tax advisory services, tax preparation and compliance, bookkeeping, and outsourced CFO services. Eric Aragon. “We

Technology 103

Technology quickbooks bookkeeping tax planning 103

MyIRSRelief

APRIL 29, 2024

This is where specialized tax and accounting firms step in, becoming a crucial partner for small businesses with under 100 employees. These firms understand the unique challenges faced by LA’s diverse entrepreneurial landscape, from tech startups in Venice Beach to established family-run restaurants in Koreatown.

Tax 130

Tax bookkeeping Entertainment accountant 130

ThomsonReuters

APRIL 4, 2022

Sure, your firm’s tax compliance software does its job, but you know that there’s room for significant improvement. Tax season can obviously be a hectic and stressful time, but eliminating time-consuming tasks, and streamlining and automating the tax workflow would be transformative for you and your staff.

Tax 98

Tax Technology tax preparation tax return 98

ThomsonReuters

SEPTEMBER 19, 2023

But, if we think back to several years ago, tax software solutions that streamlined an accountant’s workflow begged the same question: will technology replace my job? Tax preparation software has shifted the work of today’s tax and accounting professionals—from mundane data entry to more meaningful and strategic work.

Technology 52

Technology Tax tax preparation tax return 52

Snyder

JULY 13, 2022

The accounting industry has undergone some serious technical changes due to technological advancements but first and foremost due to a global pandemic. CAS expands beyond the traditional scope of bookkeeping and tax preparation. Using technology to elevate your performance.

accountant 105

accountant accounted Account Technology 105

Accounting Today

SEPTEMBER 6, 2024

In this installment of The Fundamentals, we asked firm leaders and tech experts the basics of selecting solutions for tax preparation.

Tax 75

Tax tax preparation Technology tax planning 75

ThomsonReuters

JULY 6, 2023

Today, technology has automated much of the accountants’ daily workflow , enabling even junior staff to jump right into value-added and engaging work like analyzing trends, providing insight, and offering guidance to clients. Career paths in accounting Career paths in accounting can be personal, public, or corporate.

accountant 98

accountant accounted Account accounting and finance 98

ThomsonReuters

JUNE 15, 2022

The foundation of a successful tax practice rests on the technical knowledge of your people. While you can create a modern firm with automated processes and expansive service offerings, your clients won’t keep coming back if your team isn’t up to speed with the most recent tax law changes.

Tax 98

Tax Technology audit tax preparation 98

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 accountant accounted Account 59

Going Concern

AUGUST 22, 2024

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #22103110 Certifications: CPA Candidate Education: BS, Accounting Experience (years): 7+ years of overall experience Work experience (detail): 6+ years with CPA firms Mentoring and training the accounting team Tax return preparation for individuals, SMBs and Nonprofits Prepared monthly, (..)

Real Estate 59

Real Estate accountant accounted Account 59

ThomsonReuters

JUNE 13, 2023

In the world of tax and accounting, advisory services include providing insights and strategies that help your clients build their business strategy, enhance decision-making, and successfully achieve their financial goals. Why make the shift to advisory?

tax return 93

tax return Tax bookkeeping services Technology 93

ThomsonReuters

JANUARY 12, 2023

With more than 50 million taxpayers answering ‘Yes’ to the IRS Virtual Currency question on the front page of the 1040 form on their 2021 tax returns, there is a pressing need for immediate access to tools for cryptocurrency tax preparation. . So, what can accountants do to prepare for crypto audits? .

audit 52

audit tax preparation Technology tax planning 52

Going Concern

FEBRUARY 6, 2025

TAX CANDIDATES FTE Tax Accountant | Candidate ID #23752807 Certifications: CPA in process Education: BS Accounting Experience (years): 4 years tax and accounting experience Work experience: All in public accounting 250+ returns prepared for individuals and SMBs Tax projections, estimate calculations, tax research Personal property tax and fixed asset (..)

Real Estate 52

Real Estate accountant accounted Account 52

ThomsonReuters

JANUARY 18, 2024

Accountant vs. CPA vs. tax preparer: What are the differences? Ever-changing regulations and laws, shifts in client expectations, and advancements in innovative technologies like artificial intelligence (AI) are changing the way firms do business and how accountants serve their clients. How can accountants be more efficient?

accountant 59

accountant accounted Account tax preparation 59

ThomsonReuters

FEBRUARY 8, 2022

A rise in tax regulations, globalization, an influx of innovative technologies, and a greater demand for “always on” access makes it an exciting time for tax and accounting professionals to be in business. One significant trend sweeping the tax profession is the rise of value-added services.

Tax 105

Tax Entertainment payroll Technology 105

Going Concern

JUNE 27, 2024

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #19249390 Certifications: CPA in process Education: BS Business Administration, Accounting Experience (years): 7+ years accounting and tax experience Work experience (detail): 4+ in public accounting 3 years tech startup experience 3+ in family office accounting and advisory 2 tax (..)

Real Estate 52

Real Estate accountant accounted Account 52

CPA Practice

AUGUST 28, 2024

This enables firms to easily manage key tax positions for their clients, shifting from simple tax preparation to high-value advisory services. By empowering firms to proactively find tax savings for clients, Instead helps them attract and retain business. Instead is truly innovating how taxes are done. –

Real Estate 45

Real Estate tax preparation Technology tax planning 45

Snyder

NOVEMBER 14, 2022

When a CPA is in the zombie zone, you can’t perform well during the tax filing season. Will your clients be satisfied with loosely done books auditing and tax preparation in the end? For the upcoming tax season, do your planning and stick to it. Be lazy and automate accounting. Let’s put it straight.

accountant 98

accountant accounted Account E-commerce 98

ThomsonReuters

MAY 16, 2024

GenAI’s potential in tax and accounting For accountants, the advantages of GenAI are undeniable. Consider these benefits: Data entry automation. Generative AI systems can automate data entry tasks by extracting information from various documents, such as invoices and receipts. The bottom line?

Tax 52

Tax accountant accounted Account 52

Snyder

APRIL 10, 2023

As an accountant with a client who sells on Amazon, I came across an issue with recording the taxes paid by Amazon for the business. I was seeking an easy way to automate the process, but dealing with taxes proved to be quite challenging.

Sales 52

Sales E-commerce Tax Technology 52

CPA Practice

JANUARY 31, 2024

The dual challenges of a talent shortage and increased demand have changed tax and accounting professionals’ roles entirely. Meanwhile, technologies like artificial intelligence are streamlining the path for firms to become comprehensive one-stop shops for financial services. In terms of software enhancement, AI is a game-changer.

Tax 49

Tax accountant accounted Account 49

ThomsonReuters

SEPTEMBER 7, 2023

Jump to: Child and dependent care credit FAQs What is kiddie tax? What is the adoption tax credit? Claiming children on taxes Choosing the best tax preparation software As all working parents know, the cost of child and dependent care can be a significant financial burden.

Tax 52

Tax income tax tax preparation tax return 52

ThomsonReuters

OCTOBER 12, 2023

To support this effort, forward-thinking accounting firms are increasingly using tax preparation software and scan-and-populate solutions to tackle the challenges of foreign income reporting. Proper tax planning and compliance are key to managing the tax implications associated with foreign property ownership.

Tax 40

Tax tax return income tax Real Estate 40

ThomsonReuters

OCTOBER 12, 2023

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. Tax software for foreign asset reporting Tax planning and preparation software are valuable tools for accountants serving clients with foreign assets.

Real Estate 40

Real Estate tax return Tax tax preparation 40