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
How to go easier on staff during busy season
Many firms across the country have begun to abolish
requirements for high-hour workweeks during busy
season. Here’s how they are doing it.
Proposed revisions to the AICPA tax standards
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.
Guide released for tax pros’ information security plan
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.
2022 tax software survey: Shares of respondents and product and company information
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.
2022 tax software survey
CPAs assess how their return preparation products performed.
Ask the expert: The value of tax advisory services
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.
Why a busy-season debrief has value, and why it’s not just for tax teams
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.
IRS launches ‘Tax Pro Account’ feature
Online submissions of POAs and client account authorizations are processed automatically.
2021 tax software survey: Shares of respondents and product and company information
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.
2021 tax software survey
See how the brands compare in CPAs’ annual assessment of their tax preparation programs.
Energize your practice with a tax innovation challenge
The skills and ingenuity the accounting profession showed in reacting to the pandemic can be applied proactively with a new type of competition.
Avoiding fallout from aggressive tax strategies
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.
Time to opt in for an IP PIN?
Now that most taxpayers may obtain an identity protection personal identification number, should they?
How CPAs can help clients combining households during the pandemic
CPAs share their thoughts on how to help clients through changes in households.
Expert advice on defending tax and other claims
Learn what CPA firms can do (and should not do) to assist those defending tax professionals against professional liability claims.
Going virtual with client communications
Firms need to have technology in place to enable virtual interactions with clients.
2020 tax software survey
CPA tax preparers take stock of an indispensable tool of the trade.
2020 tax software survey: Shares of respondents and product and company information
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.
Tools to help nonfilers receive economic impact payments
The IRS provided information and tools that tax practitioners can use to inform individuals who are eligible to receive economic impact payments but did not receive one automatically.
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Smart Strategies in Data Security and Risk Management
In an increasingly digital profession, data security has become one of the most critical challenges facing finance and accounting professionals today. Stay up to date with practical guidance to help you mitigate these risks and strengthen your security posture.