Tax season review: Leverage technology for success



David Crumbaugh
CPA & Managing Partner, Rick C. Reed & Company, PLLC
Frank Stitely
CPA Partner, Stitely & Karstetter, PLLC
Peter Mayolo
Mayolo CPA, Mayolo & Associates LLC
Amy Payne
Sr. Solutions Consultant at Thomson Reuters

How can technology improve your tax season workflow?

With tax season behind us, it's an ideal time to address the challenges you faced this year and convert them into opportunities for growth. Amidst rising client demands and the ever-evolving tax landscape, firms are seeking innovative solutions like generative AI to enhance efficiency and navigate the complexities of future tax seasons.

This roundtable will provide expert analysis and key takeaways, including:

  • Insights into the pivotal role of technology in driving success during tax season
  • Strategies for leveraging generative AI and other innovative solutions to enhance efficiency and productivity
  • Action items to help turn challenges into growth-oriented opportunities and thrive in the evolving tax landscape

Don’t miss out on this opportunity to see how firms like yours handled many common challenges during tax season and how you can leverage technology for success.

  • David Crumbaugh

    CPA & Managing Partner, Rick C. Reed & Company, PLLC

    David A. Crumbaugh is a longtime CPA, entrepreneur, and sought-after speaker on tax, business development, and strategic alliance relationship development. He is the managing partner of Rick C. Reed & Company, PLLC, with offices in San Marcos and Belton, Texas. Over his 30 years in the accounting profession, he has assisted clients with tax compliance, tax strategies, and IRS and state audits. David has written and conducted several CPE classes that have been presented to staff and public accountants across the state and the country. His keynotes and workshops on business development and strategic alliance strategies for business professionals across the country are in demand.

  • Frank Stitely

    CPA Partner, Stitely & Karstetter, PLLC

    Frank Stitely, CPA, is a Member, Partner, and Small Business Advisor at SK CPAs. He received his Bachelor’s in Business Administration from Clarion University of Pennsylvania, graduating summa cum laude. He is active with the Association of Independent Certified Professional Accountants, the Maryland Society of Accountants and Tax Preparers, the Virginia Society of CPAs, and the National Association of Certified Valuation Analysts. Additionally, Frank volunteers with Christian Relief Services, serving on the board as the Audit Committee Chair. He and his wife have four daughters and live in Ashburn, Virginia. Outside of work, Frank enjoys reading, investing, racquetball, and fitness. When asked if what his wife says about him is true — that he thinks about business in the bathroom each morning — he says, “Guilty as charged, your Honor.”

  • Peter Mayolo

    Mayolo CPA, Mayolo & Associates LLC

    Peter is the owner of Mayolo & Associates LLC, a small business advisory firm with five full-time staff members in-house and two additional remote staff members in other states. Mayolo & Associates primarily operates in southwestern Pennsylvania but services clients in many states. The firm's rapid growth can be attributed to the use of Practice Forward techniques and the implementation of new industry technologies.

  • Amy Payne

    Sr. Solutions Consultant at Thomson Reuters

    Amy specializes in helping firms adopt tax workflow solutions. Her background in training and consulting, enriched by over 23 years of industry experience, enables her to pinpoint the most suitable solutions for our clients.

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