Latest Articles

August 27, 2018 

Rod Dooley, CPA, PFS, CFF Partner,Dooley and Company, LLCLexington, SCwww.dooleyandcompany.com Professional Associations/Memberships: AICPA National Accreditation Committee, AICPA Student Recruitment Committee, AICPA (member), SCACPA (member). Career Highlights: After graduating from the University of South Carolina in 2006, I came to work for my father in our small CPA practice with offices in Lexington and Columbia, SC. ...…

August 27, 2018 

Steven Bong CEO, AuditFileWalnut Creek, CAwww.auditfile.com Twitter: @auditfile_team Career Highlights: In 2011, my brother and I decided to start a company in our parents’ dining room while we were both still in the college.  That small startup idea became AuditFile, the first and only commercially available, cloud-based auditing solution for CPAs and internal auditors.  Our...…

August 27, 2018 

Jordan Kleinsmith, PMC-IV Pragmatic Marketing Certified for Product Management Director of Innovation,Thomson ReutersAnn Arbor, MIhttp://tax.tr.com Social Media: Twitter: @JK_at_TR LinkedIn: www.linkedin.com/in/jordankleinsmith Career Highlights: Grew Thomson Reuters’ hugely successful UltraTax CS and GoSystem Tax RS product lines during six years as Product Manager of Tax Helped establish many of the best practices which govern Product Management methods...…

August 27, 2018 

Tim Jipping, CPA, CGMA Sr. Manager, Plante MoranChicago, ILwww.PlanteMoran.com The Journey View Podcastwww.buzzsprout.com/191092 Social Media: Twitter: @timjipping Linkedin: timjipping Instagram: timjipping Professional Associations/Memberships: AICPA, ICPAS – have served in a few different roles over the year, no current positions. Career Highlights: I have over 12 years in the accounting profession, most of which has been...…

August 27, 2018 

Michael Elliott, CPA Managing Principal,DittrickCPA, Camp & Park AccountingBurton, OH www.dittrickcpa.com | www.campandparkaccounting.com Twitter: @GeaugaCPA Professional Associations/Memberships: AICPA PCPS Executive Committee Board Member, AICPA Governing Council, AICPA Past Chair Young Member Leadership Committee, AICPA Past Chair EDGE Conference, AICPA Co-Founder PCPS Young Member Firm Networking Group Ohio Society of CPAs Member Board of Directors Career...…

August 27, 2018 

Sarah Bradley, CPA Senior Manager, Personal Financial PlanningAICPADurham, NCwww.aicpa.org/pfp Twitter: @SBradleyCPA Professional Associations/Memberships: AICPA North Carolina Association of Certified Public Accountants American Accounting Association American Taxation Association Career Highlights: With inspiration from and through collaborative efforts with my team, volunteers, valued members, and peers, I am grateful to participate in positively impacting the profession in...…

August 27, 2018 

ATX from Wolters Kluwer Tax & Accounting is a tax compliance application best suited for small firms that file simple to complex returns. ATX also offers extensive tax law research capability that is designed to integrate with the core system.

Mary Girsch-Bock

August 27, 2018 

CCH ProSystem fx Tax from Wolters Kluwer Tax & Accounting is part of the CCH ProSystem fx Suite. Designed as an on-premise solution, CCH ProSystem fx Tax can be installed on desktop and network systems. Well-suited for accounting firms of all sizes ...

Mary Girsch-Bock

August 27, 2018 

TaxWise from Wolters Kluwer Tax & Accounting is best suited for small to mid-sized firms. TaxWise is scalable, with a version available for firms that process a limited number of returns as well as for those processing numerous individual and business ...

Mary Girsch-Bock

August 27, 2018 

CCH Axcess Tax from Wolters Kluwer Tax & Accounting is best suited mid-sized and larger full-service firms, as well as corporate tax offices that prepare more complicated tax returns. Completely cloud-based, CCH Axcess Tax is a modular system, and ...

Mary Girsch-Bock

August 27, 2018 

One of the best features of MyTAXPrepOffice is the colorful, fully customizable user dashboard that displays return data, a to-do list, a summary of e-filed returns and a list of rejected returns, with users able to choose the information that ...

Mary Girsch-Bock

August 27, 2018 

Bloomberg Tax offers a variety of tools and resources designed for tax professionals that need to process estate and gift tax returns for their high-net worth clients. Bloomberg Tax currently offers two applications; Estate and Gift Tax 706 Preparer ...

Mary Girsch-Bock