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CPE Webinar October 30, 2023: Consumer Privacy – The Tax Professional’s Responsibility

CPA Practice

Gail is the author of over 30 books (including Mint.com For Dummies , The Idiot’s Guide to Introductory Accounting , and Surviving Financial Downsizing: A Practical Guide to Living Well on Less Income ), and she maintains a small tax practice. Gail is a member of the AICPA’s PFS Credential Committee.

Tax 52
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CPE Webinar May 23, 2023: Tax Workflow Automation: Make Your Tech Investment Count

CPA Practice

Join SafeSend as we examine a variety of options for automating client touchpoints across the tax engagement – gather source documents, collect digital organizers, assemble, and deliver completed tax returns, collect e-signatures, send reminders, and accept tax prep fees just to name a few.

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CPE Webinar July 18, 2023: Get Tax Ready! Solving Source Doc Gathering Issues

CPA Practice

Gail is the author of over 30 books (including Mint.com For Dummies , The Idiot’s Guide to Introductory Accounting , and Surviving Financial Downsizing: A Practical Guide to Living Well on Less Income ), and she maintains a small tax practice. Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism.

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CPE Webinar September 28, 2023: Source Doc Gathering, Delivery & E-Sign Issues

CPA Practice

Join SafeSend as we examine a variety of options for automating client touchpoints across the tax engagement – gather source documents, collect digital organizers, assemble, and deliver completed tax returns, collect e-signatures, send reminders, and accept tax prep fees just to name a few.

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CPE Webinar September 12, 2023: Cybersecurity for the Tax Practitioner

CPA Practice

Gail is the author of over 30 books (including Mint.com For Dummies , The Idiot’s Guide to Introductory Accounting , and Surviving Financial Downsizing: A Practical Guide to Living Well on Less Income ), and she maintains a small tax practice. Gail is a member of the AICPA’s PFS Credential Committee.

Tax 52
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Webinar: Effortless Tax Prep and Workflow: Say Goodbye to Client Frustrations

CPA Practice

Clients and staff can gather source documents, collect digital organizers, assemble, and deliver completed tax returns, collect e-signatures, send reminders, accept tax prep fees, and more all within the SafeSend Suite. Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism.

Tax 52
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College Accounting Programs Are Taxpayer-Funded Training Programs for the Big 4 and Other Such Muckraking

Going Concern

Small business has unique needs for accounting services: primarily tax and advising, and secondarily day-to-day accounting needs to act as de-facto controllers and decision makers. The traditional Big 4 accounting firms in the United States are Ernst and Young; KPMG; Price Waterhouse Coopers(PwC) and Deloitte Touche.