Tax & Accounting Blog

Need to Know

Need to Know

Integrating Checkpoint® with UltraTax CS® Puts the Information You Need Right Where You Need It Timothy D. Evans, CPA, MS Tax, has been a tax and accounting professional since 1981, so he remembers when online information searches were in their infancy. “They were expensive and rudimentary,” says Evans, the tax partner at Vicenti, Lloyd & … Read More

Forward-Thinking Firm

Forward-Thinking Firm

[Image ©Eric Millette] Chris Coggins had a new-client presentation to give on behalf of his firm, The Tax Office, Inc., but he didn’t get a chance to prepare for it. Then he remembered the Practice Forward™ materials he’d been given at a Thomson Reuters Partner Summit in 2015. Using the materials, Coggins developed a proposal … Read More

Using the ACA to Your Advantage

Using the ACA to Your Advantage

The passage of the Affordable Care Act (ACA) has brought major change to the accounting profession as individuals and companies are increasingly turning to accountants and tax preparers for help in complying with new health care mandates and understanding health insurance decisions. As a tax practitioner, it is now your job to not only verify … Read More

Are Accountants Keeping Pace with Today’s Consumer?

Are Accountants Keeping Pace with Today’s Consumer?

Almost overnight, mobile devices, the cloud and social media have created massive changes in consumer behavior and expectations. With the surge of user-friendly conveniences like Amazon® same-day delivery, Apple Pay™ and Uber, there is no question that today’s consumers are constantly connected, community-oriented, and design-conscious—not to mention impatient. Not only do these consumer behaviors describe … Read More