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UHY Receives Private Equity Funding From Summit Partners

CPA Practice

UHY has established itself as a highly respected, market-leading accounting, tax, consulting, and advisory services firm built on a reputation for exceptional client service and innovation,” said Paul Furer, a partner at Summit who has joined UHY’s board of directors. Summit maintains offices in North America and Europe.

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Strong Businesses, Strong Strategic Partnerships

Basis 365

Tax Advisors: Expert tax advisors develop strategies to optimize tax compliance and minimize liabilities, ensuring your business stays compliant while maximizing savings. Sales Tax Consultants: Sales tax complexities require specialized knowledge.

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How agentic AI is redefining the tax and accounting profession

ThomsonReuters

Agentic AI presents an opportunity to significantly elevate the role of accountants from once-a-year tax preparers to year-round tax consultants.

Tax 93
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Boomer's Blueprint: 4 ways algorithms can improve your firm

Accounting Today

For example, a checklist algorithm can analyze client data and past interactions to recommend advisory services, such as financial planning or strategic tax consultations. Gary Boomer Visionary and strategist, Boomer Consulting Inc.

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Four ways tax and accounting professionals can start using agentic AI right now

ThomsonReuters

How you can optimize tax workflows today Your competitors are already using agentic AI to grow capacity, reduce risk, and improve client service. Just ask Plante Moran, an accounting, tax, consulting, and wealth management firm headquartered in Michigan that is setting the standard for what modern tax and accounting services look like.

Tax 64
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SolomonEdwards Acquires Tax Advisory Provider Steele Consulting

CPA Practice

SolomonEdwards , a national professional services firm offering financial, operational and technology consulting along with operations support, has acquired the national tax consulting firm Steele Consulting.

Tax 52
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Tech news: Audit Sight releases Management Meeting Module

Accounting Today

By Jeff Stimpson July 10 Tax Smith+Howard starts new tax practices Smith + Howard, an Atlanta-based Top 100 Firm, has opened two new tax practices: site selection + incentives and state and local income tax consulting. By Michael Cohn July 10 Like what you see?