CTP

MARCH 9, 2022

By Dominique Molina, CPA MST CTS. Visit social media or google these days and you’ll most likely see advertisements for Tax Planning. But many taxpayers (and even tax pros) are confused about the differences between tax planning and tax preparation. Yet planning is such a valuable service.

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BuildYourFirm

MARCH 31, 2020

Tune in to this episode when host Hugh Duffy talks with Irene Waschler of Waschler CPA, LLC about how she got started in the film industry tax credit business. Also, what does the future look like for Waschler CPA? Guest Bio: Irene Waschler CPA, Certified Tax Coach. What are some of the challenges she faces?

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CPA Practice

SEPTEMBER 18, 2023

He was tireless—and successful—in his commitment to making the accounting profession better for all of us,” said Gail Perry, CPA, editor-in-chief of CPA Practice Advisor. Robert Keebler, a partner at Green Bay, WI-based CPA firm Keebler and Associates, called Kess “a wonderful man and one of the visionaries of the profession.” “Sid

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LyfeAccounting

MARCH 10, 2021

In this post, we want to provide you with some more clarity on CPA services. Now, CPAs can provide a number of services to small businesses. But no other professional can provide all of the services that CPAs provide. So then… what are CPA services? What are CPA Services? What is a CPA? Compilations.

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CPA Practice

APRIL 17, 2023

By Bruce Willey, JD, CPA, Kiplinger Consumer News Service (TNS) A buzzword appeared in the world of small business about a decade ago: the accountant as “most trusted advisor.” As a certified public accountant, I’m flattered that we’re consulted for a growing range of business needs, including rising taxes.

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xendoo

MARCH 18, 2021

When you have more questions than a bookkeeper can answer, you’ll probably need to look into CPA services. Read on to see if online CPA services are best for you and your business. What is a CPA? It’s important to understand the differences between a Certified Public Accountant, CPA, and a regular accountant. Bookkeeper?

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LyfeAccounting

OCTOBER 12, 2020

So now more than ever, business owners who want to control their expenses, improve their financial health and make smarter financial decisions are turning to CPAs for help. And a large portion of those businesses are opting for Virtual CPAs over local or even in-house CPAs. Why do you even need a CPA? What is a CPA?

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LyfeAccounting

FEBRUARY 14, 2021

?. What is a CPA? And more importantly, what does a CPA actually do? What is a CPA? A CPA is a Certified Public Accountant. CPAs are in the top-tier of accountants. There is no higher designation in the finance or accounting industry than the CPA license. And how many CPAs are there? What is it?

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CPA Practice

NOVEMBER 2, 2023

By Diana Crawford, CPA. One of the topics the minds of many tax and accounting professionals is the environment. Tax savings and credits provide an even better package to align your ideals and principles with like-minded companies. Diana has 30 years’ experience in bookkeeping, tax, government auditing and fraud investigations.

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CPA Practice

OCTOBER 5, 2023

It’s time to gather everything, fill out a painful spreadsheet and write a check to my CPA. A tax puzzle emerges with, sometimes, very favorable, or very unfavorable, results. The fourth quarter is for tax planning, not tax reporting. I realize that I’m in the minority in thinking that tax planning is fun.

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ThomsonReuters

JANUARY 18, 2024

Accountant vs. CPA vs. tax preparer: What are the differences? According to Pilar Garcia, CPA , Tax and Accounting Executive Editor for Thomson Reuters, “AI, especially generative AI, can propel the accounting profession forward like no other technological advancement since Excel. How can accountants be more efficient?

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Ryan Lazanis

SEPTEMBER 19, 2023

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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CPA Practice

NOVEMBER 29, 2023

The promotions are as follows: Matthew Corder, CPA, to Senior Audit Manager: Corder joined Hood & Strong in 2014 and currently oversees the audit process for closely-held businesses, nonprofit organizations and employee benefit plans. She is a member of the American Institute of CPAs and the California Society of CPAs.

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Bharmal&Associates

SEPTEMBER 4, 2020

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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Withum

MARCH 22, 2024

Extensions are permitted that will postpone the due date, but the payments cannot be extended and balances due and the first quarter estimated taxes, if required, must be paid by the original due date of April 15 th or 17 th. While taxes are the main focus, clients are provided with opportunities to express other concerns.

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Nancy McClelland, LLC

APRIL 11, 2023

It’s that time again… Tax Day is upon us and millions of taxpayers will need to have their returns extended for various reasons. The AICPA has released a “Tax Extension FAQ” for CPA members to share with their clients. An extension is a form filed with the IRS to request additional time to file your federal tax return. .

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CTP

APRIL 15, 2022

Every tax professional needs to be conscious of how to manage their practice ethically. An important resource in this matter is Circular 230 , a publication that regulates practice before the IRS for attorneys, CPAs, and enrolled agents. A key topic for ethical consideration is fee development. In the case of Ridgely v.

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CPA Practice

OCTOBER 19, 2023

The addition of Martin James demonstrates Modern Wealth’s commitment to delivering a full suite of wealth management and tax services to its clients. Originally focused on tax planning, the firm quickly grew into a hybrid tax, accounting and wealth management practice to provide its clients with integrated wealth management services.

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Going Concern

MAY 5, 2023

Entry-level CPAs in advisory practices are making $11,000 more than CPAs starting out in audit and tax, and $20,000 more than non-CPAs in advisory. The report says CPAs are generally paid more than non-CPAs, but the pay gap between the two shrinks when moving from entry-level to the manager level.

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CPA Practice

JANUARY 31, 2024

The vast majority of professionals no longer provide “one and done” tax preparation services during tax season; instead, they work with their clients year-round to ensure they are using proper tax planning strategies to reduce their liability year after year. According to the CPA Journal , the average age of a U.S.-based

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CPA Practice

FEBRUARY 23, 2024

In the 2000s and 2010s, CPAs witnessed technology advancements that largely accrued to accounting-centric workflows. AI sifts data quickly, from scanning the latest tax regulations to reviewing a client’s financial records. Expand into tax advisory services. Stop simply pursuing tax returns only. By Eyal Shinar.

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CPA Practice

APRIL 25, 2024

Hosts Randy Johnston and Brian Tankersley, CPA, look at AssurancePrep , a practice management resource system for audit firms. Tankersley, CPA.CITP, CGMA 00:00 Welcome to the accounting Technology Lab sponsored by CPA practice advisor, with your hosts, Randy Johnston, and Brian Tankersley. Today we’d like to talk about assurance prep.

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KROST

AUGUST 17, 2021

Los Angeles-based CPA Firm, KROST CPAs and Consultants, welcomes Evelyn Fernandez, CPA, MST , as a new Principal. Evelyn has over 15 years of experience in the public accounting profession, providing strategic advice and tax planning to her clients.

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CPA Practice

FEBRUARY 28, 2023

The American Institute of CPAs (AICPA) and CPA.com announced its 2023 Startup Accelerator cohort at a kick-off meeting held at AICPA headquarters in New York. This year’s participants include five early-stage companies pursuing a variety of solutions in audit, accounting, tax and e-commerce.

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Snyder

JULY 13, 2022

While the concept of CAS isn’t new, it’s still not known to many business owners and lots of certified public accountants (CPAs) struggle to persuade their clients to switch to this format of accounting. CPAs traditionally try to widen or narrow the scope of the services they provide to make sure the needs of their clients are met.

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CPA Practice

MARCH 21, 2024

The Tax Court’s ultimate decision could be appealed to the U.S. On February 16, the Tax Court ordered the parties to file another status report by May 17, 2024. Bradlow is a Partner and Chair of the Tax Practice Group at DarrowEverett LLP , a full-service business law firm. Court of Appeals for the Second Circuit.

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MyIRSRelief

DECEMBER 15, 2022

This might include accounting software, a financial calculator, and reference materials such as tax guides or accounting textbooks. Seek help: If the task is too overwhelming to tackle on your own, consider seeking the help of a professional, such as a local SoCal EA enrolled agent or CPA.

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Nancy McClelland, LLC

APRIL 9, 2024

For one, the immense number of changes to our tax code since the Tax Cuts & Jobs Act (TCJA) took effect in 2018 has made tax planning substantially more complex than it used to be. Or, at the very least, having to pay us at tax-time to fill out the complicated annualization schedule on the tax return.

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KROST

NOVEMBER 30, 2021

Our real estate industry group has a deep understanding of the tax laws that govern the industry. Principals So Sum Lee, CPA , Lou Guerrero, CPA, MBT , and Scott Gilmore, CPA, MST , lead the real estate industry group at KROST. Download Tax-Saving and Advisory Services for the Real Estate Industry. Luis (Lou) A.

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Snyder

NOVEMBER 14, 2022

Will tax filing season be easier in 2023? 5 tax busy season survival tips for CPAs. What is tax season like for accountants? Tax season can be one of the most stressful times for accountants. 5 tax busy season survival tips for CPAs. What months are busy season for accountant? Busy season tip #1.

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RitaKeller

FEBRUARY 7, 2022

CPAs use the long-time delay tactic – “Wait until after tax season.” It’s December, we have tax planning to do. It applies to CPA firm leaders: IN OR OUT. “Procrastination gives you something to look forward to.” ” – Joan Konner.

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ThomsonReuters

JULY 6, 2023

From tax planning and strategy to counsel on tax-related legislation, accounting advisory includes a variety of engagements in which clients rely on an accounting professional’s unique knowledge and experience. Hear how Rick Sager CPA, Owner of Sager & Associates, CPAs, used Practice Forward to get paid for his expertise.

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RitaKeller

OCTOBER 13, 2020

” CPAs have a reputation for procrastination. Here’s my story of the classic procrastination scenario inside a busy CPA firm. It goes something like this: It’s tax season, we can’t possibly take the time to update our performance feedback process. It’s December, we have tax planning appointments.

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Withum

FEBRUARY 26, 2024

The CPAs at Withum always look forward to this event in Las Vegas in October after deadlines have settled. Fraud Prevention, Detection, and Investigations in Dealerships Presentation Recap The call all CPAs dread from clients is this call. Require your team to take vacation time.

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Going Concern

MAY 26, 2023

PwC to remove staff involved in Australia tax leak scandal from govt work [ Reuters ] PricewaterhouseCoopers (PwC) has agreed to remove staff with links to the leak and use of confidential Australian tax plans from government work, a senior government official told an inquiry on Thursday. appeared first on Going Concern.

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xendoo

FEBRUARY 23, 2022

How do you know when to bring in a tax professional? Complicated tax situations like inheritance, small business taxes , or other big life changes usually warrant bringing in a certified public accountant or CPA. . How Much Time Does it Take an Accountant to Prepare Taxes?

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xendoo

SEPTEMBER 10, 2021

Our bookkeepers and CPAs are available by phone, text, and email, so you’re never out of touch with our skilled team. You can feel confident when you’re working alongside a CPA who is familiar with businesses ranging from partnerships to LLCs to S Corps and beyond. . But at Xendoo, we value communication with our clients.

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