Technology February 9, 2026
Botkeeper is Closing Its Doors
In a statement posted on the Botkeeper website over the weekend, Enrico Palmerino wrote that the automated bookkeeping platform he founded in 2015 is shutting down.
February 17, 2020
3 Secrets to Ensure Successful (and Profitable) Client Meetings
We are in the business of building relationships. No matter how advanced technology becomes, at the heart of the accounting profession, we are people of our people—our clients. That means face-to-face meetings with clients are still ...
February 17, 2020
2020 IRS Income Tax Refund Chart Shows Estimated Refund Dates
What to know when you might get your 2020 income tax refund? This easy to use chart shows estimated tax refund dates. File early and you will get your refund earlier. IRS refund schedule.
February 17, 2020
2020 Reviews of Expense Management Systems
Expense Management has always been important, but in recent years, the surge in company travel has found more businesses scrambling to find a way to continue sending their employees where they need to be, but doing so in more cost-effective manner.
Accounting February 15, 2020
What’s In Your Briefcase?
This column will go through some of the gear I carry with me when working out of the office. As someone who spends over 100 days a year traveling, I don’t have the option of waiting until I get back to the office to deal with most things.
February 14, 2020
AICPA News: February 2020
AICPA News is a roundup of recent announcements from the American Institute of Certified Public Accountants.
February 14, 2020
The Tax Blotter: February 2020
Generally, if you make a withdrawal from a traditional IRA before age 59½, you owe a 10% penalty tax in addition to your regular income tax liability. But the tax code contains a long laundry list of exceptions to this rule.
February 14, 2020
Need Tax Help? IRS Has an Online Help Desk
With a surge of tax returns expected the two weeks following the Feb. 17 Presidents Day holiday, the Internal Revenue Service offers taxpayers several tips and various time-saving resources to get them the help they need quickly and easily.
February 14, 2020
“Where’s My Refund” App Keeps Taxpayers Up-to-Date
The IRS issues nine out of 10 refunds in less than 21 days, and the fastest way to get a refund is to file electronically and choose direct deposit. The time around Presidents Day is a peak period for telephone calls to the IRS, resulting in longer ...
Technology February 13, 2020
Process Improvement and Working With Clients Digitally
While most of our firms have transitioned away from paper-based records, many of us still struggle to digitize the business processes in our firms. As I write this, we are in the late stages of conducting the 6th Annual CPA Firm Operations and ...
February 13, 2020
2020 Federal Budget Proposal Extends Key Tax Provisions
On February 10, 2020, President Trump unveiled his budget proposals for the 2021 fiscal year. Among other noteworthy items, including more resources being funneled to the IRS, the president is advocating an extension of individual tax provisions in the Tax Cuts and Jobs Act (TCJA) that are slated to be wiped off the books after...…
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February 13, 2020
What is a Payroll Lookback Period for Forms 941 and 944
Do you know how often you need to deposit federal income, Social Security, and Medicare taxes? You can’t deposit the taxes whenever you feel like. Your deposit frequency is based on a lookback period. So, what is a lookback period?
February 13, 2020
How to Quickly Register for Sales Tax in New States
Many businesses share the goal of increasing sales and expanding into new markets. But, now that most states tax sales by out-of-state sellers, such growth often brings new sales tax collection obligations.