Latest Articles

November 16, 2015 

The report offers tax planning tips that highlight the opportunities and challenges faced by taxpayers in today’s uncertain legislative environment. It describes a number of moves to make by year-end to achieve maximum overall tax savings for 2015 and ...

November 16, 2015 

Businesses periodically need to upgrade or replace creaky computer systems, or risk falling behind their competitors. If they try to muddle through with a cranky jalopy when everyone else moved up to the latest sports car, they may find themselves ...

November 16, 2015 

On average, college students who have student loans thought they would be able to pay back their loans in nine years after graduation, with only 18 percent saying that it would take them more than ten years. A quarter of college students with loans ...

November 16, 2015 

Anyone who prepares, or assists in preparing, substantially all of a federal tax return or claim for refund for compensation must have a valid PTIN from the IRS. The PTIN must be used as the identifying number on these prepared returns.

November 16, 2015 

What should you be doing in your payroll practice this month? Here's your Payroll Checklist for November.

Taija Sparkman

November 15, 2015 

When preparing client tax returns for any type of entity, accurate data is obviously a necessity, but finding ways to streamline it, and even improve accuracy, is the goal of tax document automation systems. While there are several such programs on the ma

Isaac M. O'Bannon

November 15, 2015 

WORKFLOW 2.0 features new optimization and automated rescheduling capability to routinely update schedules nightly based upon priority and due date, as well as more precisely identify the “best fit” employee to complete tasks.

November 13, 2015 

A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.

November 13, 2015 

Accounting and CPA firms that utilize multiple tax and accounting applications and is actively looking for an established hosting business that specializes in hosting for accountants.

Mary Girsch-Bock

November 13, 2015 

Designed specifically for accounting firms, Xcentric is a good fit for firms of all sizes that are interested in having their tax and related programs hosted.

Mary Girsch-Bock

November 13, 2015 

Cloudvara is truly a custom hosting service, offering a number of application options for accounting firms and other businesses looking to have accounting, tax, and other business applications hosted. The product is ideally suited for smaller ...

Mary Girsch-Bock

November 13, 2015 

While you certainly have to take into account learning styles, I would like to share a simple training approach that I learned from my partner, Dustin Hostetler. It is a proven process that has been used successfully by our clients and in a variety of ...

Jim Boomer