Latest Articles

June 11, 2019 

Estate and Gift Tax 709 Preparer from Bloomberg Tax automates the preparation of IRS Form 709, while also supporting IRS forms including Form 56, 712, 2350, 4868, 8821, 8822, 8275, 8275-R, and 8892.

Mary Girsch-Bock

June 11, 2019 

Canopy Tax www.canopytax.com From the 2019 reviews of professional tax preparation systems. Canopy offers a completely integrated tax and practice management platform designed for accounting firms of any size. Modules currently available from Canopy include Practice Management, Tax Resolution, and the new Notices module. The Notices module allows accountants to quickly answer questions regarding any...…

Mary Girsch-Bock

June 11, 2019 

Taxfyle is designed for both consumers and accounting firms; connecting consumers with tax professionals who will prepare and file their taxes on demand. Taxfyle is an excellent alternative to do-it-yourself tax applications that put the ...

Mary Girsch-Bock

June 11, 2019 

Drake Tax Drake Software www.drakesoftware.com From the 2019 reviews of professional tax preparation systems. Drake Tax from Drake Software is well-suited for small to mid-sized accounting firms that process a high number of individual and business returns for clients. As a winner of The CPA Practice Advisor’s Reader’s Choice Awards since 2004, Drake Software offers...…

Mary Girsch-Bock

June 11, 2019 

In this age of technology disruption, we can feel alone, sometimes not knowing where our anchor is - what will stay the same, what will change, and what we can depend on, and how we will get there together.

Amy Vetter

June 11, 2019 

Throughout the review process, we looked at numerous system features and functions including cloud/remote access, the ability to support multiple tax preparers simultaneously, e-filing availability, and the ability to import data from other applications.

Mary Girsch-Bock

June 11, 2019 

ATX from Wolters Kluwer is a tax compliance application that is well suited for small to mid-sized accounting firms that typically file fairly uncomplicated returns. ATX also offers excellent tax law research capability that integrates with the core ...

Mary Girsch-Bock

June 11, 2019 

The Standing Ovation program, launched in 2015, recognizes young CPAs who exhibit outstanding professional achievement in specialization areas. Nomination requirements for the Standing Ovation program in Information Management and Technology Assurance ...

June 11, 2019 

The ASB’s current description of the concept of materiality is consistent with the International Accounting Standards Board’s and the International Auditing and Assurance Standards Board’s definitions of materiality.

June 11, 2019 

In the wake of changes to the federal tax code, data privacy regulations, as well as new guidelines for financial reporting and recognizing revenue, nearly two-thirds (63 percent) of nonprofits cited regulatory and legislative challenges as a top pain ...

June 11, 2019 

The Diversity & Inclusion Report in Atlanta: What Works and What We Need to Do In Order to Thrive was developed with input from established Indicators in The Opportunity Index and 100 Resilient Cities reports to measure the diversity and inclusion ...

June 11, 2019 

GAGNONtax, founded in 2001, and headquartered in Boston, MA offers tax consulting to a variety of clients; mostly large, publicly-held companies. Services offered by GAGNONtax include technical consulting in both federal and state tax disciplines along with tax compliance and technology solution development, design and integration, while also offering tax and financial planning services including...…