Nancy McClelland, LLC

APRIL 5, 2024

This week, I discovered a gift that Gusto created for tax preparers with clients that use the Gusto+Guideline combo — a reporting tool that will literally prepare the Form 8881 “Credit for Small Employer Pension Plan Startup Costs” for you. And now we’re superstars to them.

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tax preparation Tax bookkeeping payroll 52

TaxConnex

APRIL 20, 2021

This time of year, everybody’s mind is on income tax preparation. And for many accountants and CPA firms, this time of year means extra-long hours and more time spent managing clients’ finances. Either those that they’ve hired internally or the trusted CPA firm they’ve utilized for years.

Sales 139

Sales Tax tax return income tax 139

ThomsonReuters

AUGUST 10, 2021

Progress in technology, changes in policy, and changes public opinion are a few of the factors that impact CPA firms and how they work within their team and with clients. . Many preventative measures can be taken to ‘future-proof’ your firm, making certain you will not be left behind as changes occur.

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cpa firm CPA Technology Tax 52

CPA Practice

JUNE 8, 2023

The accounting profession has been facing a staffing crunch brought on by fewer college graduates entering the profession and experienced tax practitioners transitioning to different careers in accounting. However, there’s a challenge when it comes to expanding your firm’s existing staff. By Richard Lavina.

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Technology Tax cpas cpa firm 98

Nancy McClelland, LLC

JANUARY 30, 2024

Tax preparers everywhere spent the past two months gearing up for yesterday’s “opening day” of tax season, January 29th. Ths allows me to continue to provide free accounting resources to small businesses who do not have the funds available to hire a CPA. Enter Congress.

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Tax tax return Illinois tax preparation 52

Going Concern

JANUARY 26, 2024

Footnotes is a collection of stories from around the accounting profession curated by actual humans and published every Friday at 5pm Eastern. Comments are closed on Friday Footnotes and the Monday Morning Accounting News Brief by default. Indeed, trust is not built on mitigating risks alone. million from the federal government.

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CPA Practice

AUGUST 16, 2023

So what do you think our tax preparer friends need to know? And Steve Perkins, who has been a long term client out of Hogan Taylor in Tulsa, and Andrew Lucys, who’s the CEO of tech for accountants, well, each of the four of us took a section in that course and tried to explain what to do. day away FTC at bit.li/j j away FTC.

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Technology tax return Tax Start-ups 96