Accounting Today

JUNE 9, 2025

EDT 1 Min Read Facebook Twitter LinkedIn Email Tax management platform Instead launched artificial intelligence-driven tax reports, harnessing AI to analyze full tax returns to glean tax strategies and missed opportunities. All rights reserved.

Tax 130

Tax Corporation Tax CPA Auditing 130

Accounting Today

JUNE 13, 2025

TaxPlanIQ adds new features Pavel Bolotov/pashabo - stock.adobe.com Tax planning solutions provider TaxPlanIQ rolled out several new features. All rights reserved. A Multi-1040 Uploader and Opportunity Analyzer allows bulk upload of up to 100 client returns at once. Another feature will auto-redact client information on upload.

Corporation Tax 207

Corporation Tax Tax Auditing Billing 207

Accounting Today

JUNE 9, 2025

audit clients are ready to change firms within the next three years, according to a new report. audit clients are ready to change firms within the next three years, according to a new report. Inflos "Creating a New Audit Experience for U.S. All rights reserved. Five percent of respondents answered "nothing."

Auditing 147

Auditing Corporation Tax CPA Accounting Software 147

Accounting Today

JUNE 13, 2025

Hohl has close to 40 years of accounting and auditing experience. In 2023, he founded Corallium Advisors, which helps businesses with auditing, regulatory compliance, risk management, and initial public offerings. All rights reserved. Previously, he spent 26 years as a partner at EY in various roles.

Accounting 179

Accounting Accounting Corporation Tax Auditing 179

Accounting Today

JUNE 9, 2025

Gary Boomer June 9, 2025 10:00 AM Facebook Twitter LinkedIn Email As CPA firms grow into the $10 million to $100 million revenue range, operational complexity increases, especially during peak periods like tax season. Identify opportunities Assess pain points in tax, audit, scheduling, and advisory workflows.

CPA 130

CPA Corporation Tax Auditing Tax 130

Accounting Today

JUNE 6, 2025

By Michael Cohn 10h ago Tax-related court cases Tax Fraud Blotter: Prep perps Bank job; the magic is gone; not a beautiful day in the Neighborhood; and other highlights of recent tax cases. All rights reserved.

Corporation Tax 130

Corporation Tax Accounting Accounting CPA 130

Accounting Today

JUNE 13, 2025

By Chris Gaetano 11h ago Tax-related court cases Tax Fraud Blotter: Sick excuses By any other name; poor Service; a saga continues; and other highlights of recent tax cases. All rights reserved. By Jeff Stimpson June 12 Like what you see?

Corporation Tax 130

Corporation Tax Auditing XERO Accounting Software 130

Accounting Today

JUNE 6, 2025

The company also announced new tax workflows and features. All rights reserved.

XERO 130

XERO Auditing Corporation Tax Tax 130

Accounting Today

JUNE 5, 2025

The expanded firm will continue to offer accounting and advisory services along with strengthened capabilities in business valuations, fractional CFO, client accounting, international tax consulting, litigation support, and succession planning, as well as medical and dental practice consulting through DMJPS Healthcare. All rights reserved.

Corporation Tax 147

Corporation Tax Auditing Accounting Software Tax 147

Accounting Today

JUNE 9, 2025

The offer on display from smart money is tempting — access to liquidity much sooner, with better tax treatment, and the chance for "multiple bites at the apple," with resources to fuel future value creation. All rights reserved.

Accounting 130

Accounting Accounting CPA Corporation Tax 130

Accounting Today

JUNE 6, 2025

Forvis Mazars opened a new office in Minneapolis, to be spearheaded by audit director Tyler Aldridge. By Michael Cohn 10h ago Tax-related court cases Tax Fraud Blotter: Prep perps Bank job; the magic is gone; not a beautiful day in the Neighborhood; and other highlights of recent tax cases. All rights reserved.

Corporation Tax 130

Corporation Tax Auditing CPA Accounting Software 130

Accounting Today

JUNE 10, 2025

After nearly two years of growing their firm in South New Jersey, the two lifelong tax professionals and softball teammates saw the opportunity of joining Sax. All rights reserved. Steven Sewald & Co. merged with Charles Anastasia to form Sewald & Anastasia in 2023. The deal was facilitated by law firm Sklar Kirsh.

Corporation Tax 130

Corporation Tax Auditing Tax Accounting Software 130

Xero

MARCH 1, 2023

By automating Irish returns, advisors will be able to eliminate some of the hassle during tax time and help small business clients with their tax obligations from day one. Manage VAT transactions: See details of the VAT report with itemised transactions, review annotated audit schedule before upload to Revenue.

XERO 279

XERO Bookkeeping Reconciling CPA 279

Accounting Today

JUNE 13, 2025

Cleveland, announced its 2025 partnership class; in assurance: Angela Bacarella-Wood in Detroit, Mike Dellavalle in New York, Syed Farooq in Chicago, and Bryan Friedmann and Kevin Kray in Cleveland; and in tax: Dave Charles and Jon Dittrich in Cleveland and Asha Shettigar in New York. All rights reserved. OHIO Cohen & Co.,

CPA 113

CPA Corporation Tax Auditing Tax 113

Accounting Today

DECEMBER 13, 2024

Plus, Avalara named leader in three IDC MarketScape reports; LeaseCrunch to hold webinar; and other accounting tech updates.

Auditing 130

Auditing Accounting Accounting Tax 130

Analytix Finance & Accounting

DECEMBER 30, 2024

As a CPA firm, you already know that tax season brings the need for organization, meticulous attention to detail, and efficient processes to ensure success. Balancing the need for precision while meeting tight tax deadlines can inadvertently result in errors. All of these serve to highlight the importance of preparation for tax firms.

CPA 52

CPA Tax Data Entry Bookkeeping 52

Cloud Accounting Podcast

APRIL 12, 2023

We’re joined by Heidi Henderson, EVP at Engineered Tax Services, for our weekly roundup of news at the intersection of accounting and technology. Sponsors Zoho - [link] LiveFlow - [link] Client Hub - [link] Chapters (00:00) - CAP 327 (00:24) - PREVIEW: Breast implants are a tax write off? (01:08)

Tax 98

Tax CPA Auditing Accounting 98

Cloud Accounting Podcast

OCTOBER 4, 2024

Blake and David discuss a controversial TurboTax ad campaign encouraging people to "break up" with their tax professionals, analyze survey data on AI adoption in accounting firms, and critically examine proposed changes to CPA licensure requirements. Let the listeners of The Accounting Podcast know by running a classified ad.

Auditing 49

Auditing Tax CPA Accounting 49

Cloud Accounting Podcast

SEPTEMBER 28, 2023

The recent moratorium on Employee Retention Credit (ERC) claims has big implications for accounting and tax professionals. In this episode, we break down what the ERC moratorium means and the key things you need to know as an accountant or tax preparer. Tune in to understand what the ERC moratorium means for you and your work.

Tax 72

Tax Accounting Accounting CPA 72

Cloud Accounting Podcast

MARCH 17, 2025

They tackle the growing movement to drop the 150-hour requirement and propose a provocative solution: splitting the credential into specialized tax and financial/audit pathways. Let the listeners of The Accounting Podcast know by running a classified ad. Let the listeners of The Accounting Podcast know by running a classified ad.

CPA 40

CPA Auditing Tax Accounting 40

Cloud Accounting Podcast

MARCH 22, 2023

Subscribe to the Earmark Accounting Podcast: [link] Get CPE for listening to podcasts with Earmark CPE: [link] (00:00) - CAP 324 (00:17) - Preview: The job of a lawyer in setting up businesses (00:49) - Introduction and welcome Matt to the show (04:18) - What does a tax lawyer do? (09:08) 09:08) - What do you do for me as a client? (13:26)

Tax 75

Tax Auditing Accounting Accounting 75

Counto

APRIL 26, 2025

From calculations to tax deposits, our in-house team handles everything. Start with a Skills Audit Take stock of your current workforce. 30-minute webinars) Scheduled with flexibility Accessibility matters more than budget. Our team handles everythingfrom employee payments to tax deposits and filings.

Payroll 52

Payroll Deposits Budgeting Auditing 52

Cloud Accounting Podcast

MARCH 25, 2025

Blake and David dive straight into the headlines, starting with the controversial IRS workforce cuts and their potential impact on tax collections. Taxes on Profits from Selling Jet Fuel to the U.S. Banking Services provided by Coastal Community Bank, Member FDIC.) link] Former Defense Contractor and his Wife Indicted for Evading U.S.

Financial Reporting 40

Financial Reporting Payroll Collections Tax 40

Cloud Accounting Podcast

JUNE 20, 2023

The Accounting Podcast (formerly the Cloud Accounting Podcast) is the world's #1 accounting, bookkeeping, and tax podcast! Join us weekly for a roundup of accounting news, analysis, and interviews. Plus, earn free NASBA-approved CPE credits for listening with the Earmark app. Learn more at earmarkcpe.com. Learn more at earmarkcpe.com.

Auditing 52

Auditing CPA XERO Account Bookkeeping 52

Cloud Accounting Podcast

OCTOBER 15, 2023

After a decade-long audit, Microsoft is facing a whopping $29 billion tax bill from the IRS for what the agency claims was an "illusory scheme" to channel profits through Puerto Rico—but with years of appeals ahead, will the tech giant ultimately pay the total amount?

Tax 53

Tax Billing Auditing Accounting 53

Cloud Accounting Podcast

APRIL 26, 2023

52:48) - The IRS shows customer service improvements in 2023 (54:22) - Are accountants actually experiencing a better tax season? (01:01:49) 52:48) - The IRS shows customer service improvements in 2023 (54:22) - Are accountants actually experiencing a better tax season? (01:01:49)

CPA 98

CPA Financial Statements Accounting Accounting 98

Cloud Accounting Podcast

JULY 11, 2023

The Accounting Podcast (formerly the Cloud Accounting Podcast) is the world's #1 accounting, bookkeeping, and tax podcast! Join us weekly for a roundup of accounting news, analysis, and interviews. Plus, earn free NASBA-approved CPE credits for listening with the Earmark app. Learn more at earmarkcpe.com. Learn more at earmarkcpe.com.

CPA 52

CPA Auditing Account Bookkeeping Tax 52

Cloud Accounting Podcast

MAY 25, 2022

link] 52:32 – Reckon sells accounting division for $100m [link] 53:30 – Audit and accounting software company Caseware rebrands [link] 54:22 – This Seattle startup backed by American Express wants to be the 'LinkedIn of accounting' – GeekWire [link] Get in Touch Thanks for listening and for the great reviews!

Auditing 40

Auditing CPA Accounting Software Collections 40

Cloud Accounting Podcast

AUGUST 30, 2023

million and Stripe offers sales tax calculations (01:01:25) - Wrap up and where to reach us Need CPE? million and Stripe offers sales tax calculations (01:01:25) - Wrap up and where to reach us Need CPE? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad?

Accounting 72

Accounting Accounting XERO CPA 72

Cloud Accounting Podcast

JANUARY 5, 2024

In this 2023 wrap-up, Blake and David discuss an appeals court ruling that audit reports are so generic they are essentially useless to investors. They also explore the concept of "productivity theater" where employees pretend to be constantly working, even though it leads to disengagement and burnout.

Auditing 69

Auditing Tax Accounting Accounting 69

Cloud Accounting Podcast

NOVEMBER 21, 2023

Billion Deal for Melio [link] Bill Holdings stock sinks amid report of $1.95B deal talks for Melio. Let the listeners of The Accounting Podcast know by running a classified ad.

QuickBooks 56

QuickBooks Billing Auditing CPA 56

Cloud Accounting Podcast

NOVEMBER 24, 2020

Then we'll dig into PPP news, with talks about how the IRS plans to increase audits on small businesses by 50% — and how that's a joke based on the latest numbers. Meanwhile, since the IRS is investigating fewer tax preparers, is fraud declining? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad?

Auditing 40

Auditing QuickBooks XERO Tax 40

Cloud Accounting Podcast

JANUARY 20, 2023

link] 2023: The Year of Crypto Compliance [link] Quickbooks missed a golden opportunity to market itself with the FTX saga [link] -721b17443fd5 4 The Financial Future: The Impact of AI on Finance and Accounting [link] Most companies pay $11 or more per expense report [link] Terry Smith fires darts at Meta, Apple, Unilever and accounting.

Tax 52

Tax CPA QuickBooks Expense Reports 52

Cloud Accounting Podcast

JUNE 26, 2024

They dive into the murky waters of corporate financial controls and audit practices. They dive into the murky waters of corporate financial controls and audit practices. Adam Zaki of CFO.com joins Blake and David to explore the trends reshaping the industry, from AI to the talent shortage.

CPA 60

CPA Auditing Tax Accounting 60

Cloud Accounting Podcast

DECEMBER 22, 2023

She also explains how her firm narrowed its service offerings to focus on core recurring services like tax planning and fractional CFO work. 28:25) - Berkshire Hathaway lawsuit (38:51) - SmileDirectClub declares bankruptcy (45:37) - Thoughts on accountants doing IT audits (51:03) - How much money do Americans need to be happy? (01:04:24)

CPA 69

CPA Auditing Tax Accounting 69

Cloud Accounting Podcast

FEBRUARY 3, 2022

Go here to create your classified ad: [link] Full Transcript Available Upon Request - info@cloudaccountingpodcast.com What sucks more than tax organizers? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad?

Tax 40

Tax QuickBooks Billing Bookkeeping 40

Cloud Accounting Podcast

SEPTEMBER 27, 2023

Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? (27:13)

CPA 64

CPA QuickBooks Tax Billing 64