CapataCPA

DECEMBER 12, 2024

When considering an investment in a DST, the involvement of an experienced CPA firm is essential. Compliance is critical; adhering to the IRS guidelines for 1031 exchanges and tax-deferral strategies requires meticulous planning and oversight. Why Partner with Capata?

Delaware

Going Concern

APRIL 24, 2025

TAX & ACCOUNTING CANDIDATES FTE Tax and Accounting Senior | Candidate ID #24143645 Certifications: EA Education: BA Accounting Experience (years): 9+ years accounting and tax experience Work experience (detail): All in public accounting Currently a tax senior 200+ SMB and HNWI returns per season Review of 40%, prepares more complex returns Tax (..)

Real Estate

Going Concern

OCTOBER 31, 2024

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #22591376 Certifications: CPA Education: BBA Accounting Experience (years): 5+ years accounting experience Work experience (detail): All in public accounting Tax planning and client advisory Experience reviewing tax returns Client relationship management experience Client niches: SMBs, (..)

Real Estate

Withum

MAY 7, 2025

Withum grew from 200 people when we joined to today’s over 2,600 team members servicing over 40,000 clients worldwide, and Withum ranks in the top 25 of accounting firms nationwide with revenues over $600 million.+ CPA firms have changed significantly since I started practicing, with the greatest changes in the last 25 years.

cpas

Going Concern

JULY 18, 2025

These are hand-picked tax, audit, and accounting professionals with all kinds of experience sure to meet your needs. The firm continues to operate out of its offices near downtown Grand Haven under the Doeren Mayhew brand name.

audit

Accounting Today

JULY 1, 2025

This collaboration is another demonstration of our commitment to excellence and the continued expansion of our value-added service portfolio." Kepniss and Di Palma founded their firm in 1994, and it specializes exclusively in tax services. LMC Advisors ranked No. By Paige Hagy 8h ago Like what you see?

North Carolina

Going Concern

JULY 24, 2025

TAX CANDIDATES FTE Tax Senior | Candidate ID #10137751 Certifications: CPA Education: BSBA Accounting Experience (years): 9+ years accounting and tax experience Work experience (detail): 5+ in public accounting Prepared 200+ tax returns Estimated payments, tax planning Monthly, quarterly, annual financial statements Client niches: SMBs, Services, (..)

Real Estate

Going Concern

JANUARY 10, 2025

Kies currently is Managing Director of the Federal Policy Group, LLC, which is a private-sector firm that provides advocacy services, strategic consulting and technical advice on tax policy matters before the Congress and the Treasury Department.

New York

Going Concern

JULY 25, 2025

Texas CPA Firm Owner Shares Data Breach Experience at AICPA Conference [ Self Employed ] A Texas CPA firm owner recently shared her challenging experience with a data security breach during a session at the AICPA & CIMA ENGAGE 25 conference.

Gambling

CPA Practice

OCTOBER 2, 2023

Key highlights of the rebranded Venning include: Expanded Service Offerings: In addition to traditional accounting and tax services, Venning now offers an expanded range of services , including comprehensive payroll, seamless 401(k) for businesses and their employees, transaction advisory services, and general CFO services.

Massachusetts

CPA Practice

DECEMBER 12, 2023

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.

cpa firm

Withum

MARCH 30, 2024

Adam Watson , Managing Partner at BBD Withum’s Not-for-Profit and Education Services Team services tax-exempt clients by offering innovative advisory solutions alongside the necessary not-for-profit accounting and tax services. The post BBD Joins Its Practice With Withum appeared first on Withum.

cpa firm

Analytix Finance & Accounting

DECEMBER 30, 2024

As a CPA firm, you already know that tax season brings the need for organization, meticulous attention to detail, and efficient processes to ensure success. While tax preparation software is available, again, it needs to be used by trained staff. All of these serve to highlight the importance of preparation for tax firms.

cpa firm

CPA Practice

MAY 9, 2024

Here’s how to craft a video script for one of your service lines. Prompt : Write a 15-second video script [between two people looking for business tax services in their area]; use this reference [insert service webpage link]. Competitive Analysis Maybe you want to break into a new market, geography, or industry.

cpa firm

CPA Practice

JUNE 6, 2023

Top 20 accounting firm Armanino has acquired Los-Angeles-based business management CPA firm Bemel, Ross & Avedon, which provides services to some of the country’s leading entertainers and executives in the film and music industry. 1 business management and tax service firm in the country.”

cpa firm

Analytix Finance & Accounting

DECEMBER 27, 2024

The endless paperwork, the complex regulations, and the looming tight deadlinesits a challenging time for every accounting firm. By outsourcing your tax preparation. Outsourcing can help your CPA firm not just meet deadlines; it can completely transform how you approach tax season. Turns out, there is!

tax preparation

CPA Practice

NOVEMBER 28, 2023

It’s not quite a “ mega merger ,” but a top 100 CPA firm and a top 200 CPA firm will be merging on Jan. Dean Dorton, based in Lexington, KY, and VonLehman CPA & Advisory Firm, based in Fort Wright, KY, announced their marriage on Tuesday.

North Carolina

Bharmal&Associates

SEPTEMBER 4, 2020

With years of experience as a professional service organization, we offer a wide range of services for businesses and individuals. From individual tax planning services to complex corporate consulting engagements, we are ready to be your full-service CPA firm. Star Average on the platform.

Healthcare

CPA Practice

MARCH 15, 2023

“Firms had two products, financial statements and tax, and then some went down the path of advisory and wealth management. Another interest for firm leaders, Koltin said, is that the current partnership model is built upon a risky premise of, “Come join us. “But Do they flip to venture capital, or to another CPA firm?

accounting firms

ThomsonReuters

JUNE 15, 2021

Starting your own CPA firm may seem like a distant fantasy, but with barriers to entry lower than they’ve ever been, it could be closer than you think. Most small CPA firm owners have years of experience working for larger firms and find themselves wanting to utilize that experience to serve clients in their own way.

cpa firm

CPA Practice

JULY 1, 2025

Lake is a Director of Tax Services at Berkowitz Pollack Brant Advisors + CPAs, where she leads the firm’s State and Local Tax (SALT) practice. Prior to joining the firm in 2009, she held positions with Deloitte, KPMG, Arthur Anderson, the Eckerd Corporation and the Florida Department of Revenue.

Technology

Going Concern

FEBRUARY 16, 2024

public accounting firms, however, turnover has continued to increase. The author’s research found that conflict surrounding work-life balance practices, and perceptions of unfair treatment with regard to their application within a CPA firm, were directly correlated to employee turnover intentions.

Real Estate

ThomsonReuters

JANUARY 21, 2022

For example, think of an alliance between a small bookkeeping business and a local CPA firm. As they’re unable to provide this type of advice, they refer their clients to the CPA firm. The CPA firm, on the other hand, contracts out projects to the allied bookkeepers when their own workload is near capacity.

accounting firms

Canopy Accounting

JULY 3, 2024

Profile Alpine Mar CPA and Advisors , founded by Pablo Martell , is a full-service CPA firm based in South Florida. The firm provides comprehensive tax services, accounting and bookkeeping, fractional CFO services, and transaction advisory services.

CPA

CPA Practice

SEPTEMBER 20, 2024

CPA firms constantly seek ways to boost efficiency, enhance client satisfaction, and drive growth. While technology and strategies play crucial roles, one often overlooked element can be the key to unlocking your firm’s full potential: document management.

Rhode Island

KROST

NOVEMBER 24, 2021

KROST recognized our new CPA licensees at the CalCPA LA Chapter ABC Networking event on November 18th at the Luxe Hotel on Sunset in Hollywood. Congratulations to: Shelby Anna Brennan, CPA. Hoang Lan N Ho, CPA. Kimberly May Hoang, CPA. Cara Wang, CPA. Learn more about our Tax Services »­.

CPA

CPA Practice

OCTOBER 4, 2023

The Bonadio Group, a top 50 accounting firm based in Pittsford, NY, is merging in a top 400 CPA firm—Dallas-based Howard LLP. We look forward to building on the successes of our firms’ combined 90-plus years of experience and are excited about the benefits our clients and employees will gain from this.”

Texas

CPA Practice

SEPTEMBER 12, 2024

In this role, Pawlow will be instrumental in aligning day-to-day activities advancing the Firm’s Vision 2028 initiative, as well as promoting that vision to other CPA firms seeking growth alternatives to private equity. Before joining Brady Martz, he served as President of Engineered Tax Services, Inc.

Kansas

Going Concern

NOVEMBER 2, 2022

Nearly 4 in 10 accounting graduates hired last year by CPA firms had master’s degrees, compared with 26 percent in 2008. Firms of all sizes are looking to expand practice areas and pursue new market segments. Demand is especially strong for audit and tax professionals.

accounted

CPA Practice

OCTOBER 2, 2024

Alpharetta, GA-based CPA and business advisory firm S.J. Gorowitz Accounting & Tax Services has acquired fellow Georgia CPA firm Reed, Quinn & McClure. Financial terms of the deal weren’t disclosed. According to S.J.

Georgia

CPA Practice

NOVEMBER 20, 2024

Top 300 accounting firm Opsahl Dawson has joined forces with Hauser Jones & Sas (HJS), a Bellevue, WA-based full-service CPA firm. The combination of the two firms expands Opsahl Dawson’s presence into Bellevue, joining its existing Washington offices in Vancouver, Lacey, and Longview/Kelso.

Washington

CPA Practice

MAY 24, 2024

The CPA firm leaders I speak to daily face similar challenges: struggling to attract talent, trying to serve too many clients for too low fees and being unable to keep talented supervisors and managers on the partner track. All these challenges relate to a firm’s business model. By Jon Hubbard.

Non-Profits

CPA Practice

APRIL 26, 2023

Evolving billing and service offerings to meet today’s client needs: Today’s CPA firms have added new and different service capabilities and revenue streams such as advisory services and compliance work to complement traditional audit and tax services.

Pennsylvania

CPA Practice

NOVEMBER 3, 2023

New York-based CPA firm Grassi announced on Thursday it has established an employee stock ownership plan (ESOP) for its more than 450 employees. In addition, the top 60 accounting firm said it is shifting to an alternative practice structure “ensuring the firm’s independence and strength.”

New Jersey

CPA Practice

FEBRUARY 23, 2023

an accounting association of independent, certified public accounting firms that provides shared best practices, networking opportunities and access to expert resources for member firms. Founded in 1967, Haefele Flanagan is a full-service advisory, accounting, auditing and tax service firm.

accounting firms

CPA Practice

JUNE 1, 2023

Porte Brown LLC, www.PorteBrown.com , a growing Chicagoland accounting and consulting firm, is pleased to announce its merger with RVG Partners, LLC effective June 1, 2023. The professionals from RVG, now operating under the Porte Brown name, will continue to service clients from their Oak Brook location. “We

accounting firms

RitaKeller

APRIL 29, 2021

The sad part is I continue to observe that these basics of CPA firm management need to be implemented. Spend money on continually educating your people – client service, internal management, and administrative team member. Become a MARKETING organization that provides accounting and tax services. It’s called CPE.

cpa firm