ThomsonReuters

OCTOBER 24, 2024

Writing an advisory services proposal with a template An easier way to write advisory proposals The shift toward providing more higher-value advisory services continues to gain momentum as accounting firms increasingly look for ways to better serve clients, sharpen their competitive edge, and drive greater profitability.

Maine

Accounting Insight

MAY 2, 2025

Personal tax automation enables you to scale your operations efficiently, as you dont necessarily need to hire more staff as your growfor example, during the changes that come with MTD for income tax. Data security Automated tax systems are designed with robust security features to protect sensitive client information.

Technology

CPA Practice

JUNE 25, 2025

Jason Bramwell Mergers and Acquisitions June 25, 2025  RubinBrown Combines With Maggart & Associates in Tennessee The top 40 accounting firm is growing its presence in the Nashville market by joining forces with Maggart, one of the largest CPA firms in the Middle Tennessee region, effective June 2.

management accounting

CPA Practice

JUNE 30, 2025

million – $4,999,999 $5 million – $10,000,000 Over $10 million Consent Policy (Required) By downloading this content, you agree to our Terms and Conditions.

Technology

CPA Practice

JULY 15, 2025

Jason Bramwell Auditing July 15, 2025  Three Accounting Firms Got in Trouble for Breaking PCAOB Rules The three firms censured and fined by the PCAOB on July 11 for violating U.S. auditing rules and standards were Goldman & Co. CPAs ($25,000), Raymond Chabot Grant Thornton in Canada ($30,000), and PWR CPA ($60,000).

Technology

Accounting Today

JUNE 20, 2025

The current list of eligible localities is on the IRS Tax Relief in Disaster Situations page.) 3 deadline for both states applies to individual income tax returns and payments normally due on April 15, 2025. For individual taxpayers, this means Oct.

Mississippi

CPA Practice

JULY 15, 2025

The Firm Search Your banker can introduce you to brokers and professionals who specialize in accounting firm transactions. These relationships can open doors and speed up your search for the right firm. These early conversations can help shape your approach and significantly improve your chances of getting funded.

cpa firm

CPA Practice

JUNE 6, 2025

Kristy Short CAS June 5, 2025  Progress Software Launches New ShareFile Features for Automation and Client Experience With staffing shortages and client expectations on the rise, many accounting firms are struggling to keep pace, especially when administrative burdens reduce time for strategic advisory services.

Technology

CPA Practice

JULY 22, 2025

Smart Intake puts an end to “portal overload,” delivering a seamless client and staff experience for accounting firms that leverages all of the information inside the system firms already use to run their practices.

Technology

CPA Practice

JULY 7, 2025

Provide guidance on Notice 2020-75 and sections 469 and 163 on nonpassive versus passive income and interest expense tracing. Provide guidance on section 111 application to state tax refunds at the individual level and ordering between passthrough entity income tax payments and nondeductible estimated payments and withholding.

cpas

CPA Practice

JUNE 17, 2025

This list ranks the top CPA firms by the number of SEC-registered hedge funds audited. This list ranks the top CPA firms by the number of SEC-registered hedge funds audited. Following the recent acquisition of the business of Spicer Jeffries LLP , Cherry Bekaert is now ranked first among middle-market accounting firms.

auditor

CPA Practice

JULY 16, 2025

Jason Bramwell Top 20 accounting firm Armanino has expanded its managed service offerings by joining forces with Strategic Accounting Outsourced Solutions, a specialized outsourced accounting firm. Financial terms of the deal weren’t disclosed. Founded in 2012 and recognized on the Inc.

Technology

CPA Practice

JUNE 12, 2025

Closer to home, accounting firm leaders face hiring challenges, succession planning woes and the very real question: what role will humans play as AI and automation take over more of our work? Economists can’t agree on whether we’re heading for a soft landing or a recession, or whether we’re in one now.

Technology

CPA Practice

JULY 1, 2025

audit, tax and advisory firm, today announced its next Management Committee, effective July 1, 2025. audit, tax and advisory firm, today announced its next Management Committee, effective July 1, 2025. in Ohio The top 30 accounting firm has its first location in Ohio after merging in Cincinnati-based CPA firm Flynn & Co.

Technology

Accounting Insight

JUNE 6, 2025

Technology-embracing firms enjoy nearly two-thirds more revenue growth compared to their competitors, according to a recent report on the future of accounting.

Tax

CPA Practice

JULY 28, 2025

OBannon TIAG (The International Accounting Group) and TAG Alliances have added four independent accounting firms across three continents in the last two months, further strengthening the global footprint and multidisciplinary capabilities of the global alliance. Luxembourg); Anant Bhatt LLP (Kenya); and Vesco Giaretta S.p.a. “We

accounting firms

CPA Practice

JULY 8, 2025

Jason Bramwell Practice management software provider Ignition said Tuesday it has launched an enhanced integration with practice intelligence platform Karbon, bringing together solutions that help accounting firms streamline how they engage and onboard clients—and get paid.

Technology

Accounting Today

JUNE 12, 2025

EDT 6 Min Read Facebook Twitter LinkedIn Email By any other name; poor Service; a saga continues; and other highlights of recent tax cases. Rockford, Illinois: Tax preparer Gretchen Alvarez, 49, has pleaded guilty to preparing and filing false income tax returns.

Tax

ThomsonReuters

JULY 23, 2025

Lowered Tax Rates : Individual income tax rate reductions are locked in, eliminating uncertainty around future rate hikes. SALT Deduction Cap Adjustments Raised Cap : The state and local tax (SALT) deduction cap increases from $10,000 to $40,000 starting in 2025. Some of the key provisions and changes include: 1.

Tax

CPA Practice

JULY 7, 2025

Kepniss & Associates in New Jersey The deal enables LMC to expand its service offerings, particularly in tax advisory, real estate-related services, and specialized planning for high-net-worth individuals. has added a 14th firm to its roster—Raleigh, NC-based Williams Overman Pierce.

North Carolina

CPA Practice

JULY 2, 2025

Jason Bramwell Fort Lauderdale, FL-based accounting firm Alpine Mar has expanded its client offerings to include assurance services after acquiring Elliot Melamed PA, a boutique CPA firm in Coral Springs, FL. Financial terms of the deal weren’t disclosed. based employees.

Florida

CPA Practice

JULY 14, 2025

Log In Need more information? Read the FAQs Subscribe for free to get personalized daily content, newsletters, continuing education, podcasts, whitepapers and more.

West Virginia

Accounting Today

JULY 24, 2025

Sole owner of Zion Outfitter, an outdoor retailer in Springdale, Utah, he handled the company finances and provided CPAs with information and records to prepare tax forms to submit to the IRS. He underreported his taxable personal income, which resulted in his evading at least $1.9 million in income tax. million in taxes.

Tax

CPA Practice

JULY 24, 2025

Firm Management July 24, 2025  Aprio Makes $300 Million AI Investment, Acquires TimeCredit The acquisition of TimeCredit, an AI assistant built by accountants, complements the five-year, $300 million commitment Aprio is making to build "a scalable, AI-enabled firm that delivers measurable value for clients and team members alike."

Technology

CPA Practice

JULY 17, 2025

Brian Tankersley , Randy Johnston Accounting July 18, 2025  86% of Financial Professionals Express Concern Over Economy Additionally, 50% say they are “very concerned” about the likelihood of a recession, and 22% expect one to hit within the next 12 months.

Technology

Accounting Today

JUNE 5, 2025

CPA Timothy Trifilo has been sentenced to 20 months in prison for making a false statement on a mortgage loan application and for not filing an income tax return. For a decade, he did not file federal income tax returns nor pay taxes owed despite earning more than $7.7 Philadelphia: Tax preparer James J.

Tax

Accounting Today

JULY 22, 2025

Taxable Talk ( [link] ): In this years World Series of Poker, zero is the best tax number. TaxProf Blog ( [link] ): Rebecca Morrows "The Income Tax as a Market Correction" offers a profound ("somewhat cheeky") retort to the many economists who call the income tax inefficient. Virginia – U.S.

E-commerce

Accounting Today

JUNE 6, 2025

The new client hub (currently in beta) provides a centralized view of client information, files, folders and projects so firms gain access to the details they need to move work forward. state aviation tax information, which will soon be embedded within the platform. This acquisition offers users up-to-date U.S.

Technology

CPA Practice

JULY 16, 2025

The two new tax practices at the top 100 firm are Site Selection + Incentives, led by Shelly Carmichael, and State and Local Income Tax Consulting, led by Brandee Tilman.

Tax

Accounting Today

JUNE 19, 2025

Whitman also has not filed an individual income tax return since 1997 and has made no tax payments since 2000. In 2012, the IRS assessed nearly $800,000 in taxes against Whitman for 2002 through 2009 and began trying to collect. Between 2002 and 2018, he generated millions of dollars in gross receipts sales.

Tax

CPA Practice

JULY 24, 2025

CAS Can Attract the Next Generation of Accounting Talent While helping accounting firms diversify and expand their revenue streams has been the main driver of the growing popularity of CAS , its appeal to young professionals seeking a better work-life balance may be even more consequential in today’s environment.

Technology

CPA Practice

JUNE 24, 2025

Amy Vetter Firm Management June 23, 2025  Grant Thornton US Keeps Growing Multinational Platform The top 10 firm said last week its in the process of adding sister firms in Switzerland, Liechtenstein, and the Channel Islands to the multinational platform of firm affiliates the U.S.

Technology

Accounting Insight

MAY 1, 2025

Challenges include understanding the guidelines and remaining compliant with new rules, while accountants may choose to focus on opportunities such as enhanced client services and competitive advantage through early adoption. What is MTD for Income Tax (MTD)? How can you prepare for MTD for Income Tax?

Tax

CPA Practice

JULY 25, 2025

OBannon Firm Management July 24, 2025  10 Essentials for Selecting a Practice Management System Choosing the right practice management solution for your accounting firm is not a tactical decision; it is a strategic one that will impact the businesss efficiency now and for years to come. Log In Need more information?

West Virginia

CPA Practice

JULY 1, 2025

in Ohio The top 30 accounting firm has its first location in Ohio after merging in Cincinnati-based CPA firm Flynn & Co. in Ohio The top 30 accounting firm has its first location in Ohio after merging in Cincinnati-based CPA firm Flynn & Co. Louis-area accounting firm Botz Deal & Co.

Ohio

CPA Practice

NOVEMBER 13, 2024

Here’s what a Trump presidency could mean for your taxes. Existing tax rules made permanent The TCJA lowered income tax rates for all individuals but more significantly for high-income earners. The top marginal tax rate was reduced to 37% from 39.6%.

tax planning

CPA Practice

JUNE 5, 2025

Subscribe Tags:  Technology Recommended Firm Management Articles View All Firm Management Articles Firm Management June 5, 2025  Texas Accounting Firm Brown Graham Celebrates 70th Anniversary Brown Graham has grown into a respected regional firm with offices in Amarillo, Austin, Pampa, Prosper, and Spearman.

Technology