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AICTP’s Roadmap to Tax Planning: 10 Keys to Growing Your Accounting Advisory Services

CTP

CPAs and EAs are rethinking their strategies for practice management while moving from compliance to advisory services. As firms look to provide more value to clients, many have introduced Client Advisory Services (CAS). Dominique has developed a set of keys to unlock the doors to your ideal tax business.

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Eide Bailly Picks Up San Diego CPA Firm RBTK

CPA Practice

San Diego-based full-service CPA firm RBTK has joined top 20 accounting firm Eide Bailly, according to a Dec. The merger will expand Fargo, ND-based Eide Bailly’s footprint in California and enhance the firm’s service offerings in the construction industry. 5 news release. 8, 2024.

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11 CPAs Honored by AICPA and CIMA

CPA Practice

The American Institute of CPAs and Chartered Institute of Management Accountants honored eleven CPAs during AICPA & CIMA ENGAGE 2023 in Las Vegas this week. The awards highlight CPA efforts in a specific accounting specialty area, excellence in volunteer efforts or significant contributions to the accounting profession.

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Sidney Kess, Tax Attorney and Author, Has Died at Age 97

CPA Practice

Sidney Kess, a nationally renowned tax lawyer and accountant, author of hundreds of tax books on financial and estate planning, educator, and a friend to many in the profession, passed away on Sunday at the age of 97. He also had been a senior consultant to top 25 accounting firm Citrin Cooperman.

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Bharmal & Associates, Inc. Receives First Reviews on Clutch, Maintains Perfect 5.0-Star Average on the Platform

Bharmal&Associates

From individual tax planning services to complex corporate consulting engagements, we are ready to be your full-service CPA firm. We provided CPA services to a Medicare-certified company that consists of two entities. We primarily focused on preparing taxes and consolidating the books to report tax data properly.

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Accounting Websites: 43 Examples for Modern Firms

Ryan Lazanis

The Green Leaf CPA The Green Leaf CPA assists leading marijuana, hemp, and CBD businesses in maintaining compliant accounting, tax, and financial practices. Luminary CPA Luminary CPA is one of the accounting firms that offer personalized tax assistance and on-demand bookkeeping services.

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How Offering Financial Planning Can Enhance Your Credibility as an Accountant

CPA Practice

If you’re an accountant looking to improve your credibility and attract new clients, offering financial planning services can help. According to the American Institute of CPAs, the demand for financial planning services is at an all-time high. About 90% of people say that financial planning helped them reach their savings goals.

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