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Ceterus has debuted Ceterus Tax, a managed tax service for small businesses.
January 11 -
RPR Partners LLP, a tax advisory firm in San Diego, has joined Ernst & Young LLP, EY said Tuesday.
January 9 -
Happy Tax, a growing tax franchise, has opened a new tax preparation division aimed at the burgeoning cryptocurrency market.
December 21 -
Use this time of year to do some casual research.
December 6
Abrigo -
Yelp Inc. can’t shield the identify of an anonymous reviewer who posted allegedly defamatory statements about a tax preparer.
November 14 -
Last week I conducted a breakfast meeting of the Withum Partners’ Network and I was asked a question that was not answered, so I’ll answer it in this column.
November 13
Withum -
CPAs know it is imperative to refer clients to third party consultants for various issues that require deep specialization in an area of tax. In many ways, these specialty tax firms act as an extension of your team and require coordination to deliver results that often have a material impact on a tax return.
November 3
KBKG, Inc. -
House Republicans say they’re determined to simplify the U.S. tax code. A long-awaited provision in the massive tax bill they unveiled Thursday, a special rate for “pass-through” businesses, could do exactly the opposite.
November 3 -
A few months ago I suggested that becoming an expert generalist as a niche was a possible career track for someone in a larger firm. I received a lot of feedback that caused me to rethink the column, and I have.
October 30
Withum -
The first of two articles on the draft tax forms and instructions for the 2017 tax year released by the IRS.
October 20
Thomson Reuters Checkpoint -
Many accountants have just completed their “second” tax season finalizing the extended returns, and life must go on.
October 16
Withum -
The Internal Revenue Service is offering tax relief to victims of Hurricane Maria in Puerto Rico, along with victims of the other recent monster storms, Harvey and Irma.
September 26 -
Liberty Tax said Wednesday its board terminated founder John Hewitt as the tax preparation chain’s CEO on Tuesday.
September 6 -
Happy Tax has acquired Opportunity Tax and Insurance, a franchise network of eight storefront tax preparation and insurance sales offices in North Carolina, Georgia and Florida, and announced a partnership Monday with Santa Barbara Tax Products Group, a subsidiary of Green Dot, to provide refund advances and refund transfers.
August 28 -
Hilderbrand & Clark, a CPA firm based in San Ramon, Calif., disclosed it detected unauthorized access to its computer systems from abroad while filing tax returns.
August 25 -
Accountants may be extremely comfortable offering expertise on tax-related savings or advice on expense and cash management, but they may be less accustomed to steering clients to take specific steps to grow revenue.
August 24
Abrigo -
An NAEA survey reveals the most common reasons taxpayers receive CP2000 notices.
August 24 -
I do not believe the problem is how to manage the millennials; rather it is the myopic firm managers who need better management techniques.
July 31
Withum -
Almost every job has a value to the client. Try to uncover this and price the job, considering that value.
June 19
Withum -
A federal district court has ruled in favor of tax preparers who filed a class-action lawsuit against the Internal Revenue Service over its right to charge fees for Preparer Tax Identification Numbers, and the IRS may need to refund hundreds of millions of dollars in fees collected each year.
June 5










