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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CPA Practice

JANUARY 11, 2024

Top 400 accounting firm Baratz & Associates, based in Marlton, NJ, went shopping in nearby Cherry Hill and bought CPA firm Renzi Bernardi Suarez & Co. Raymond Giunta “We are pleased to continue our growth plan and add Phil, Ed, and their team to our New Jersey base,” Managing Partner Raymond Giunta said in a statement.

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CPA Practice

DECEMBER 21, 2023

To help companies and individual taxpayers understand their planning options, Grant Thornton LLP, one of America’s largest professional services firms, has released 2024 tax-planning guides for businesses and individuals. Tax-planning considerations for individuals 1. Document and substantiate. Consider timing.

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CTP

MARCH 9, 2022

By Dominique Molina, CPA MST CTS. Tax planning is making shifts in a taxpayer’s financial and business situation, to minimize their tax burden both in the short term and over time. We’ll discuss five of the main strategies for legally lowering your clients’ tax burden. They want us to use loopholes.

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CTP

AUGUST 11, 2022

By Dominique Molina, CPA MST CTS. Question : How much time should I devote to studying tax planning? If you’ve read my articles about tax planning before, no doubt you’ve read my description of tax planning software as an instrumental tool. The same is true for tax planning software.

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MyIRSRelief

FEBRUARY 8, 2023

Tax Preparation, Tax Planning, and Tax Representation: Understanding the Importance of Professional Assistance Tax preparation, tax planning, and tax representation are all crucial components of managing your finances and ensuring that you meet your tax obligations.

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MyIRSRelief

OCTOBER 3, 2022

There is a substantial amount of time you have to file your taxes, but the process can seem hefty. With the help of Los Angeles tax services firms, you can receive information on your tax return, the amount you owe, and various resources for tax preparation service. Call us today at 1-877-788-2937.

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SkagitCountyTaxServices

MARCH 17, 2023

While we’ll probably file an extension for you if you’re in this category and just now looking at your taxes, you’ll want to dial in VERY soon. But also, there’s little more than a month before personal tax returns are due. Taxes never stop — so your small business tax planning shouldn’t, either.

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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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Anders CPA

NOVEMBER 21, 2023

When in doubt, consult with a trusted tax professional to determine whether certain deductible activities apply to your circumstances. While this guidance is geared towards individuals and families, check out our year-end tax planning tips for businesses.

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Withum

NOVEMBER 17, 2022

Resident Clients: Resident partners/shareholders participating in a PTET (elective or mandatory) may not receive a credit for taxes paid to another state on their resident state income tax return. Failing to prepare for a tax examination at the outset of a move jeopardizes the ability to ultimately prevail at the audit.

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RogerRossmeisl

DECEMBER 14, 2021

Certain tax deductions are claimed for the year of payment, such as the mortgage interest deduction. So, if you make your January 2022 payment in December, you can deduct the interest portion on your 2021 tax return (assuming you itemize). Pushing income into the new year also will reduce your taxable income.

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Tax tax return CPA tax planning 246

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

DECEMBER 12, 2023

However, when they combine QuickBooks with Intuit ProConnect Tax , they’ll get a more powerful way to manage their clients’ information. Known as “Books to Tax,” QuickBooks flows directly into ProConnect Tax to auto-populate a client’s tax return, streamlining the process and avoiding manual data entry.

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MyIRSRelief

APRIL 22, 2024

Compliance with Tax Filings: All tax returns must be filed. The process involves submitting an application to the IRS with a detailed explanation of your financial situation, often with the help of a tax professional. How Can I Resolve Unfiled Tax Returns in Corona, CA? What should I do? What should I do?

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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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MyIRSRelief

JUNE 23, 2023

Let’s explore some of the key areas where their expertise shines: a) Tax Preparation: Enrolled Agents possess an in-depth understanding of tax laws and regulations. b) Tax Planning: Enrolled Agents provide strategic tax planning advice to minimize tax liability and optimize financial outcomes.

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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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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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TaxConnex

FEBRUARY 27, 2024

You have two initial ways to address your need for sales tax expertise: Your outside tax accountant or bringing tax expertise in-house. With the former, you risk that a professional versed in the tax code of the U.S.

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MyIRSRelief

OCTOBER 30, 2023

Income Tax Return for Estates and Trusts, is a complex tax form that is used to report the income and expenses of estates and trusts. Trust tax preparation can be a challenging task, even for experienced tax preparers. Trust tax preparation can be a challenging task, even for experienced tax preparers.

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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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MyIRSRelief

APRIL 3, 2023

That’s where an accountant (EA or CPA) can help. Tax Planning and Preparation: An accountant (EA or CPA) can help small business owners navigate the complex world of tax laws and regulations, ensuring compliance and minimizing tax liabilities. Q: How can an accountant help with financial management?

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CTP

APRIL 15, 2022

One of the benefits of focusing on proactive tax planning (rather than reactive work) is that tax planners can charge a value-based fee instead of an hourly rate. At the same time, tax planners need to be aware of the ways that Circular 230 limits how you can approach fees.

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ThomsonReuters

JULY 6, 2023

If you’re a tax and accounting professional, you’ve likely found yourself answering numerous questions related to your clients’ tax returns. Whether it’s advising on residential energy tax credits or restructuring a partnership, your knowledge and expertise beyond the tax return are valuable.

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Going Concern

NOVEMBER 24, 2022

Responsibilities: You will be deeply involved with preparing tax planning & tax consulting services. Reviewing and preparing individual, partnership, trust, and corporate tax returns. Researching tax issues for small to medium-sized businesses and wealthy individuals.

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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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DuctTapeMarketing

JULY 14, 2018

They’ll partner you with a dedicated accounting team and provide three simple monthly rates that include your bookkeeping, sales tax, planning support, corporate tax return, and unlimited access to your dedicated CPA team.

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CPA Practice

APRIL 15, 2024

Meyer, of Davie, Florida, used his skills as an attorney and certified public accountant to promote his fraudulent tax shelter called “The Ultimate Tax Plan.” In some instances, Meyer backdated documents so that clients could claim purported donations on their prior years’ tax returns.

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Withum

JANUARY 2, 2024

Although the Department of Revenue has not issued guidance yet on income tax return filing requirements or other items related to the change in tax law, we expect that guidance is forthcoming. This change may bring new tax planning opportunities, and your Withum tax advisor is available to explain how these changes impact you.

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Pennsylvania income tax Tax tax return 78

ThomsonReuters

JULY 6, 2023

Accounting advisory services include a variety of engagements—from tax planning and strategy to counsel on tax-related legislation—and centers on your unique knowledge and experience. A move to advisory utilizes your hard-earned CPA skills while exploring how to serve your clients year-round. In one word: yes!

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CPA Practice

MARCH 1, 2024

Hosts Randy Johnston and Brian Tankersley, CPA, discuss Stanford Tax , which leverages AI to understand your clients’ prior year tax data, features broad integration options, and can import data from thousands of clients in under 10 minutes. SPEAKERS Brian F. Tankersley, CPA.CITP, CGMA, and Randy Johnston.

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CPA Practice

MARCH 21, 2024

It dismissed Soroban GP’s other arguments, which relied on Congress’ previously stopping the IRS from defining “limited partner,” a prior report of the Joint Committee on Taxation, the regulations governing passive activity losses, and instructions for the federal partnership tax return.

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Tax tax return Delaware accounting and finance 122

CPA Practice

APRIL 16, 2024

Meyer, of Davie, Florida, used his skills as an attorney and certified public accountant to promote his fraudulent tax shelter called “The Ultimate Tax Plan.” In some instances, Meyer backdated documents so that clients could claim purported donations on their prior years’ tax returns.

Florida 52

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CPA Practice

OCTOBER 17, 2023

By Bhairavi Parikh, CPA. Unlike contributions to traditional retirement accounts such as a 401(k) or IRA, the funds you pay into Social Security are not tax-exempt or tax-deductible on your annual tax return. Contributions to Social Security are not tax-exempt or tax-deductible on annual tax returns.

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ThomsonReuters

JULY 6, 2023

In today’s ultra-competitive business landscape, being an accountant means far more than preparing tax returns or compiling financial statements. Instead, they can shift their focus to more value-added activities like providing financial insights and helping clients navigate the complexities of tax law.

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