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The Best Tech for Accounting Firms: CPAs Voted for Readers Choice Tech Awards

CPA Practice

The technologies used in professional accounting firms continue to evolve and shape how practices function, from client service, to staffing issues, and overall management and growth. But even basic tax planning can make a big difference in reducing future tax liability. WINNER: TheTaxBook – Tax Materials Inc.

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Ethical Concerns in Using Tax Planning Software

CTP

What are my ethical responsibilities when I use software to produce a tax plan? In the world of taxes, there are many ethical issues that can come into play. And according to the same research firm, the use of AI in the accounting and tax industry will likely grow more than 50 percent by the year 2030.

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Why You Should Add Financial Services to Your Accounting Firm

CPA Practice

Accounting firms know that offering only tax preparation services makes maintaining consistent cash flow and workloads throughout the year challenging. Adding financial services to your accounting firm can help bridge the gap and allow you to have a consistent workload year-round.

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President Trump vs Biden Tax Plan Proposal in 2020

LyfeAccounting

?. President Trump vs Biden Tax Plan. With the US presidential election is right around the corner, and since we’re an accounting firm that loves taxes, it’s only right that we make a post discussing President Trump’s Tax Plan vs Former Vice President Joe Biden. Individual Tax Rates.

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What is tax advisory?

ThomsonReuters

research and development credits) Trade and customs tax services and guidance Transfer pricing evaluation , documentation, and modification of existing policies Tax valuation services What does a tax advisor do? To take advantage of this opportunity, more and more accounting firms are shifting to an advisory-based model.

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Eide Bailly to Join Forces with West Coast CPA Firm Bessolo Haworth

CPA Practice

Top 20 accounting firm Eide Bailly said on Tuesday that it will be merging in Bessolo Haworth, a full-service accounting and financial services firm with offices in the Los Angeles, San Francisco, and Seattle areas, on Oct.

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Professionals on the Move – August 2023

CPA Practice

Morris has over 10 years of public accounting experience in various areas of tax compliance and consulting. Brett’s primary focus is on tax planning, research and compliance issues for corporate and pass-through entities as well as individuals. Brett is a graduate of Youngstown State University. She is a licensed CPA.