Accounting Today

JULY 9, 2025

Madison Street Advisors offers tax planning and preparation, focusing on audit mitigation strategies and reduction of audit profiles. It also offers bookkeeping services, audit defense and resolution, and other business services. "We in Thousand Oaks, JHS in Danville and Anaheim, and Hamilton & Co. in Modesto.

accountant

Accounting Today

JULY 28, 2025

is no exception to this, according to senior partner Ed Davis, who named both people and resources as challenges for the San Jose, California-based firm. "We senior partner Edward Davis (left) and Smith + Howard CEO Sean Taylor Jesse Sutton PP&Co. And so that was one of the big challenges.

Technology

MyIRSRelief

FEBRUARY 21, 2025

Running a business in Los Angeles comes with its fair share of challenges, and one of the most daunting can be navigating the complexities of Californias Employment Development Department (EDD) payroll tax requirements. For business taxpayers facing EDD employment payroll tax controversies, the stakes are high.

payroll tax

MyIRSRelief

OCTOBER 11, 2024

Department of the Treasury to represent taxpayers before the Internal Revenue Service (IRS) for tax issues including audits, collections, and appeals. IRS and State Tax Audit Representation One of the most valuable services provided by Enrolled Agents is representation during IRS and state tax audits.

tax services

Accounting Today

JULY 16, 2025

EDT 2 Min Read Facebook Twitter LinkedIn Email Armanino, a Top 25 Firm based in San Ramon, California, has added Strategic Accounting Outsourced Solutions , extending Armaninos outsourcing capabilities, particularly in the nonprofit and family office sectors. Louis, and Blue Sky Group, a music business management team in Nashville.

Technology

Accounting Today

JUNE 6, 2025

CALIFORNIA Janet Shepard Janet Shepard was hired as a business management partner and co-leader of the client accounting services practice at HCVT, Irvine. Forvis Mazars opened a new office in Minneapolis, to be spearheaded by audit director Tyler Aldridge. MISSOURI Tony Spratte was named the next managing partner of the St.

New Jersey

TaxConnex

JUNE 19, 2025

Sales tax audits, and the inability to prepare for them, also remain a top worry among execs in our recent survey; many states are also beginning to do virtual audits.) A recent U.S. Tax breaks. These states are among those now just requiring a set dollar volume of annual sales into a state to create economic nexus.

Sales

CPA Practice

NOVEMBER 22, 2024

RJI CPAs Welcomes Max Lewandowski as Audit Partner RJI CPAs recently announced that Max Lewandowski has joined the firm as an Audit Partner, effective October 9, 2024. With over 13 years of experience in the accounting industry, Lewandowski most recently held the role of Audit Director at BDO USA, LLP.

Real Estate

Accounting Today

AUGUST 1, 2025

Freed Maxick will offer Withum an expanded health care audit and consulting practice, along with added expertise in financial services, manufacturing, professional services, higher education, not-for-profit, real estate and technology. manufacturing."

Technology

Accounting Today

JULY 24, 2025

Bakersfield, California: Tax preparer Victor Cruz, 40, has pleaded guilty to helping Miguel Martinez, a Mexican national who was in the U.S. In total, Leard caused a tax loss to the United States of more than $1.5 Sentencing is Oct. illegally, submit fraudulent individual federal income tax returns that claimed $25 million in refunds.

Tax

Accounting Today

JUNE 19, 2025

San Jose, California: Chiropractor Tae Hyun Lee, 62, has pleaded guilty to aiding and assisting in the preparation and presentation of a false return for 2019. Mellinger and the relative subsequently stole more than $2.1 million from some of the clients, a portion of which Mellinger used to buy an area home.

Tax

Withum

MARCH 18, 2025

Withum is proud to announce that Anni Chen , Audit Manager and CPA, has been nominated for CalCPAs Experienced Leader Award. A Licensed Certified Public Accountant in the State of California, Anni received her bachelors degree in management and accounting from Renmin University of China (RUC).

CPA

Accounting Today

JUNE 13, 2025

CALIFORNIA Withum has relocated its San Ramon office to a new space in Bishop Ranch business park, located at 6101 Bollinger Canyon Road, Suite 400.

Technology

Going Concern

NOVEMBER 15, 2024

The PwC tax leaks saga that blew up in January 2023 has seen a revisitation of old debates about the accounting profession, management of conflicts of interest, government consultation with experts, breaking up or refashioning business structures, and defining what firms can do for audit clients. There are no easy solutions.

Delaware

Accounting Today

JUNE 27, 2025

CALIFORNIA Evan Staggs Evan Staggs was hired as a partner in the tax practice at Weaver, Woodland Hills. names co-MP By Danielle Lee June 27, 2025 11:37 AM Facebook Twitter LinkedIn Email ICPAS bestows 2025 Lifetime Achievement Award; UHY appoints first chief growth officer; and more news from across the profession.

Technology

CPA Practice

JUNE 12, 2025

Among the winning companies are: Mi Terro (Los Angeles, California): Leverages big data to create compostable, fossil-fuel alternative biomaterials made from plant-based agricultural waste. The event brought together founders from the program’s Core Cohort, startups based across the U.S.,

Technology

Accounting Today

JUNE 26, 2025

Individuals disciplined include: California: Enrolled Agent William E. San Jose, California: Execs Lalo Valdez and Matthew Olson have pleaded guilty to not paying over employment taxes to the IRS. Olson was also one of the owners and operators of a day spa in Saratoga, California. 1, 2024; and CPA Walter W. million.

Tax

Accounting Today

JUNE 9, 2025

So youre in New York, you get a job in California, you relocate. We know New York, but, Neil Fishman (17:57): But the big thing was Dan Hood (17:58): New Jersey, Illinois, California all have Neil Fishman (18:01): Similar places. 10:52): The moving expenses again remains only if youre an active duty military.

Washington

Withum

JUNE 23, 2025

It focuses on each honoree’s title and their involvement in the business community and the greater California professional landscape. The annual LA500 list highlights the most influential and impactful business leaders shaping the Los Angeles business region. He is also active in ProVisors and the Association of Corporate Growth.

cpas

Accounting Today

JULY 10, 2025

Hollywood, California: Kevin J. By Michael Cohn 6h ago Audit IESBA, IAASB form expert groups on sustainability standards The International Ethics Standards Board for Accountants and the International Auditing and Assurance Standards Board set up technical groups for their standards. Between 2017 and 2022, Buresh withdrew $2.9

Tax

Going Concern

JUNE 16, 2025

” People are poo-pooing David in the replies, reminding him that audit firms can’t be majority owned by outside investors. and others adequately alleged their claims under the Securities Act and the Securities Exchange Act, Judge Noël Wise said June 13 for the US District Court for the Northern District of California.

accountant

Accounting Today

JULY 8, 2025

Read more: " Tax Strategy: Inside the Senate version of the OBBBA. ") "The new law has both temporary changes and permanent changes," said Miklos Ringbauer, founder of Miklos CPA in Southern California. For example, the SALT allowance has been capped at $40,000 for 2025. At that point it will drop back to $10,000."

Technology

CPA Practice

JULY 25, 2025

Many states, but not all, including notably California and New Jersey, do not follow the federal treatment of QSBS. [2] 2] Section 1202(c)(1). [3] 3] Section 1202(c)(1)(A) provides that QSBS is stock in a C corporation if “as of the date of issuance, such corporation is a qualified small business.”

income tax

Accounting Seed

MAY 1, 2025

Get a glimpse into how a California nonprofit uses Accounting Seed Downtown Streets Team is a powerful example of how the right tools can amplify a mission. Real-time financial reporting : Share real-time dashboards and audit-ready reports with your board and stakeholders.

bookkeeping software

Going Concern

APRIL 11, 2025

The rule change that could blow open US law [ Financial Times ] Large accounting firms have long coveted the legal fees that lawyers in California and elsewhere receive for serving their best clients, the general counsels of 10 large law firms noted in a tetchy public letter arguing against liberalisation in Arizonas neighbour in 2019.

audit

MyIRSRelief

APRIL 3, 2025

Tax season in Pasadena and Glendale, California, can feel like a high-stakes drama, complete with plot twists, looming deadlines, and the occasional villain in the form of the IRS. He rolled up his sleeves, audited her books, and discovered the firm had misclassified her employees as contractors. I felt like I was drowning, he says.

California

Going Concern

NOVEMBER 25, 2024

KPMG has audited Macy’s since 1988. In case you hadn’t heard, PE-backed Aprio is making moves in California. Southern California is an economic powerhouse with diverse industries, a robust entrepreneurial spirit and a dynamic business community,” Aprio Chief Executive Richard Kopelman said.

accountant

Going Concern

JULY 18, 2025

Audit Automated auditors: could AI undermine financial reporting? Paradoxically, AI can turn the audit into a black box,” he adds. Then, just 38 per cent of BDO’s audits were ranked as satisfactory. Here in Massachusetts, the collapse last year of Steward Health Care has been widely blamed on its ties to PE.

audit

Accounting Today

JULY 8, 2025

Justice Ketanji Brown Jackson dissented, writing that a California federal judges "temporary, practical, harm-reducing preservation of the status quo was no match for this courts demonstrated enthusiasm for greenlighting this presidents legally dubious actions in an emergency posture."

Technology

Withum

MAY 7, 2025

I, along with Pat, Bill, and Brad, am featured on the New Jersey list; Jim is on the New York list; and Chris is on the California list. Final Thoughts As we are adding strength and capabilities in everything that is new, we are growing our strength in our traditional auditing and tax services.

cpas

CPA Practice

AUGUST 1, 2025

Long is committed to modernizing the IRS and providing a taxpayer experience that meets today’s expectations, which includes giving taxpayers transparency into the status of their tax returns and audits,” the statement said. What is Direct File?

Technology

Accounting Today

JULY 18, 2025

CALIFORNIA Daniel Zaninovich was hired as a commercial real estate partner at CohnReznick, Los Angeles. relocate offices; and more news from across the profession. ALABAMA Machen McChesney, Auburn, promoted: Emma Farris to manager, Mary Elizabeth Bond to supervisor, and Ally Bean, Cole Dewberry and Keeley Leisure to senior accountants.

Indiana

CPA Practice

JULY 7, 2025

A tobacco license is typically pricey and an alcohol license can cost even more: The application fee for a general priority license that permits the sale of beer, wine, and distilled spirits in California costs more than $17,000. Such licenses often need to be renewed on an annual basis, for a fee.

Technology

Accounting Today

JUNE 27, 2025

GOP lawmakers from New York, New Jersey and California have pressed to preserve a deal included in the House bill that increased the deduction cap to $40,000, up from the $10,000 in current law, for 10 years. The original Senate draft kept the write-off at $10,000.

Tax

Accounting Today

JULY 3, 2025

CALIFORNIA Nick Satterfield was promoted to partner at Wheeler Accountants, San Jose, where he started as an intern in 2014. opens new office in Chattanooga; and more news from across the profession. opens new office in Chattanooga; and more news from across the profession.

Technology

CPA Practice

JULY 9, 2025

Among the winning companies are: Mi Terro (Los Angeles, California): Leverages big data to create compostable, fossil-fuel alternative biomaterials made from plant-based agricultural waste. The event brought together founders from the program’s Core Cohort, startups based across the U.S.,

Technology

Accounting Today

JUNE 24, 2025

Among the remaining areas of contention is increasing the state and local tax deduction, a critical issue for House lawmakers from New York, New Jersey and California. Studer CPA and Michael Studer for repeat violations related to a 2019 audit. Other unresolved issues include fights over Medicaid and the size of spending cuts.

Tax