Advisory September 17, 2026 Sponsored
The platform identifies tax-saving opportunities and adjustments to reduce tax burden in the next season, collaborating with wealth management.
September 17, 2026
September 17, 2026
September 17, 2026
September 17, 2026
August 27, 2018
UltraTax CS is part of the CS Professional Suite of applications from Thomson Reuters. Best suited for large accounting firms, UltraTax CS can be used as a stand-alone application, but performs best when coupled with other CS Professional Suite ...
August 27, 2018
For tax year 2018, Lacerte Tax offers enhanced e-filing capability by adding more than 50 e-file return types including amended, extensions, and estimated payments for more than 15 states. The e-Organizer will also be included for unlimited tax ...
August 27, 2018
ProConnect Tax Online is best suited for both multi-service and tax-only firms that are small and growing. ProConnect Tax Online processes both individual and business returns, and offers easy online access, with users able to access the application ...
August 27, 2018
Canopy offers a series of software products designed for the professional accounting office, including Practice Management, Document Management and a client portal. Canopy also offers Tax Resolution, a great solution for CPAs that wish to guide their ...
August 27, 2018
GoSystem Tax RS from Thomson Reuters best suited for mid-sized and large firms that process more complex returns such as consolidated corporate returns, life insurance returns, and tax equalization returns. GoSystem Tax also offers individual tax ...
August 27, 2018
Drake Tax from Drake Software is well-suited for small to mid-sized accounting firms that process both individual and business taxes for clients. As a consistent winner of CPA Practice Advisor’s Reader’s Choice Awards annually since 2004, Drake ...
August 27, 2018
Roslyn Haynie Banks, EA, MAcc, BBA Founder & CEOAdelaide Rose, LLCKilleen, TXwww.HaynieBanks.com Social Media: Facebook: https://www.facebook.com/roslyn.banks.986 Instagram: @adelaide.rose11 https://www.instagram.com/adelaide.rose11/ LinkedIn: https://www.linkedin.com/in/roslynbanksea Professional Associations/Memberships: Target 3 Chairman “Building Your Economic Legacy” for the Mu Theta Omega Chapter of Alpha Kappa Alpha Sorority, Inc. (AKA) Capital of Texas Enrolled Agents (CTEA) National Association of Enrolled Agents (NAEA)...…
August 27, 2018
Kevin Bong Co-Founder and COOAuditFile, Inc.San Francisco, CAwww.auditfile.com Twitter: @auditfile_team Career Highlights: Kevin is a co-founder of AuditFile, where he works closely with Steven Bong to execute the Company’s vision for designing a simple-to-use, sophisticated cloud-based audit automation solution that empowers firms to prepare for the future of auditing. Kevin draws on his dual degree...…
August 27, 2018
Megan D. Lewczyk, CPA, MAcc COOYaeger CPA ReviewKailua, Hawaiiwww.yaegercpareview.com LinkedIn: https://www.linkedin.com/in/mlewczyk/ Twitter: @MeganLewczyk Career Highlights: I decided to venture off the traditional public accounting path early in my career to pursue my passion for creating the next generation of CPAs. I was appointed in May 2017 to Chief Operating Officer at Yaeger CPA Review after...…
August 27, 2018
Christine Boeckel, J.D., LL.M. Editorial Director, State TaxBloomberg TaxArlington, VAwww.bna.com/tax/ Social Media: Company LinkedIn: https://www.linkedin.com/company/bloomberg-tax/ Company Twitter: https://twitter.com/BloombergTax Personal LinkedIn: https://www.linkedin.com/in/christine-boeckel-4456853/ Personal Twitter: https://twitter.com/Boeckel_Tax Career Highlights: I began working as a State Tax Law Editor at Bloomberg BNA in 2011, where I focused on updating Bloomberg BNA’s State Tax Portfolios and Navigators. As an editor...…
August 27, 2018
Amber Y. McGhinnis, CPA Senior ManagerMartin Starnes & Associates, CPAs, P.A.Hickory, NCwww.martinstarnes.com LinkedIn – https://www.linkedin.com/in/amber-mcghinnis-cpa-a1181231/ Professional Associations/Memberships: Member, American Institute of Certified Public Accountant Member, North Carolina Association of Certified Public Accountants (past president of the Catawba Valley local chapter) Board Member, Catawba County Chamber of Commerce Leadership Catawba Advisory Board Career Highlights: Began my...…
August 27, 2018
Tony T. Chan, CFP®, EA PrincipalCrossroads Planning, LLCOrange, CAwww.crossroads-planning.com Twitter: @Tinchan85Linkedin.com: https://www.linkedin.com/in/tony-t-chan-cfp®-ea-24396319 Professional Associations/Memberships: XY Planning Network The National association of Personal Financial Advisors Financial Planning Associations (Past OC Nexgen Chairman) Enrolled Agent Society Career Highlights Retired as a Captain (accounting officer) from the US Army Reserve. Launched Crossroads Planning LLC to use technology to...…