ThomsonReuters

DECEMBER 10, 2024

AI-powered tax technology can also streamline tax preparation, bookkeeping, and audit workflows, significantly reducing errors and improving efficiency. This shift empowers you and your staff to act as trusted advisors rather than transactional service providers.

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Technology CPA Tax tax preparation 52

MyIRSRelief

DECEMBER 13, 2024

By referring clients to Mike, CPAs and lawyers ensure the best possible outcomes. Focus on Core Work: CPAs can concentrate on financial statements, financial assurance, tax preparation and planning, while lawyers can focus on legal strategies, knowing their clients tax issues are in capable hands.

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cpas Tax payroll tax audit 130

ThomsonReuters

FEBRUARY 28, 2024

She decided to skip law school and instead took a job as a bookkeeper, finding her chosen profession and going back to school to earn her CPA. A culture of happiness and growth In the six years after she became a CPA, Shaul worked at several accounting firms and experienced some less-than-ideal managers.

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cpa firm CPA Non-Profits financial statements 98

ThomsonReuters

FEBRUARY 6, 2025

In the fast-paced world of accounting and tax preparation, every minute counts. As an accountant or CPA, youre often juggling multiple clients, deadlines, and tasks, which can lead to overwhelming stress and burnout. This tax season doesnt have to be as stressful as last yeartake control of your time today.

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cpas Account accountant accounted 52

ThomsonReuters

FEBRUARY 13, 2024

Here are some basic ways to keep your tax preparation invoice process moving smoothly through the most demanding time of year: Establish file-naming conventions. It’s only natural for clients to wonder why their CPA firm doesn’t provide a similar service. Is every member of your team saving files in the correct folders?

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tax preparation Tax tax return cpa firm 52

ThomsonReuters

JUNE 15, 2023

By comparing a tax return with last year’s documents, the right software like UltraTax CS flags problems before it’s too late to fix them. Listen to what Tim Downing, Owner of Downing & Company, had to say about UltraTax CS and how it changed his company’s tax preparation process.

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Technology tax preparation tax return Tax 92

ThomsonReuters

FEBRUARY 2, 2022

You can do this online through blogs, white papers, webinars, and podcasts, or offline through speaking engagements and networking opportunities. Use case studies, white papers, and other educational content for marketing purposes. Turning tax clients into full-service clients.

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accounting firms Account accountant accounted 98