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November 16, 2015 

2015 Review of SurePrep 1040SCAN

SurePrep is the most experienced in this market and has been offering tax automation services for more than a decade. The system’s automatic population features integrate to fill out client tax returns in many professional tax systems, and the company ...

Isaac M. O'Bannon

 Tax Preparers Must Renew PTINs by Dec. 31

November 16, 2015 

Tax Preparers Must Renew PTINs by Dec. 31

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.

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November 11, 2015 

2015 Review of SmartVault

Ideal for QuickBooks users, SmartVault offers accounting firms and other businesses both a fully-functional portal, as well as online document storage capability. A free plug-in allows QuickBooks users to attach documents and notes to QuickBooks ...

Mary Girsch-Bock

RTRP

November 11, 2015 

AICPA Scores Victory Over IRS Regulatory Program

As part of the ongoing battle between the AICPA and the IRS over the right to impose continuing education (CE) and other requirements on tax return preparers, an appellate court in our nation’s capital has overturned the district court’s decision ...

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November 8, 2015 

If SaaS Won’t Do It, What About Cloud Hosting?

Software as a Service (SaaS) is making great progress. However, if you can’t solve your business needs with all SaaS tools, and you want to live in the cloud, how do you do that? We’ve discussed in prior columns the advantages of private cloud and ...

Randy Johnston

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November 6, 2015 

3 Tactics to Reduce Tax Season Stress

Tired of 80-hour work weeks? Frustrated that your staff doesn’t want to be held accountable? Stressed about stressing next tax season? As part 1 of a series on “Building your Tax Season,” I wanted to share with you a couple of steps you can take today ...

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November 3, 2015 

5 Questions for Nonprofit Leaders

The most valuable assets of any organization with a purpose – whether it’s for-profit or not-for-profit – are its people, and that’s why hiring is so important. When screening candidates, who may become part of your work culture, however, there are ...

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November 3, 2015 

Nonprofit Accounting Insights & Analysis Survey Shows Challenges

More than half of nonprofit accounting professionals recently surveyed said they struggle with reporting non-financial performance data. Overall majority don't enjoy the automation of reporting with 73% spending up to 5 hours a week manipulating data outs