John Sapp is the chief revenue officer at Drake Software, one of the largest professional tax software companies in the nation. As a certified public accountant since 1987, he has considerable experience in public and private accounting for the technology industry.
Practice management & professional standards
Many firms across the country have begun to abolish requirements for high-hour workweeks during busy season. Here’s how they are doing it.
The AICPA released proposed revisions to the SSTSs for public comment on Monday. The proposal includes new standards on data protection, reliance on tools, and representation of clients before taxing authorities.
A downloadable booklet describes the Gramm-Leach-Bliley Act’s safeguards rule and includes a template for a firm’s required written information security plan.
CPAs assess how their return preparation products performed.
Bonus: The percentages for all products, including a breakdown of their usage among firms ranked by ranges of numbers of preparers, in the 2022 tax software survey.
Catherine Tindall is the founder of Dominion Enterprise Services. She specializes in advanced tax reduction and works with customers to help them save money on taxes while advancing their wealth-building and life goals. She is enthusiastic about helping clients reduce their overall tax burden through proactive strategies and advising.
Three CPAs discuss the importance of planning to have a debrief after an intense period of work, whether tax season or a busy sales cycle, in this podcast with transcript.
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Bonus: The percentages for all 13 products, including a breakdown of their usage among firms ranked by ranges of numbers of preparers, in the 2021 tax software survey.
See how the brands compare in CPAs’ annual assessment of their tax preparation programs.
The skills and ingenuity the accounting profession showed in reacting to the pandemic can be applied proactively with a new type of competition.
Now that most taxpayers may obtain an identity protection personal identification number, should they?
CPAs must understand the significant risk that emanates from “too good to be true” tax strategies even if they “just make introductions,” provide tax consulting services, or prepare returns that reflect these strategies.
CPAs share their thoughts on how to help clients through changes in households.
Learn what CPA firms can do (and should not do) to assist those defending tax professionals against professional liability claims.
Firms need to have technology in place to enable virtual interactions with clients.
Alistair M. Nevius, J.D., editor-in-chief, tax -- AICPA Magazines & Newsletters, discusses results of the annual tax software survey.
CPA tax preparers take stock of an indispensable tool of the trade.
Bonus: The percentages for all 13 products, including a breakdown of their usage among firms ranked by ranges of numbers of preparers, in the 2020 tax software survey.