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.

Tax 105

Tax tax preparation managerial accounting bookkeeping 105

CPA Practice

OCTOBER 17, 2023

Here’s what you need to know: If the individual works for an employer, the Social Security tax is withheld from the paycheck and gets reported by their employer through payroll taxes. It is important to note that if the individual is receiving a W-2, the individual and their employer each share the tax burden of 6.2%.

Tax 115

Tax Account accountant accounted 115

Ryan Lazanis

MAY 24, 2023

Tax software is starting to move online and the promise is that tax software will become far more integrated into your accounting suite to help automate the completion of tax forms, making tax preparation much more seamless and beneficial for your current and potential clients.

Technology 98

Technology Account accountant accounted 98

xendoo

OCTOBER 20, 2021

Outsource accounting firms can often provide experience in unique areas such as: Personal financial planning and assistance. Forensic accounting. Managerial accounting. Tax preparation. Tax Planning. IT auditing. Non-profits.

Account 98

Account accountant accounted bookkeeping 98