Accountant Advocate

That E-mail or Text from the IRS: It’s a Scam!

RogerRossmeisl

AUGUST 6, 2023

Important: The IRS will never contact you by email, text or social media channels about a tax bill or refund. Most IRS contacts are first made through regular mail. The scams may come in through email, text messages, telephone calls or regular mail.

CPA

CPA Tax

2023 Q4 Tax Calendar: Key Deadlines for Businesses and Other Employers

RogerRossmeisl

NOVEMBER 8, 2023

Contact us to ensure you’re meeting all applicable deadlines and to learn more about the filing requirements. Here are some of the key tax-related deadlines affecting businesses and other employers during the fourth quarter of 2023. Keep in mind that this list isn’t all-inclusive, so there may be additional deadlines that apply to you.

Tax

Tax CPA business tax

2024 Q2 Tax Calendar: Key Deadlines for Businesses and Employers

RogerRossmeisl

APRIL 17, 2024

Contact us to ensure you’re meeting all applicable deadlines and to learn more about the filing requirements. Here are some of the key tax-related deadlines that apply to businesses and other employers during the second quarter of 2024.

Tax

Tax income tax tax return CPA

Webinars

Elevating Accounting Practices: The Power of Outsourcing and Automation in the Digital Age

MORE WEBINARS

2023 Q3 Tax Calendar: Key Deadlines for Businesses and Other Employers

RogerRossmeisl

AUGUST 6, 2023

Contact us to ensure you’re meeting all applicable deadlines and to learn more about the filing requirements. Here are some of the key tax-related deadlines affecting businesses and other employers during the third quarter of 2023. Keep in mind that this list isn’t all-inclusive, so there may be additional deadlines that apply to you.

Tax

Tax income tax CPA business tax

Top Reasons to Change an Outsourced Sales Tax Provider

TaxConnex

MAY 3, 2022

No reliable point of contact. Do you have a central point of contact who knows and can help with your issues? Often there’s a new point of contact every three to six months, or the contact is a clerical resource incapable of providing needed support. Contact TaxConnex ?to

Sales

Sales Tax Start-ups

If You Missed It, Here’s the IRS ‘Dirty Dozen’ Tax Scams List For 2024

CPA Practice

APRIL 22, 2024

The list serves as a reminder to remain vigilant about tax scams not only during tax season, but all year long. Fake employee retention tax credits If you’ve been contacted about filing a claim to receive the employee retention tax credit, be leery: You might not actually qualify for it. savings bonds.

Tax

Tax tax return online accounting payroll

7 Indicators It's Time to Switch Sales Tax Compliance Providers

TaxConnex

JULY 26, 2022

No Reliable Point of Contact. Do you have a central point of contact that knows, cares and can help with your issues? We’ve heard from some businesses that have outsourced their sales tax process that their service provider does not provide a central point of contact when there’s an issue.? Contact TaxConnex ?to

Sales

Sales Tax tax return Technology

IRS Wage Garnishment: Understanding the Reasons and Help to Release It

MyIRSRelief

AUGUST 14, 2023

Contact the IRS immediately Verify the accuracy of the garnishment Request a release based on financial hardship Pay the debt in full or negotiate a payment arrangement File an appeal Conclusion Contact us for professional tax help today! These documents will be useful when contacting the IRS or seeking professional advice.

tax return

tax return Tax Legal audit

IRS Wage Garnishment: Understanding the Reasons and How to Release It

MyIRSRelief

AUGUST 14, 2023

Contact the IRS immediately Verify the accuracy of the garnishment Request a release based on financial hardship Pay the debt in full or negotiate a payment arrangement File an appeal Conclusion Contact us for professional tax help today! These documents will be useful when contacting the IRS or seeking professional advice.

tax return

tax return Tax Legal audit

Our new AI-powered contact predictions have arrived

Xero

OCTOBER 3, 2023

We recently announced at Xerocon Sydney that our team was busy enhancing the AI algorithms that power bank reconciliation in Xero, so it would recognise new contacts in your statement lines (even when they’re not in your contact list). The business register is really picky about accuracy, so it only recognises exact business names.

Transportation

Transportation Account accountant accounted

2023 Q2 Tax Calendar: Key Deadlines for Businesses and Employers

RogerRossmeisl

APRIL 24, 2023

Contact us to ensure you’re meeting all applicable deadlines and to learn more about the filing requirements. Here are some of the key tax-related deadlines that apply to businesses and other employers during the second quarter of 2023.

Tax

Tax income tax tax return CPA

What’s trailing nexus? And why should you cancel your sales tax registration?

TaxConnex

MAY 30, 2023

You know all about reaching sales tax nexus: selling enough or having a physical presence in a tax jurisdiction sufficient to create a connection with that jurisdiction and create an obligation for you to collect and remit sales tax. In many states where it applies, trailing nexus lasts about a year, as in Minnesota , Wisconsin and Texas.

Sales

Sales Michigan Tax Wisconsin

Sales tax isn't simple: Is outsourcing the answer?

TaxConnex

APRIL 25, 2024

About 70 companies also reportedly have had to postpone annual reports, according to recent research. When searching for a firm to outsource your compliance work, get proposals from at least two firms, identify the services you need and give details about your business. Contact us to learn what it means when sales tax is all on us.

Sales

Sales Tax accounting and finance auditor

Money Mule Networks Are on IRS Criminal Investigation’s Radar

CPA Practice

MARCH 14, 2024

What are money mule networks, and why is the IRS Criminal Investigation (IRS-CI) unit warning taxpayers about them ? Contact information for IRS-CI’s field offices can be found in the agency’s annual report.

Legal

Legal Account accountant accounted

IRS Tries to Clear Up Confusion on Medical Expenses

CPA Practice

MARCH 7, 2024

In a bulletin issued “amid concerns about people being misled,” the IRS said personal expenses—things like food and general wellness purchases—are not deductible or reimbursable under health flexible spending or reimbursement arrangements, health savings accounts, or medical savings accounts.

Tax

Tax Account accountant accounted

IRS Bank Levy – Reasons and How to Release It

MyIRSRelief

SEPTEMBER 15, 2023

Ignoring Tax Notices: Failure to respond to IRS notices or communicate about your tax debt may prompt the IRS to take aggressive collection actions, such as levying your bank account. Contact us for professional tax help today! Contact the IRS if you need assistance or require additional time to pay your taxes.

tax return

tax return Tax Legal audit

IRS Revolutionizes Correspondence With Taxpayers Through New Online Document Upload Tool

Withum

NOVEMBER 15, 2023

If you have any questions about how to respond to correspondence you received from the IRS, please reach out to your local Withum Tax Professional. Contact Us For more information on this topic, please contact a member of Withum’s Tax Controversy Services Team.

Tax

How the Name, Image and Likeness Policy is Changing College Athletics

Cherry Bekaert

APRIL 9, 2024

Contact Us The post How the Name, Image and Likeness Policy is Changing College Athletics appeared first on Cherry Bekaert. As more guidance comes forth, we are here to provide regular updates, thought leadership, current and future state consulting, change management advisory and ready to stand up services.

Sports

Sports Government

An Introduction to SOC 2 Reports

Cherry Bekaert

MARCH 18, 2024

Contact Us The post An Introduction to SOC 2 Reports appeared first on Cherry Bekaert. During this episode they discuss the many benefits of Service Organization Control (SOC) 2 reports, such as security insights, gaining customer trust and risk management, and how those benefits bring value to a company.

Account

Account accountant accounted

Breaking News: Federal Court Ruled Corporate Transparency Act Unconstitutional – Beneficial Ownership Information Reporting on Hold

Withum

MARCH 2, 2024

Contact Us Please reach out to Withum’s Tax Services Team if you have any questions about how this may affect your business. For the time being, the Court’s decision leaves the CTA and BOI landscape in limbo as there is almost certainly going to be further developments in this case. Stay tuned for further developments as they arise.

Ohio

Ohio Non-Profits tax services Tax

Cost Accounting Standard Considerations for a Growing GovCon

Cherry Bekaert

NOVEMBER 6, 2023

Contact us. Contact Us The post Cost Accounting Standard Considerations for a Growing GovCon appeared first on Cherry Bekaert. If you have any questions specific to your situation, our GovCon consultants are available to discuss your situation with you.

accounting standards

accounting standards cost accounting Account accountant

Forbes Top 200 CPAs in America

Withum

APRIL 18, 2024

About half of the growth has been organic, i.e., through client growth and referrals, and the other half through mergers with other quality practices. I have pretty regular contact with people in many of the offices depending upon the services needed. That year, three other firms also merged, and combined, we added 50 people.

cpas

cpas accounting firms Tax Account

The IRS Puts High-Income Non-Filers Notice

Withum

SEPTEMBER 21, 2023

The examination rate for individual income tax returns dropped by about 500 percent from 2010 to 2018. The examination rate for corporate income tax returns declined by about 533 percent from 2010 to 2018. In 2010, approximately 1 percent of returns were examined. 2 percent of individual income tax returns were audited in 2018.

tax return

tax return income tax audit Tax

AI Stats and Trends for Small Business Marketing

CPA Practice

OCTOBER 2, 2023

We recently published a report at Constant Contact called, Small Business Now: An AI Awakening , that outlines how SMBs are thinking about AI and automation, and some of the results that early adopters are seeing. If you’re curious about how AI can impact your business, here are the 10 stats about AI that you should know.

Technology

Technology Sales bookkeeping Account

How to Protect Your Intellectual Property Abroad and Minimize Tax Liabilities

Cherry Bekaert

MARCH 27, 2024

Contact Us The post How to Protect Your Intellectual Property Abroad and Minimize Tax Liabilities appeared first on Cherry Bekaert. Tune in as they share insights on key considerations for timing, structuring and planning properly so you’re not paying taxes in multiple jurisdictions.

Tax

Tax tax planning Technology

Inbound U.S. Tax Services

Cherry Bekaert

MARCH 14, 2024

market, business owners must learn about the federal, state and local tax systems they will encounter. Listen to learn more about: 03:54 – GST tax vs. U.S. Contact Us The post Inbound U.S. When expanding operations into the U.S. Sales tax in the U.S. Tax Services appeared first on Cherry Bekaert.

tax services

tax services Tax income tax tax return

Dealer Vision: Volume XIV

Withum

FEBRUARY 27, 2024

Learn more about the FTC Safeguards Rule, how to maximize your 2024 dealership returns and key takeaways from the 2023 AICPA Dealership Conference in Las Vegas. Gear up for the Winter issue of Dealer Vision ! This newsletter is packed with insights to steer your dealership in the right direction.

Tax

Xero Adds GenAI-Driven Search Function

CPA Practice

OCTOBER 11, 2023

It’s really about making it as simple and intuitive as possible for customers – whether they’re small businesses or accountants and bookkeepers – to find the information they need to solve their problem so they can get back to running their business or supporting their clients.

bookkeeping

bookkeeping Account accountant accounted

Accounting Standards Update 2023-09: New Income Tax Disclosure Rules

Cherry Bekaert

FEBRUARY 27, 2024

Brooks Nelson , Partner and Strategic Tax Leader, and Sarah McGregor , Tax Director, talk with William Billips , Partner and Tax Provisions Leader, and Brian Dill , Partner and International Tax Leader, about ASU 2023-09 and how the new regulations will significantly impact multinational companies, particularly public and private entities.

income tax

income tax accounting standards Tax Account

Economic Indicators as Predictive Benchmarks

Withum

APRIL 12, 2024

There are dozens of economic indicators, and each so-called or self-proclaimed expert, with or without prestigious degrees, has opinions about the future of the economy while interpreting the same data. Yet, every economist, financial commentator, and journalist has an opinion. I hope to see you there.

Tax

Tax Sales

IRS Warns of New Tax Refund Mail Scam

CPA Practice

JULY 5, 2023

The IRS says it “never initiates contact with taxpayers by email, text or social media regarding a bill or tax refund.” The fake letters contain false contact details and ask for personal and financial information, such as a detailed photo of your driver’s license. Unclaimed tax refunds totaling about $1.5

Tax

Tax tax return income tax Washington

FAQ Guide: Navigating the QuickBooks Desktop Discontinuation

Withum

APRIL 24, 2024

It’s crucial to stay informed about these changes, which may impact your business in the short and long term. Contact us. You can google ‘QBO Test Drive’ Contact Us Contact a member of Withum’s Outsourced Accounting Systems and Services Team to discuss your options and ensure you are prepared for your QBD transition.

quickbooks

quickbooks NetSuite payroll E-commerce

AI Stats and Trends for Small Business Marketing

CPA Practice

SEPTEMBER 26, 2023

We recently published a report at Constant Contact called, Small Business Now: An AI Awakening , that outlines how SMBs are thinking about AI and automation, and some of the results that early adopters are seeing. If you’re curious about how AI can impact your business, here are the 10 stats about AI that you should know.

Technology

Technology Sales bookkeeping Account

Key Strategies for HR Leaders During Acquisitions: Insights from Cherry Bekaert’s Chief People Officer

Cherry Bekaert

JANUARY 9, 2024

Contact Us The post Key Strategies for HR Leaders During Acquisitions: Insights from Cherry Bekaert’s Chief People Officer appeared first on Cherry Bekaert. Learn how Cherry Bekaert excels in a flexible work model, embracing advanced technology, clear remote work policies and a commitment to employee well-being.

Technology

Effective Marketing in Minutes: Essential Tips for the Time-Strapped CPA

CPA Practice

JANUARY 18, 2024

link to your contact page] b. link to your contact page] c. link to your contact page] d. W-2s and 1099s – Avoiding Fines (post deadlines and how they can contact you) c. Ready to check taxes of your to-do list? Saving [your niche] money one tax write-off at a time! What type of services do you offer?

CPA

CPA income tax quickbooks Tax

Changes to Missouri Taxability of Sales Made Online by a Not-for-Profit Marketplace Facilitator

Anders CPA

OCTOBER 26, 2023

Anders State and Local Tax advisors closely monitor legislation and rulings impacting business owners and taxpayers to educate our clients about the latest tax regulations. For more information about how this ruling could impact your business, and the associated fees, contact Anders below.

Missouri

Missouri Sales California Education

Glazier to Union Leader: An Interview With Trailblazer Madison Hull

Withum

MARCH 27, 2024

Read the full article to learn more about Madison’s story. Tell me a little bit about your career journey and role as Director of Service and President of District Council 16. She talked about Apprenticeship and career pathways into different trade careers, and the door opened for me. Reno, Nevada What is your favorite quote? “Be

Nevada

Nevada Construction Start-ups Education

Preparing for Tableau Pulse and Migrating to the Cloud

Cherry Bekaert

FEBRUARY 29, 2024

Check out our Salesforce web page to learn more about our services and solutions. Contact Us The post Preparing for Tableau Pulse and Migrating to the Cloud appeared first on Cherry Bekaert. Learn how Cherry Bekaert can help you get started on your journey to moving Tableau to the cloud. View all Digital Journeys Podcasts Questions?

IRS Releases Long-Awaited ERC Voluntary Settlement Program

Withum

DECEMBER 22, 2023

On December 21, 2023, the IRS released details about its second settlement initiative relating to the employee retention credit (ERC). Taxpayers also must disclose to the IRS identifying information and other details about any advisors or tax preparers who advised or assisted them with their ERC claims.

income tax

income tax Tax audit tax preparation

Top Trend Predictions for Not-for-Profits in 2024

Cherry Bekaert

MARCH 14, 2024

Many of our team members serve in a voluntary capacity on boards and give of their resources for the causes they feel strongly about. Contact Us The post Top Trend Predictions for Not-for-Profits in 2024 appeared first on Cherry Bekaert. View All Podcasts in This Series Questions?

Technology

Cannabis Tax Frenzy

Withum

MARCH 12, 2024

The giddiness stems from a recent announcement by a publicly traded cannabis company that it obtained large tax refunds from the IRS, even though the company has been tightlipped about the reason for the refunds. Curiosity about the company’s tax filings is understandable, but the reason for optimism is unclear.

Tax

Tax tax return Legal Manufacturing

IRS Doubles Down on ERC Warning to Taxpayers

Withum

MARCH 15, 2023

This marks the third time in six months the IRS has issued a written warning to taxpayers – the first two were issued in October and November of 2022, and we wrote about the October notice here. If you have any questions, don’t hesitate to contact us, but in the meantime, you can check out our many published articles on ERC.

tax return

tax return income tax audit Tax

Navigating the SBA 8(a) Business Development Program – Accounting Best Practices

Cherry Bekaert

DECEMBER 5, 2023

Contact us. Contact Us The post Navigating the SBA 8(a) Business Development Program – Accounting Best Practices appeared first on Cherry Bekaert. If you have any questions specific to your situation, our GovCon consultants are available to discuss your situation with you.

Account

Account accountant accounted accounting system

Landscape of Employee Retention Credit Tax Issues

Withum

MARCH 7, 2024

Below is a summary of the latest thoughts on various issues that are of interest to those who have already claimed the ERC or are about to claim the ERC. It was processing about 40,000 claims per week and it is now down to 1,000 to 2,000 per week. First, was there ever a moratorium ? Has the IRS Ramped up the Number of ERC Audits?

Tax

Tax income tax tax return audit

That E-mail or Text from the IRS: It’s a Scam!

2023 Q4 Tax Calendar: Key Deadlines for Businesses and Other Employers

Webinars

Trending Sources

2024 Q2 Tax Calendar: Key Deadlines for Businesses and Employers

Webinars

2023 Q3 Tax Calendar: Key Deadlines for Businesses and Other Employers

Top Reasons to Change an Outsourced Sales Tax Provider

If You Missed It, Here’s the IRS ‘Dirty Dozen’ Tax Scams List For 2024

7 Indicators It's Time to Switch Sales Tax Compliance Providers

IRS Wage Garnishment: Understanding the Reasons and Help to Release It

IRS Wage Garnishment: Understanding the Reasons and How to Release It

Our new AI-powered contact predictions have arrived

2023 Q2 Tax Calendar: Key Deadlines for Businesses and Employers

What’s trailing nexus? And why should you cancel your sales tax registration?

Sales tax isn't simple: Is outsourcing the answer?

Money Mule Networks Are on IRS Criminal Investigation’s Radar

IRS Tries to Clear Up Confusion on Medical Expenses

IRS Bank Levy – Reasons and How to Release It

IRS Revolutionizes Correspondence With Taxpayers Through New Online Document Upload Tool

How the Name, Image and Likeness Policy is Changing College Athletics

An Introduction to SOC 2 Reports

Breaking News: Federal Court Ruled Corporate Transparency Act Unconstitutional – Beneficial Ownership Information Reporting on Hold

Cost Accounting Standard Considerations for a Growing GovCon

Forbes Top 200 CPAs in America

The IRS Puts High-Income Non-Filers Notice

AI Stats and Trends for Small Business Marketing

How to Protect Your Intellectual Property Abroad and Minimize Tax Liabilities

Inbound U.S. Tax Services

Dealer Vision: Volume XIV

Xero Adds GenAI-Driven Search Function

Accounting Standards Update 2023-09: New Income Tax Disclosure Rules

Economic Indicators as Predictive Benchmarks

IRS Warns of New Tax Refund Mail Scam

FAQ Guide: Navigating the QuickBooks Desktop Discontinuation

AI Stats and Trends for Small Business Marketing

Key Strategies for HR Leaders During Acquisitions: Insights from Cherry Bekaert’s Chief People Officer

Effective Marketing in Minutes: Essential Tips for the Time-Strapped CPA

Changes to Missouri Taxability of Sales Made Online by a Not-for-Profit Marketplace Facilitator

Glazier to Union Leader: An Interview With Trailblazer Madison Hull

Preparing for Tableau Pulse and Migrating to the Cloud

IRS Releases Long-Awaited ERC Voluntary Settlement Program

Top Trend Predictions for Not-for-Profits in 2024

Cannabis Tax Frenzy

IRS Doubles Down on ERC Warning to Taxpayers

Navigating the SBA 8(a) Business Development Program – Accounting Best Practices

Landscape of Employee Retention Credit Tax Issues

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