CPA Practice

JULY 14, 2025

Schneider Downs), one of the 60 largest certified public accounting and business advisory firms in the United States, recently announced the addition of new shareholders to its ownership group. Patrick Hickman, CPA , joined the firm in 2023 following a decade in public accounting with other firms. She received her B.A.

West Virginia 51

West Virginia Technology Pennsylvania accounting and finance 51

Going Concern

NOVEMBER 22, 2024

AI can transform DLA’s progress by loading policies, data, process documents and more into a searchable large language model for easy, fast retrieval. We’ve already had success with technology such as bots and robotics process automation. We plan to build on that with AI,” Shawn Lennon said.

auditor 52

auditor audit accounting and finance financial statements 52

ThomsonReuters

JULY 10, 2025

Use the new quality management standards as an opportunity The world of professional accounting and auditing continues to evolve as the profession seeks greater transparency, accountability, and quality. Better documentation: Enhanced documentation requirements ensure all processes and decisions are clearly recorded and traceable.

audit 52

audit financial statements public accounting Maine 52

Going Concern

JANUARY 22, 2025

According to the indictment, Jerkins, a Certified Public Accountant, owned Jerkins Business Solutions (JBS) which provided tax preparation, bookkeeping, and payroll services, among other accounting and financial services, for individuals and businesses since 2015. .” Credit, People, Assist (or is it Attest?),

Tennessee 59

Tennessee CPA bookkeeping payroll 59

Going Concern

JUNE 12, 2025

ACCOUNTING CANDIDATE FTE Accounting | Candidate ID #24336098 Education: MS Experience (years): 9 years of overall experience Work experience (detail): Most recently a senior associate at a CPA firm Full cycle bookkeeping, payroll, and financial reporting for multiple clients Supervise and review offshore team’s work, training and process documentation (..)

Real Estate 52

Real Estate Tax accounted Account 52

Accounting Today

JUNE 9, 2025

EDT 7 Min Read Facebook Twitter LinkedIn Email I am optimistic about the "trusted advisor" destination that the accounting profession has marked as its territory, but skeptical of the partnership model as a means of transportation to that promised land. Our generation is the one that will navigate this sea change in public accounting.

accounted 52

accounted Account accountant Technology 52

Going Concern

OCTOBER 18, 2024

Jarkesy ruling threatens the agency’s ability to protect the investing public and to police auditors and public accounting firms that violate their duty of care. The message from the US Supreme Court justices was clear: If you violate the law as an auditor, the SEC is limited in how it can hold you accountable.

audit 104

audit auditor New York accounting and finance 104

Withum

FEBRUARY 27, 2025

In a tradition stretching back more than three decades, the Florida Institute of Certified Public Accountants (FICPA) held its annual liaison meeting with the states Department of Revenue (DOR). One will work to resolve the backlog of aged inventory, while the other will work on the backlog of current refunds.

Florida 52

Florida income tax audit Real Estate 52

Going Concern

NOVEMBER 4, 2024

” Australian federal police officers have commenced a search for documents at the headquarters of PwC Australia in response to the damaging tax leaks scandal. The Aussie feds are swarming PwC Australia HQ , staff have been advised to “please carry on as usual.”

accounted 105

accounted Account accountant auditor 105

Going Concern

APRIL 25, 2025

Firm Watch Grant Thornton US goes global in private equity-backed buying spree [ Financial Times ] Grant Thornton US is planning to buy more than half a dozen of its sister firms in Europe and the Middle East in a private equity-driven acquisition spree that will dramatically reshape the accounting firms global network.

auditor 52

auditor audit Georgia accounting firms 52

Going Concern

SEPTEMBER 30, 2022

auditing requirements because in numerous audits over numerous years Deloitte China asked clients to select their own samples for testing and to prepare their own audit documentation. public company audit clients. The Securities and Exchange Commission has charged Deloitte China with failing to comply with fundamental U.S.

audit 111

audit auditor financial statements public accounting 111

MyIRSRelief

SEPTEMBER 16, 2022

Gather Supporting Documentation: Gather all relevant documentation, including tax returns, records of income, expenses, and deductions, to support your position. Consult with a Tax Professional: Consider seeking the helpful advice of a tax attorney, certified public accountant (CPA), or enrolled agent (EA).

CPA 130

CPA Tax public accounting Legal 130

Going Concern

OCTOBER 2, 2023

Here’s what happened: Ontario public accounting licensing body CPA Ontario reached an out-of-court settlement with Marcum LLP resolving allegations of multiple instances of US Marcum partners performing work in Ontario — including issuer audits — without said partners being licensed to practice in the province.

public accounting 116

public accounting audit financial statements CPA 116

MyIRSRelief

JUNE 3, 2024

Understanding Tax Audits Before diving into IRS audit representation , it’s crucial to grasp the tax audit process: – Types of audits: correspondence, office, and field audits – Audit triggers: discrepancies, incomplete information, or random selection – Audit goals: verifying income, deductions, and credits Step 1: Receiving (..)

audit 130

audit Tax tax return public accounting 130

Going Concern

AUGUST 31, 2023

Tech Stack: Adobe (return documentation), TicTie & Calculate (return documentation), CCH ProSystems, CaseWare, Doc-It, etc. Tech Stack: Adobe (return documentation), TicTie & Calculate (return documentation), CCH ProSystems, CaseWare, Doc-It, etc.

accounted 116

accounted Account accountant CPA 116

CPA Practice

JULY 19, 2024

A document management solution (DMS) helps streamline every branch of your firm by making it easy to find the document you need whenever you need it. million – $4,999,999 $5 million – $10,000,000 Over $10 million Do you have a document management system? By downloading this content, you agree to our Terms and Conditions.

Rhode Island 52

Rhode Island West Virginia South Dakota North Dakota 52

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 (..)

Real Estate 105

Real Estate accounted Account accountant 105

MyIRSRelief

FEBRUARY 1, 2023

The IRS may conduct audits through various methods, including correspondence audits, in which the taxpayer is asked to provide additional documentation by mail, or field audits, in which an IRS agent visits the taxpayer’s place of business or home to review the tax return and related records in person. Get professional taxiety help!

Tax 147

Tax tax return cpas audit 147

MyIRSRelief

JULY 12, 2024

Required Documentation: The letter may also list the documents and information that the taxpayer needs to bring to the meeting. Preparation of Documents: An EA can assist you in gathering and organizing the necessary documents required for the meeting. Bank Statements: Recent bank statements to verify income and expenses.

tax return 130

tax return financial statements Tax payroll 130

Going Concern

SEPTEMBER 12, 2023

.” From today’s news release : The Securities and Exchange Commission today charged Alfonse Gregory Giugliano, CPA, the former National Assurance Services Leader at Marcum LLP, a public accounting firm, with failing to sufficiently address and remediate numerous deficiencies in Marcum’s quality control system.

audit 116

audit public accounting Management Consulting auditor 116

CPA Practice

JANUARY 17, 2023

Rather than being constrained towards a single country, accounting credentials such as Certified Public Accountant (CPA), Enrolled Agent (EA) and Certified Management Accounting (CMA) are quickly turning into global designations. . The development of technology is hastening the transformation of the accounting sector.

cma 127

cma CPA accounting and finance public accounting 127

MyIRSRelief

JULY 3, 2023

Audits aim to verify the eligibility of wages claimed, the calculation methodology used, and the supporting documentation provided. During an ERC audit, the IRS reviews the business’s records, including payroll records, tax returns, and supporting documentation related to ERC claims. Why are ERC Claims Subject to Audits?

audit 130

audit North Carolina Oklahoma Ohio 130

MyIRSRelief

JUNE 9, 2023

Gather supporting documents: Collect all relevant documents, such as receipts, bank statements, and tax forms, to substantiate your original tax return, complete and provided form 433. Crafting a well-documented and persuasive response is vital when dealing with IRS Letter 1058. How should I respond to IRS Letter 1058?

tax return 147

tax return Tax Start-ups public accounting 147

MyIRSRelief

OCTOBER 30, 2023

Credentials: Make sure that the tax preparer is credentialed by a reputable professional organization, such as the American Institute of Certified Public Accountants (AICPA) or the National Association of Enrolled Agents (NAEA). Keep all of your trust tax documents in a safe and organized place. Be organized.

tax preparation 130

tax preparation Tax tax return income tax 130

MyIRSRelief

AUGUST 14, 2023

c) Seek Professional Help: If you are struggling with your tax obligations, consider seeking professional help from a tax attorney, certified public accountant (CPA), or EA enrolled agent. b) Gather Documentation: Collect all relevant documents, such as tax returns, pay stubs, and financial records, to support your case.

tax return 130

tax return Legal Tax audit 130

MyIRSRelief

AUGUST 14, 2023

c) Seek Professional Help: If you are struggling with your tax obligations, consider seeking professional help from a tax attorney, certified public accountant (CPA), or enrolled agent. b) Gather Documentation: Collect all relevant documents, such as tax returns, pay stubs, and financial records, to support your case.

tax return 130

tax return Legal Tax audit 130

MyIRSRelief

MAY 22, 2023

Tax audits can be time-consuming and require a significant amount of documentation. Tax professionals can also help taxpayers gather and organize documentation and prepare responses to audit inquiries. 941 payroll tax problems can be complicated and require a significant amount of documentation and communication with the IRS.

payroll tax 147

payroll tax payroll audit Tax 147

Going Concern

SEPTEMBER 21, 2023

License verification can be performed at verify.tn.gov Records: Endeavor to obtain any personal or business records, files, or documents from the firm. Just in case you need it, JD Frost’s Tennessee Certified Public Accountant license number is 21324 and expires December 31, 2024.

Tennessee 111

Tennessee cpa firm accounted Account 111

CPA Practice

SEPTEMBER 28, 2023

Nicole says, “We have our training system in place to bring someone that does not have the experience or hasn’t worked in public accounting or a firm very long. Then, eventually, she graduated to accounting-specific practice management software. Create Documentation Document your processes as you work.

payroll 119

payroll Start-ups CPA Construction 119

CPA Practice

JULY 9, 2023

This new product combines the power of artificial intelligence (AI) large language models (LLMs) from Microsoft Azure OpenAI with the full suite of Advantage Audit programs and planning documents for industry-specific audits, reviews and compilations.

audit 111

audit auditor Technology financial statements 111

MyIRSRelief

FEBRUARY 1, 2022

For most businesses, this falls on the Accounting department. A CPA or Certified Public Accountant, or EA Enrolled Agent is a specially trained professional who knows all of the necessary rules and regulations regarding business finances. This includes the very important topic of taxes (preparation, planning and representation).

CPA 130

CPA Non-Profits cpa firm Construction 130

CPA Practice

MAY 11, 2023

A New Jersey Certified Public Accountant has pleaded guilty to conspiring to defraud the United States by promoting fraudulent tax shelters to high-income clients. According to court documents and statements made in court, James H.

New Jersey 98

New Jersey CPA Tax public accounting 98

CPA Practice

AUGUST 15, 2023

and MSPC CPAs —failed to make and/or document certain communications with audit committees related to the planned participation of other firms and auditors in the audit, as required by AS 1301, Communications with Audit Committees. Top 60 accounting firm Blue & Co. 9: Blue & Co.

audit 98

audit auditor accounting firms public accounting 98

CPA Practice

JUNE 24, 2024

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. I asked ChatGPT what forms it recommended for a CPA firm.

accounting firms 124

accounting firms cpa firm accounted Account 124

Going Concern

JANUARY 8, 2024

Refresher: Municipalities across the US are at risk of having their credit ratings downgraded or withdrawn by S&P Global Ratings because staffing shortages have delayed financial disclosure documents. Said the Sheridan Press today : The city of Sheridan and Sheridan County’s FY2023 audits will come in after the state-mandated deadline.

Wyoming 126

Wyoming audit Government Montana 126

CPA Practice

APRIL 22, 2024

The race to integrate Artificial Intelligence into the workflow of Certified Public Accountants is no longer a futuristic concept, but a current reality. Large accounting firms have made substantial strides in using AI to augment their services and deliver high quality outcomes. By Chris Stephenson and Eric Hylton.

Technology 124

Technology cpas cpa firm CPA 124

MyIRSRelief

FEBRUARY 23, 2024

Tax professionals, such as enrolled agents, certified public accountants (CPAs), and tax attorneys, possess the expertise and experience necessary to negotiate with the IRS on behalf of taxpayers. Provide them with all relevant documentation and information necessary to advocate effectively on your behalf.

tax return 130

tax return Tax CPA accounting and finance 130