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CPA financial statements tax planning 
CTP
OCTOBER 28, 2024
Many large CPA firms offer financial advisory services including family office services for high-net-worth families. Adding a knowledgeable tax planner to their team can greatly increase the value the firm provides its clients. This may operate similarly to an enterprise.
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Withum
APRIL 29, 2025
Steven Edelheit, Managing Partner of CTM Withum’s Managing Partner and CEO, Pat Walsh, CPA, is equally thrilled about this union, as it expands Withums footprint in the Midwest and industry specialties. Uniting our firms allows us to expand our portfolio of franchise clients.
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Doing More With Less: The Modern Finance Miracle
The Hidden Science Behind Why Finance Teams Resist Change—And How to Fix It
Protect What Matters: Rethinking Finance Ops In A Digital World
Why Tech-Forward Tax and Accounting Firms Have the Inside Track to the Future
Your Accounting Expertise Will Only Get You So Far: What Really Matters
CPA Practice
JUNE 24, 2024
I asked ChatGPT what forms it recommended for a CPA firm. Here is the answer I got (since ChatGPT is nondeterministic, you won’t get the exact same answer I got.): For a CPA (Certified Public Accountant) firm, creating and utilizing various forms and templates can significantly streamline practice management tasks.
124 Doing More With Less: The Modern Finance Miracle
The Hidden Science Behind Why Finance Teams Resist Change—And How to Fix It
Protect What Matters: Rethinking Finance Ops In A Digital World
Why Tech-Forward Tax and Accounting Firms Have the Inside Track to the Future
Your Accounting Expertise Will Only Get You So Far: What Really Matters
Going Concern
MAY 29, 2025
TAX & ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #24291524 Education: BA Accounting and Finance Experience (years): 16+ years of accounting, audit and tax experience Work experience (detail): All in public accounting Preparation and review of tax returns Tax planning, research, projections and estimates Full cycle accounting through (..)
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Going Concern
OCTOBER 31, 2024
Sign up now to view the complete candidate list and connect with potential hires.
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Going Concern
MAY 22, 2025
TAX & ACCOUNTING CANDIDATE FTE Tax and Accounting Senior | Candidate ID #24262733 Certifications: CPA Education: BBA Accounting and Finance Experience (years): 14+ years of tax and accounting experience Work experience (detail): 7+ in public accounting Tax preparation and review for SMBs and HNWIs Tax planning and projections, client financial (..)
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Going Concern
NOVEMBER 27, 2024
With our Always-On Recruiting service, you can access a pool of top remote accounting candidates without any upfront costs. Sign up now to view the complete candidate list and connect with potential hires.
52 
Going Concern
JANUARY 17, 2025
TAX CANDIDATES FTE Tax | Candidate ID #23772188 Certifications: CPA in process, EA Education: BBA Accounting and Finance Experience (years): 8+ years experience in tax accounting.
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Going Concern
JANUARY 30, 2025
Sign up now to view the complete candidate list and connect with potential hires.
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Going Concern
OCTOBER 24, 2024
TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #22557459 Certifications: EA, Intuit Tax Academy Education: MBA Accounting, JD Experience (years): 6 years of overall experience Work experience (detail): Tax senior with a national tax service International tax experience National client tax practice Adept at tax research Client niches: (..)
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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 (..)
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Going Concern
OCTOBER 17, 2024
ACCOUNTING CANDIDATES FTE Accounting / Bookkeeping | Candidate ID #18014117 Certifications: QBO ProAdvisor, Xero Certified Education: BA, MBA Accounting Experience (years): 9+ years accounting experience Work experience (detail): Currently a Senior Bookkeeper/Team Lead with a public firm 5+ years managing outsourced accounting for multiple clients (..)
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Going Concern
MAY 1, 2025
TAX & ACCOUNTING CANDIDATES FTE Tax and Accounting / Senior | Candidate ID #24150397 Certifications: EA Education: BA Accounting Experience (years): 4+ years tax, accounting and advisory Work experience (detail): Currently a senior accountant with a public firm Prepared 300+ individual and SMB returns in 2025 Full cycle accounting and financial (..)
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Going Concern
AUGUST 29, 2024
With our Always-On Recruiting service, access a pool of top remote accounting candidates without any upfront costs. Sign up now to see the complete candidate list and connect with potential hires.
105 
Going Concern
JANUARY 9, 2025
TAX CANDIDATES FTE Tax Senior | Candidate ID #23616387 Certifications: EA Education: BS Accounting, MS Taxation Experience (years): 10+ tax and accounting Work experience (detail): 6+ in public accounting 3 in healthcare industry Full cycle accounting and financial reporting Prepared tax filings for individuals, SMBs, partnerships, nonprofits 30% review (..)
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Going Concern
JANUARY 2, 2025
TAX CANDIDATES FTE Tax Senior / Manager | Candidate ID #23674176 Certifications: EA Education: BS Accounting, MS Accounting and Finance Experience (years): 20+ years accounting and tax Work experience (detail): 10+ years in public accounting Remote team management experience Tax planning and compliance, advisory 70% review during 2024 tax season Preparation (..)
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Going Concern
OCTOBER 3, 2024
Sign up now to view the complete candidate list and connect with potential hires.
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Anders CPA
NOVEMBER 21, 2023
Year-end is approaching fast, which means this is the perfect time for businesses to make some final adjustments to their tax planning strategies. Consulting with a trusted tax professional to determine your eligibility for certain deductible activities is the best way to maximize your tax savings.
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Going Concern
DECEMBER 20, 2024
TAX CANDIDATES FTE Tax Senior | Candidate ID #23636747 Certifications: EA Education: BS Experience (years): 5 years tax experience Work experience (detail): All in public accounting 5 tax seasons preparing returns for HNWIs and SMBs 300+ returns per season, 50-50 individuals, businesses Client-facing with S-Corps, partnerships, trusts Business development (..)
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Going Concern
JULY 25, 2024
TAX AND ACCOUNTING CANDIDATES FTE Senior Tax and Accounting | Candidate ID #22044344 Certifications: CPA in process Education: BS Accounting Experience (years): 10+ years accounting experience Work experience (detail): 10+ years in public accounting Averages 200 returns prepared per tax season Quarterly financials, draft SBA loan submittals Tax planning (..)
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Going Concern
JANUARY 23, 2025
TAX CANDIDATES FTE Tax Senior | Candidate ID #23616387 Certifications: EA Education: BS Accounting, MS Taxation Experience (years): 10+ tax and accounting Work experience (detail): 6+ in public accounting Full cycle accounting and financial reporting Prepared tax filings for individuals, SMBs, partnerships, nonprofits 30% review for tax team Client (..)
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Going Concern
NOVEMBER 21, 2024
TAX CANDIDATES FTE Senior Tax Accountant | Candidate ID #23560436 Certifications: EA in process Education: BBA Accounting Experience (years): 7+ years in public accounting Work experience (detail): Tax manager with a CPA firm Client account clean up Prepared 500+ returns in 2024 tax season Reviewed 200+ returns Client niches: Manufacturing, Hospitality, (..)
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MyIRSRelief
APRIL 3, 2023
Amidst all these demands, managing finances can easily become overwhelming, especially for those who lack a strong financial background. That’s where an accountant (EA or CPA) can help. To sum, an accountant (EA or CPA) can be a valuable asset to small business owners, providing essential financial expertise and support.
130 
Going Concern
MAY 15, 2025
TAX & ACCOUNTING CANDIDATES FTE Tax and Accounting Senior | Candidate ID #24255297 Certifications: EA Education: BA Accounting, MBA Experience (years): 4 years accounting experience Work experience (detail): All in public accounting Prepares complex individual tax returns Client facing advisory with multiple clients Created and led an internal (..)
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MyIRSRelief
OCTOBER 3, 2022
Whether you’re a striving business owner or an individual taxpayer, you can hire a tax preparer to process and complete all of your tax forms. Once the process is complete, you sign the forms and make a payment to the tax preparer. Los Angeles Tax Planning Services for Individuals and Businesses.
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Going Concern
JULY 13, 2022
“Businesses [are] seeking advice and assurance on a broad range of areas beyond financial statements.”. Technology is raising the role of the management accountant to be a more strategic role,” said AICPA Chair Anoop Mehta, CPA, CGMA. That’s not a conversation, it’s a terrible game of.xlsx ping pong. Enter FP&A platforms.
Going Concern
MARCH 13, 2025
TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #23949760 Certifications: EA Education: College level course work, OJT Experience (years):10+ years tax and accounting with public firms Work experience (detail): Recently served as an enrolled agent with a CPA firm 10+ years preparing individual and business tax returns Provides full-cycle (..)
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CPA Practice
APRIL 19, 2023
Everything was handled by a CPA, from collecting client documents to doing the work and delivering the tax return, financial statements or other work products. Today, successful firms realize that every step in that process doesn’t have to be handled by a CPA (or even by a human).
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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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Going Concern
APRIL 3, 2025
TAX CANDIDATES FTE Tax Senior / Manager | Candidate ID #16999280 Certifications: EA in process Education: BS Accounting Experience (years): 10+ tax seasons in public accounting Work experience (detail): Tax senior with a CPA firm Prepares and reviews 250+ returns per season Prepares the more complex returns Trains and guides new tax team members Client (..)
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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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CPA Practice
DECEMBER 14, 2023
The Financial Accounting Standards Board ( FASB ) has issued an Accounting Standards Update (ASU) that addresses requests for improved income tax disclosures from investors, lenders, creditors, and other allocators of capital (collectively, “investors”) that use the financial statements to make capital allocation decisions.
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Going Concern
FEBRUARY 13, 2025
TAX AND ACCOUNTING CANDIDATES FTE Senior Tax and Accounting | Candidate ID#23814240 Certifications: CPA Education: BA, MA Financial Accounting Experience (years): 15+ years accounting experience Work experience (detail): 3+ in public accounting Accounting, payroll and tax filing with 40+ clients Client advisory, tax planning, financial review Prepares (..)
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CPA Practice
AUGUST 28, 2024
CPA Practice Advisor has announced the 2024 Tax and Technology Innovation Award winners and finalists. After voting by the awards committee panel each year, the top five products are presented as winners of the Tax and Accounting Technology Innovation Awards. In 2004, under the editorial leadership of Gregory L.
124 
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. And by the way, an accountant is someone who is responsible for recording and interpreting financial information. CPAs are in the top-tier of accountants. What is it? And who needs one?
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ThomsonReuters
JULY 6, 2023
There are several different areas of advisory to investigate, such as tax advisory , business advisory , M&A advisory , and accounting advisory. Not so long ago, manual data entry dominated an entry-level accountant’s day—from formatting financial statements to entering trial balance data. In one word: yes!
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CPA Practice
MARCH 16, 2023
The Financial Accounting Standards Board released a proposed Accounting Standards Update (ASU) on Wednesday that addresses requests from investors for improved income tax disclosures.
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Going Concern
AUGUST 15, 2024
ACCOUNTING CANDIDATES FTE Accounting | Candidate ID #22164769 Certifications: EA in process Education: BS BA, MBA, MS Accountancy Experience (years): 5+ years accounting experience Work experience (detail): Senior Accountant/Controller at an accounting firm Writing and implementing client SOPs Client-facing financial reviews Leads 5 staff accountants (..)
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LyfeAccounting
OCTOBER 28, 2020
Their financial mismanagement may result in their failure to make decisions to grow their business, meet financial obligations like paying employees or their rent, miss tax deductions that can save them money, or fail to pay their taxes all together. Look, I get it. Quick Recap. Contact us today to get started!
Going Concern
JULY 11, 2024
With our Always-On Recruiting service, access a pool of top remote accounting candidates without any upfront costs. Sign up now to see the complete candidate list and connect with potential hires.
59 
CPA Practice
DECEMBER 13, 2023
The following five strategies can help firms leverage tax season and increase client retention throughout the year. Integrating guiding questions into your tax planning sessions can tease out information that identifies areas where you can offer your client advisory services that help them meet their goals.
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xendoo
SEPTEMBER 10, 2021
Financial statements . Corporate tax preparation . Getting behind in your books also can leave you vulnerable to fines and audits when it comes to taxes or payroll. . If you ever need a business loan, lenders will expect to see copies of recent financial statements. Financial Reporting and Insights.
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Going Concern
AUGUST 22, 2024
TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #22103110 Certifications: CPA Candidate Education: BS, Accounting Experience (years): 7+ years of overall experience Work experience (detail): 6+ years with CPA firms Mentoring and training the accounting team Tax return preparation for individuals, SMBs and Nonprofits Prepared monthly, (..)
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Going Concern
FEBRUARY 6, 2025
TAX CANDIDATES FTE Tax Accountant | Candidate ID #23752807 Certifications: CPA in process Education: BS Accounting Experience (years): 4 years tax and accounting experience Work experience: All in public accounting 250+ returns prepared for individuals and SMBs Tax projections, estimate calculations, tax research Personal property tax and fixed asset (..)
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