Latest Articles

December 21, 2020 

Caleb L. Jenkins, EA, CQP – 2020 40 Under 40 Honoree Leader of Client Accounting ServicesRLJ Financial Services, Inc.www.rljfinancial.com  See all of the 2020 “40 Under 40” honorees.

December 21, 2020 

Nicholas Pasquarosa, MST – 2020 20 Under 40 Honoree Founder and CEO, Bookkeeper360https://www.bookkeeper360.com

December 21, 2020 

Kari Hipsak, CPA, CGMA – 2020 40 Under 40 Honoree Senior Manager – Firm Services Association of International Certified Professional Accountantshttps://aicpa.org Career highlights: The ability to integrate topics which are personally meaningful has been a huge career highlight. Amid the conversations about technology taking over the profession, I’ve been able to discuss the importance of...…

December 21, 2020 

Hector Garcia, CPA.CITP, CGMA – 2020 40 Under 40 Honoree CEO, Quick Bookkeepinghttps://quickbooks-training.net/ See all of the 2020 “40 Under 40” honorees.

December 21, 2020 

Jose Zavala – 2020 40 Under 40 Honoree CEO/Founder – ZTX Advisorshttps://ztxadvisors.com President of the LatinX Training Centers. Director of US for Contabi Alliance, Xero Ambassador, 2021 NAHREP Houston Treasurer. Career highlights: June 2017 started my own firm.  Became a Local Xero Ambassador, achieved gold partner status with Xero, launched an accounting podcast, helped launch...…

December 21, 2020 

Liliana Dávalos, AFSP, CAA, BS – 2020 40 Under 40 Honoree Franchise Owner, Campos Enterprises Income Tax Servicehttps://campostaxservice.com Career highlights: Liliana started her career in taxation in 2002. She specializes in taxation for individuals and small businesses, specially to non-English speakers and newcomers to the country. Liliana partners with local governmental liaison     departments, local...…

December 21, 2020 

Alice Cheng, CPA – 2020 20 Under 40 Honoree CEO/Founder – TaxDrophttps://taxdropapp.com Career highlights: Alice Cheng, CPA graduated Rutgers Business School in 2015 and completed her CPA exams the summer before starting at Deloitte Tax LLP in International Tax, then at IAC/InterActiveCorp (parent company of many popular brands including Investopedia, Match.com, Vimeo, Care.com). In 2015,...…

December 21, 2020 

Kenneth Omoruyi, EA, CPA, MBT – 2020 40 Under 40 Honoree Managing Partner, CKO CPAs and Advisorshttps://ckous.com Career highlights: Earned a Master’s degree in Business Taxation from the University of Southern California, Leventhal School of Accounting. Prior to starting CKO, CPAs & Advisors, I worked for Schlumberger, the world’s largest oil field services company within...…

December 21, 2020 

Or Pikary, CPA, MSA – 2020 40 Under 40 Honoree Senior Manager, Mazars USA https://www.mazars.us

December 21, 2020 

Sholom Schochet, DBA, CPA, CFE – 2020 40 Under 40 Honoree Assistant Professor, City University of New York, Brooklyn Collegehttp://www.brooklyn.cuny.edu/web/home.php A beloved faculty member in the Brooklyn College Koppelman School of Business’ Accounting Department. Taught, mentored, and inspired well over one thousand students. Awarded with multiple prestigious awards from CUNY recognizing teaching excellence and the...…

December 21, 2020 

Joshua Lance, CPA, CGMA- 2020 40 Under 40 Honoree Managing Director, Lance CPA Grouphttps://lancecpa.com In addition to the work in his firm, Josh is also an adjunct faculty member at Northwestern University teaching accounting and entrepreneurship in the Farley Center for Entrepreneurship. The class that Josh co-teaches is designed for undergraduate students to learn about...…

December 21, 2020 

Preparing for the upcoming tax season is an important step in managing the professional liability risks associated with providing tax services. There are several steps firms can consider in planning for and delivering tax services. A few are noted below. Before the rush Busy season is, well, busy. A little bit of advance planning and...…