Latest Articles

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September 8, 2014 

David Leary – 2014 40 Under 40 Honoree

David Leary, QB Online ProAdvisor – 39 Senior Development EvangelistIntuit, Inc.Tucson, AZ   What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?)  The transition from desktop software to SaaS based cloud software is...…

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September 8, 2014 

Christian James – 2014 40 Under 40 Honoree

Christian James – 37 Chief Operating OfficerXcentricBozeman, MT   What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) Xcentric’s workflow challenges are pretty similar to CPA firms in that we all benefit from...…

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September 8, 2014 

Dominique Molina – 2014 40 Under 40 Honoree

Dominique Molina, CPA, CTC – 39 President & FounderAmerican Institute of Certified Tax CoachesSan Diego, CA   What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) The greatest change we have seen in...…

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September 8, 2014 

Adam Kupperman – 2014 40 Under 40 Honoree

Adam Kupperman, MBA – 39 Vice President & Head of ONESOURCE Firm EditionThomson ReutersHoboken, NJ   What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) The greatest single challenge for firms in workflow...…

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September 7, 2014 

IRS Puts Up Roadblocks for Business Car Deductions

The IRS strictly limits deductions for vehicles used for business driving under the so-called luxury car rules. But that’s not the most upsetting part to many taxpayers. It’s the notion that the “luxury car” limits apply to vehicles costing well under $20,000. This is hardly what the average person considers to be a luxury car.

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September 5, 2014 

Imaging Science & Services, Inc. — TEAMS & LineLink

866-723-7409 www.issimage.com With thousands of jurisdictions across the country that have varying sales and use tax rates, the various filing requirements and frequencies of the 45 states that have sales taxes, and the potential penalties that can result from errors or missed deadlines, sales tax compliance can be complicated enough. But another significant challenge for...…

Isaac M. O'Bannon

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September 5, 2014 

Avalara — AvaTax

877-780-4848 www.Avalara.com   2011 Overall Rating 4.75   Best Fit Businesses with sales across dozens, hundreds or even more taxing jurisdictions across the United States and Canada, with the need to automate tax rate lookup into their sales and ecommerce systems. Strengths Seamless integration into accounting system Rates are maintained by Avalara, no updates required...…

Isaac M. O'Bannon

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September 5, 2014 

Thomson Reuters — ONESOURCE Indirect Tax, Sales & Use Managed Services

888-885-0206 http://onesource.thomsonreuters.com/indirect-tax/   2011 Overall Rating 5   Best Fit Mid-sized and larger enterprises with significant sales tax liability exposure across a large number of jurisdictions who want to automate rate management and outsource compliance functions. Strengths Complete tax lifecycle management from tax determination to returns preparation & remittance Automated rate lookup & application Hands-free/hassle-free...…

Isaac M. O'Bannon