This webinar will be held on Tuesday, June 3 at 1:00pm ET
Sponsor: Avalara
Duration: 1 Hour
In this CPE-eligible webinar, you’ll learn how firms are using automation to add or enhance sales tax return services within their CAS offerings, without increasing overhead or complexity. We’ll explore how automating sales tax preparation and filing can help reduce manual work, streamline operations, and scale your CAS practice — even without adding staff. You’ll also get a closer look at tools that make it easier to manage multiple clients, reduce risk, and deliver more value with fewer resources.
We’ll explore how automating sales tax preparation and filing can help reduce manual work, streamline operations, and scale your CAS practice — even without adding staff. You’ll also get a closer look at tools that make it easier to manage multiple clients, reduce risk, and deliver more value with fewer resources.
Learning Objectives:
- How firms are evolving their CAS practices to meet growing client demand
- The benefits of offering sales tax compliance as a CAS service
- Common challenges firms face — and how automation can solve them
- How automation enables scalable, efficient service delivery
| Program Level | Basic |
| Prerequisites | None |
| Field of Study | Information Technology |
| Advance Preparation Needed | None |
| Delivery Method | Group Internet-Based |
| Recommended CPE Credits | 1 Credit per 50-Minute Session |
| Registration Instructions | Register Online |
| Cost | Free |
| Complaint Resolution | editor@cpapracticeadvisor.com |
Presented by:
John Sallese is a highly experienced tax compliance and audit professional with over 24 years in the field. His career spans a broad range of industries, including ecommerce, technology, manufacturing, and telecommunications. Prior to joining Avalara, John held roles at a Big Four accounting firm and several tax software providers, building a deep and practical expertise in transaction tax compliance. At Avalara, he leads strategic initiatives focused on accountant partnerships and has authored multiple thought leadership articles on tax compliance. His work reflects not only his technical knowledge but also his commitment to educating and supporting professionals navigating the complexities of sales and use tax.
Sona Akmakjian is a certified California CPA with 28 years of experience in transnational tax services and automation. Experience includes working for state agency administering sales and use taxes, Big Four accounting firm, tax software company and mid-market consulting firms. Sona has strong skills in areas such as strategic alliances, executive collaboration, M&A due diligence, project and product management with deep industry experience across multiple market segments including specific focus in enterprise segment.
Moderated by:
Gail Perry is the editor-in-chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars. Gail is the author of over 30 books (including Mint.com For Dummies, The Idiot’s Guide to Introductory Accounting, and Surviving Financial Downsizing: A Practical Guide to Living Well on Less Income), and she maintains a small tax practice. Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism. She returned to school to study accounting at Illinois State University, earned her CPA, and worked for Deloitte in Chicago for several years as a state and local tax accountant. She has taught introductory accounting and personal finance courses, and she is a former computer applications instructor at the Indiana CPA Society. Gail is a member of the AICPA’s PFS Credential Committee.
Avalara is a team of tax experts and technologists behind one solution for your accounting firm. We live and breathe sales tax and license compliance. We help firms confidently and efficiently provide compliance services to their clients. Avalara makes tax compliance faster, easier, and more accurate, reliable, and valuable for 41,000+ business and government customers in over 75 countries. Tax compliance automation software solutions from Avalara leverage 1,200+ signed partner integrations across leading ecommerce, ERP, and other billing systems to power tax calculations, document management, tax return filing, and tax content access.
CPA Practice Advisor is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org/. For more information regarding administrative policies please contact Isaac O’Bannon at isaac.obannon@cpapracticeadvisor.com.
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