Nancy McClelland, LLC

FEBRUARY 9, 2024

I’m especially indebted to NATP because when I first started doing taxes, I wasn’t a CPA yet — and spoiler alert: they don’t really teach you that much about tax preparation when studying for your CPA exams; in fact, three-quarters of the test aren’t related to taxes at all. 21, 2:00 p.m.

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CPA Practice

AUGUST 7, 2024

This webinar will be held on Tuesday, September 10, 2024 at 3:00pm ET Sponsor: Drake Software Duration: 1 Hour Register Now As online communication and storage become the new norm for the tax preparation industry, data thieves have taken advantage of more opportunities to steal sensitive taxpayer information.

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CPA Practice

FEBRUARY 8, 2024

The IRS and the agency’s Security Summit partners alerted tax professionals on Thursday of a scam email impersonating various software companies in an attempt to steal electronic filing identification numbers (EFINs). A little extra caution can mean a world of difference for tax professionals during this busy period.”

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Canopy Accounting

FEBRUARY 1, 2023

In our recent webinar, "A Guide for 2023 Tax Season Individual Updates" , we provided a quick guide to understanding the updates for the 2023 tax season and highlighted some ways you can help your clients (and yourself) prepare for the season.

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CPA Practice

AUGUST 9, 2024

This webinar will be held on Tuesday, September 10, 2024 at 3:00pm ET Sponsor: Drake Software Duration: 1 Hour (CPE and CE) Register Now As online communication and storage become the new norm for the tax preparation industry, data thieves have taken advantage of more opportunities to steal sensitive taxpayer information.

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CPA Practice

OCTOBER 29, 2024

Transforming long-form webinars into short-form clips that you can post on LinkedIn and other social platforms. One single webinar can create dozens of clips, helping you fill your social media calendar for quite a while. Streamline Tax Preparation One area where AI can really shine is in tax preparation.

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CPA Practice

OCTOBER 25, 2023

Date: Monday, November 13, 2023 Time: 3 PM ET / 2 PM CT / 12 PM PT / 7 PM GMT Sponsor: Drake Software Duration: 1 Hour Receive 1 hour of free CPE credit for participating in this live webinar. Already registered for this webinar? Are you ready for the upcoming tax season? Click here to log in. He is a U.S. Navy veteran.

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ThomsonReuters

MAY 31, 2024

The recent Future of Tax Automation webinar series dives into various aspects of tax automation and its implications for the future. These webinars provide valuable perspectives from industry experts on leveraging automation to streamline operations, improve client services, and optimize recruitment and retention strategies.

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Nancy McClelland, LLC

JANUARY 15, 2023

As you might imagine, we get quite a few inquiries for tax preparation services, but a) we only do taxes for our small business accounting & bookkeeping clients, and b) we only work with clients in Illinois, Indiana and Wisconsin. Tax Preparer. It’s an arena rife with underrepresentation issues.).

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CPA Practice

AUGUST 15, 2023

Date: Tuesday, September 12, 2023 Time: 3 PM EDT / 2 PM CDT / 12 PM PDT / 7 PM GMT Sponsor: Drake Software Duration: 1 Hour Receive 1 hour of free CPE credit for participating in this live webinar. Already registered for this webinar? Click here to log in. Program level: Basic (no prerequisites required).

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Withum

NOVEMBER 28, 2023

With the year coming to an end, it’s essential to kickstart your 2023 tax preparations and start thinking about tax-saving techniques, potential opportunities, and the recent legal modifications that might impact your tax obligations.

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ThomsonReuters

FEBRUARY 8, 2022

1) Communicate clearly to win new tax clients. When you seek to win new tax clients, it’s best to start at the beginning. With so many generations in need of tax and accounting services in the market today, it can be a challenge to discover what a client truly wants or needs, or how they want to connect with you.

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xendoo

APRIL 8, 2022

Many small business owners miss out on tax savings simply because they aren’t aware of what tax deductions are available. As professional accountants, we know all the small business tax deductions that can save you money, and we’re sharing them in this tax deductions checklist. . What is a tax deduction?

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CPA Practice

AUGUST 28, 2024

CPA Practice Advisor has announced the 2024 Tax and Technology Innovation Award winners and finalists. After voting by the awards committee panel each year, the top five products are presented as winners of the Tax and Accounting Technology Innovation Awards. In 2004, under the editorial leadership of Gregory L.

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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.

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Xero

NOVEMBER 2, 2022

You may prefer to learn how to set up your small business in Xero through interactive webinars. We hear from our customers that the ‘Set up your small business in Xero’ webinar helps them understand the basics in an interesting and engaging way. .

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Canopy Accounting

MARCH 24, 2023

In our recent webinar, "Two Clicks to Transcripts with Dawn Brolin," Dawn discussed the firm-wide benefits of Canopy's Transcripts & Notices tool and how it's increased the value of her firm, improved client relationships, and saved time. If you need to pull transcripts for your client, you must have a signed Form 2848.

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CPA Practice

JANUARY 18, 2024

In today’s fast-paced world, you are constantly juggling between client needs, regulatory demands, and staying abreast of ever-changing tax laws. Helping [your niche] stress less this tax season! Ready to check taxes of your to-do list? Saving [your niche] money one tax write-off at a time! link to your contact page] b.

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ThomsonReuters

APRIL 4, 2022

For starters, the rise of DIY tax software has fueled the commoditization of tax preparation. However, as technology becomes increasingly advanced more and more taxpayers are bound to turn to DIY online tax filing services that can walk them through the process for less money than your firm would charge. This is not new.

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ThomsonReuters

JULY 11, 2023

That relationship was shifted into higher gear by the onset of the COVID-19 pandemic as many companies turned to their tax and accounting professionals to help keep their businesses afloat. Firms have various situations when working with clients, such as tax planning, tax preparation, or risk management.

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CPA Practice

OCTOBER 23, 2023

Accounting firms know that offering only tax preparation services makes maintaining consistent cash flow and workloads throughout the year challenging. Tax planning and financial planning complement each other well, and your clients already need these services, but for many of them, they likely don’t know who to turn to for help.

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Nancy McClelland, LLC

APRIL 16, 2023

(c) Nataliya Vaitkevich via Pexels I used to find it annoying when a client would forward me an article about a tax deduction or credit, to make sure I would take it on their tax return. So, to make sure we’re all on the same page, here are a few choice tax benefits that are often overlooked.

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ThomsonReuters

JUNE 13, 2023

If you’re part of a small or medium-sized tax and accounting firm, you know that differentiating yourself from the competition is always top of mind. All this, alongside the more traditional tax preparation, payroll, and accounting/bookkeeping services that your clients have come to know and trust. What are advisory services?

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Going Concern

FEBRUARY 9, 2024

Big 4 Big Four Lobby Congress on Accounting Pipeline, AI, Crypto [ Bloomberg Tax ] PwC spent the most at $3.27 In a summary of the report, Linklaters said six unidentified partners outside Australia should have asked where the tax information had come from and that disciplinary action had been taken against them. “Win big?

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CPA Practice

AUGUST 14, 2024

This webinar will be held on Wednesday, September 18, 2024 at 2:00pm ET Sponsor: Wolters Kluwer Duration: 1 Hour Register Now Course Overview: Discover how to leverage automation and AI to streamline processes, enhance client service, and drive growth. Gail is a member of the AICPA’s PFS Credential Committee.

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ThomsonReuters

NOVEMBER 26, 2024

From automating routine tasks to enhancing tax research, AI-powered tax technology can provide significant strategic advantages, particularly for small accounting firms. This minimizes manual effort, reduces errors, and accelerates tax preparation. Evaluate current workflows. Choose the right AI-powered tools.

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ThomsonReuters

FEBRUARY 2, 2022

the potential market available to tax and accounting firms is massive. How to market tax and accounting services. You can do this online through blogs, white papers, webinars, and podcasts, or offline through speaking engagements and networking opportunities. Turning tax clients into full-service clients.

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CPA Practice

SEPTEMBER 11, 2024

In this engaging webinar a panel of accounting professionals will dive into the data, share their insights, and forecast where they see the profession going in the future. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars. Gail is a member of the AICPA’s PFS Credential Committee.

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Nancy McClelland, LLC

DECEMBER 1, 2023

I love this particular webinar series, as it’s a fabulous opportunity to connect with peers, get the latest industry updates, and explore best practices, new tech, and other developments in accounting. They do a nice job of speaking both to bookkeepers and tax professionals, as well as tech-related and accounting-adjacent firms.

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Nancy McClelland, LLC

DECEMBER 1, 2023

I love this particular webinar series, as it’s a fabulous opportunity to connect with peers, get the latest industry updates, and explore best practices, new tech, and other developments in accounting. They do a nice job of speaking both to bookkeepers and tax professionals, as well as tech-related and accounting-adjacent firms.

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Nancy McClelland, LLC

FEBRUARY 13, 2022

The source is #15 in the IRS FAQ on the topic: This Journal of Accountancy article walks through the particular scenario where this relief — only for tax year 2021 — applies. The domestic partnership or S corporation has no knowledge that the partners or shareholders are requesting such information for tax year 2021.

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ThomsonReuters

APRIL 25, 2024

When it comes to navigating the tax landscape of 401(k) contributions and withdrawals, it’s important for accountants to stay informed and help clients make tax-efficient decisions during their retirement years. Jump to: Is a 401(k) pre-tax? Is there a 401(k) inheritance tax? Is there a 401(k) inheritance tax?

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ThomsonReuters

NOVEMBER 2, 2023

The answer lies in tax automation. Tax automation is using technology to streamline and optimize the tax preparation process, from gathering source documents to filing returns. How can firms stay competitive, deliver quality services, and achieve work-life balance amid these pressures?

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LyfeAccounting

OCTOBER 21, 2020

?. In federal taxes you owe $78,435.72. Look, those were like your tax liabilities from last year. So I’d say, learn how to use small business tax deductions to lower your liability. Because you definitely don’t want to spend more in taxes for another year. Because like clockwork, taxes come due every year.

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xendoo

NOVEMBER 23, 2020

Are you claiming all the income tax deductions you’re entitled to? Real Estate Taxes. Any real estate taxes you pay to your state, city, and even another country are deductible. Which is the better route depends on the expected life of the equipment and other factors; your tax advisor can help you make the right decision.

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CPA Practice

SEPTEMBER 11, 2024

Tax preparation software, client portals, and general ledger systems are identified as the most important tools, indicating a focus on core accounting functions. Forty-nine percent of respondents allow clients to email sensitive information, such as tax forms, to their firm, while 51% do not permit this practice.

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SkagitCountyTaxServices

SEPTEMBER 11, 2020

Back to some deadlines: 1) Estimated taxes for the third quarter are due on Tuesday September 15th. While these particular articles usually relate to business strategy, as you know, we specialize in tax preparation and planning for families and business owners. If this applies to you, you know who you are.

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