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October 19, 2021 

Jackie Meyer, CPA, MSA, CTS, CCA – 2021 40 Under 40 Honoree

Jackie Meyer, CPA, MSA, CTS, CCA – 2021 40 Under 40 Honoree(Doctoral Candidate) CEO/FounderThe Concierge CPAwww.meyertax.com Career highlights:  Jackie exhudes passion…establishing her practice in 2010 as one of the youngest female lead CPA firm’s in Dallas-Fort Worth, growing it’s niche around accredited investors, and then expanding her outreach to help other accountants utilize her ROI...…

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October 19, 2021 

Zachary Gordon, CPA – 2021 40 Under 40 Honoree

Zachary Gordon, CPA – 2021 40 Under 40 Honoree Senior ManagerGrassiwww.Grassicpas.com Career highlights:  I started my career at Marks Paneth LLP as an associate through senior accountant, working on a variety of clients across real estate, non-profit and others. Upon reaching that precipice, I decided to see the “other side of the table” and moved...…

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October 19, 2021 

Avalara Recognized as a Leader in Worldwide Tax Automation

Avalara, Inc., a provider of tax compliance automation software for businesses of all sizes, has been named a Leader in three IDC MarketScape reports covering tax automation solutions for SMB, Enterprise, and VAT. “This is a watershed moment for Avalara as we continue to invest in our vision to be the global cloud compliance platform....…

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October 19, 2021 

Taxpayers Can Eliminate April Surprise with Estimated Tax Payments

Each year during tax season, there is a group of taxpayers who choose to be surprised at how much tax liability they have on their earned income. This group often includes self-employed taxpayers (photographers, freelancers, consultants, etc.) who do not have an employer withholding taxes from their paycheck, and therefore, may have no federal taxes...…

Doc-It

October 19, 2021 

Doc.It Wins Customer Satisfaction Award from K2 Enterprises

Doc.It by IRIS, an industry-leading provider of a powerful and scalable full suite of document management, workflow, document storage, and web portal products for accounting firms, has been awarded a K2 Enterprises (K2e) Quality Award.

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October 19, 2021 

Grant Thornton Awarded Patent for Innovative Technology

Grant Thornton created this system to significantly enhance general ledger analysis by assessing risks related to each financial reporting transaction. The firm began developing Whole Ledger Analytics over four years ago and has incorporated it into ...

CorveeTax Logo

October 19, 2021 

Corvee Celebrates One-Year Anniversary

Corvee, a software and solutions company serving tax and accounting firms, celebrates the company’s one-year anniversary since launching the first-of-its-kind tax planning software aimed at giving tax professionals the ability to formulate a tax ...

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October 19, 2021 

Dr. Sean Stein Smith, Ph.D, CPA, CMA, CFE, CGMA – 2021 40 Under 40 Honoree

Dr. Sean Stein Smith, Ph.D, CPA, CMA, CFE, CGMA – 2021 40 Under 40 Honoree Assistant ProfessorCity University of New York (Lehman College)https://www.lehman.cuny.edu/ Career highlights:  Sean is a professor at the City University of New York – Lehman College. He serves on the Advisory Board of the Wall Street Blockchain Alliance, where he chairs the...…