Accounting & Taxes News

Count on news about accounting and tax firms; payroll, tax and financial reporting software; recognition; personnel changes; taxation issues; partnerships; and thought leadership. Find out about financial management products and services for accountants, CFOs and small business owners.

Cade & Associates Announces Its List of Key Benefits of Tax Planning for Business Owners

Cade & Associates Announces Its List of Key Benefits of Tax Planning for Business Owners

Accounting firm Cade & Associates provides its list of the key benefits of tax planning for business owners. Tax planning is an essential part of managing a successful business. It can help reduce tax liability, improve cash flow, inform strategic decisions, avoid penalties, save money in the long term, and provide peace of mind. Cade & Associates offers tax planning to business owners. - November 19, 2023 - Cade & Associates

Workshoppes Co-Working, a Visionary Co-Working Space Concept, Opens in North Brunswick, New Jersey

Workshoppes co-working, a visionary co-working space concept for providing accessible convenient workspace, is delighted to introduce its space in the heart of City of North Brunswick, NJ. This much-needed venture aims to redefine the way professionals work, fostering creativity, collaboration, and... - November 15, 2023 - Workshoppes, Inc.

Forensic Accounting Firm Announces Clint Davis as New Shareholder

Forensic Accounting Firm Announces Clint Davis as New Shareholder

Sage Forensic Accounting, Inc., a forensic accounting firm based in Salt Lake City, Utah is proud to announce the promotion of Clint Davis to the position of shareholder with the firm. With over a decade of experience, Mr. Davis has deep knowledge of both litigious and non-litigious engagements. - November 02, 2023 - Sage Forensic Accounting, Inc.

Optimus Fintech Introduces Ledgers - A General Ledger Reconciliation Module, to Drive Efficiency and Transparency in Financial Close Cycles for Clients

Optimus Fintech Introduces Ledgers - A General Ledger Reconciliation Module, to Drive Efficiency and Transparency in Financial Close Cycles for Clients

Optimus Fintech Inc., a leading Saas platform for automating finance and payment back-office operations, announced Ledgers - a powerful general ledger reconciliation module designed to empower finance and accounting teams with unmatched precision in financial record-keeping, in-depth insights into... - November 02, 2023 - Optimus Fintech Inc.

Smart Accountants Announces a Free Live Webinar on Compliance Auditing – Certificate or Way of Working?

This webinar entails how Compliance Auditing is way more than just a part of a company's adherence to laws and how it is not merely a certificate that businesses need to avoid legal pitfalls. - November 02, 2023 - Smart Accountants

Shannon I. Shaw Honored as a Professional of the Year for 2023 by Strathmore’s Who’s Who Worldwide

Shannon I. Shaw Honored as a Professional of the Year for 2023 by Strathmore’s Who’s Who Worldwide

Shannon I. Shaw, ABV, ASA, MAFF, CBA, CVA, BVAL, ABAR of Cedar Rapids, Iowa, has been recognized as a Professional of the Year for 2023 by Strathmore’s Who’s Who Worldwide Edition for his outstanding contributions and achievements in the field of accounting. About Shannon I. - October 25, 2023 - Strathmore Worldwide

ezW2 2023 Has Been Approved to File Tax Forms for the Coming Tax Season

ezW2 2023 tax preparation software has just been released and approved to print W2 and W3 forms on plain white paper for the upcoming 2020 tax season. Try it at no cost or obligation by visiting halfpricesoft.com. - October 23, 2023 - Halfpricesoft

Practice Panda Brings Integrated Digital Services Approach to Tax & Accounting Space

Practice Panda Brings Integrated Digital Services Approach to Tax & Accounting Space

Mostad Marketing Cloud, Integer, and TaxVid, three leading solutions of digital services for tax and accounting professionals from Client Centric Communications, Inc., announced today that they are rebranding and merging into one solution called Practice Panda. This internal merger brings together years of expertise in marketing, website development, and video content creation specifically for tax and accounting firms. - October 17, 2023 - Client Centric Communications, Inc.

Moon Invoice Releases the Ground-Breaking Accounting Features

Moon Invoice has unveiled new accounting features, making it more versatile & functional for small business owners and contractors. Added a banking module allowing bank synchronization, transaction rules, and linking of accounts & credit cards. - October 15, 2023 - Moon Invoice - Easy Invoicing

Forensic Accounting Firm Announces Amber Brower Mortensen as New Shareholder

Forensic Accounting Firm Announces Amber Brower Mortensen as New Shareholder

Sage Forensic Accounting, Inc., is proud to announce that Amber Brower Mortensen has been elevated to a shareholder in the firm. - October 05, 2023 - Sage Forensic Accounting, Inc.

Neil H. Fishman Honored as a Professional of the Year for 2023 by Strathmore’s Who’s Who Worldwide

Neil H. Fishman Honored as a Professional of the Year for 2023 by Strathmore’s Who’s Who Worldwide

Neil H. Fishman, CPA, CFE, FCPA, CAMS of Boynton Beach, Florida, has been recognized as a Professional of the Year for 2023 by Strathmore’s Who’s Who Worldwide Edition for his outstanding contributions and achievements in the field of accounting. About Neil H. Fishman Neil H. Fishman... - October 04, 2023 - Strathmore Worldwide

New Jersey Association of Professional Mediators Seminar on November 3 Celebrates the Organization's 30th Anniversary with an Outstanding Lineup of Speakers and Panelists

The NJAPM Fall Conference features valuable information for all attendees about how to enhance their mediation practice with AI and expert advice to seek out when mediating. - October 04, 2023 - New Jersey Association of Professional Mediators

Arlieta I. Baldwin Selected as a Distinguished Honoree Member by P.O.W.E.R. (Professional Organization of Women of Excellence Recognized)

Arlieta I. Baldwin Selected as a Distinguished Honoree Member by P.O.W.E.R. (Professional Organization of Women of Excellence Recognized)

Arlieta I. Baldwin of Houston, Texas was chosen as a Distinguished Honoree Member for P.O.W.E.R.’s fall 2023 issue for her outstanding achievements and contributions in the field of accounting. As a valued member of P.O.W.E.R., Baldwin has received numerous other honors from the organization... - September 29, 2023 - P.O.W.E.R. Professional Organization of Women of Excellence Recognized

Just Released ezPaycheck Bundle Version Now Available to New Clients for 2023-2024

ezPaycheck payroll software 2023-2024 bundle version is now being offered to new clients for a limited time. Please visit halfpricesoft.com to download the no obligation trial version. - September 26, 2023 - Halfpricesoft

Bookminders Honored as a Top Workplace Two Years Running - Further Recognized as the Best in Efficient, Effective Work

Bookminders Honored as a Top Workplace Two Years Running - Further Recognized as the Best in Efficient, Effective Work

For the second year in a row, Bookminders has been designated a Top Workplace by the Pittsburgh Post-Gazette. The organization ranked 2nd out of 61 businesses in the small company category. Bookminders was further honored with a special award recognizing effective and efficient processes, standing out among 100 companies across all divisions. The company's performance also resulted in the award of every culture badge available through this assessment. - September 10, 2023 - Bookminders Pittsburgh

Arlieta I. Baldwin Chosen for Distinction Award for Fall 2023 by P.O.W.E.R. (Professional Organization of Women of Excellence Recognized)

Arlieta I. Baldwin Chosen for Distinction Award for Fall 2023 by P.O.W.E.R. (Professional Organization of Women of Excellence Recognized)

Arlieta I. Baldwin of Houston, Texas was selected for P.O.W.E.R.’s Distinction Award for fall 2023 for her outstanding achievements and contributions in the field of accounting. A distinguished member of P.O.W.E.R., Baldwin has received various other honors from the organization including... - August 23, 2023 - P.O.W.E.R. Professional Organization of Women of Excellence Recognized

Lanigan Ryan Named Inside Public Accounting Top 400 Firm

Lanigan Ryan has been named by Inside Public Accounting (IPA) as a Top 400 Firm for 2023. This is the third consecutive year that Lanigan Ryan has earned the honor of being named to this distinguished list. Each year, the top 400 accounting firms are selected using various criteria such as net... - August 23, 2023 - Lanigan Ryan, P.C.

NOTICENINJA Streamlines Email Communication with Office 365 Integration

NOTICENINJA Streamlines Email Communication with Office 365 Integration

“We welcome the Office 365 API into NOTICENINJA with open arms. This powerful communication and productivity feature allows for seamless collaboration for our users,” said Rick Pinkerman, CPO / Co-Founder at Notice Ninja. “This is something that we have been working on for a while to ensure our users have the best tools possible to perform their daily tasks with efficiency.” - August 21, 2023 - Notice Ninja, Inc.

CLM Advisors Continues Support of Bike MS: City to Shore Ride; September 30 & October 1, 2023

CLM Advisors Continues Support of Bike MS: City to Shore Ride; September 30 & October 1, 2023

Leading New Jersey-based fiscal advisory and accounting firm sponsors race for 3 consecutive years. - August 17, 2023 - CLM Advisors

Chris Swendseid Named Chief Executive Officer, Julie Brutch Named Chief Lending Officer and Diane York Named Chief Financial Officer of Meadows Bank

Meadows Bank is pleased to announce that Chris Swendseid has accepted the position of Chief Executive Officer (CEO), Julie Brutch has been named Chief Lending Officer (CLO) and Diane York is the new Chief Financial Officer (CFO). - August 16, 2023 - Meadows Bank

Accounting Business Solutions by JCS Reveals New Production and Warehouse Automation Recession-Proofing Strategies for U.S. Manufacturing and Distribution Companies

Accounting Business Solutions by JCS Reveals New Production and Warehouse Automation Recession-Proofing Strategies for U.S. Manufacturing and Distribution Companies

Continuing their outreach to small and midsize U.S. Manufacturing, Distribution, and Field Service businesses, Accounting Business Solutions by JCS will be offering three free “Distribution & Manufacturing Tips & Tricks” webinars August 15, 16, and 17 to help them stay competitive, profitable, and current. - July 27, 2023 - Accounting Business Solutions by JCS

Wigen Financial Services LLC, and Founder James R. Wigen Announces Name Change to Independent Financial Management LLC or IFM

Wigen Financial Services LLC, and Founder James R. Wigen Announces Name Change to Independent Financial Management LLC or IFM

Wigen Financial Services LLC, a registered investment advisor representative announced today that it has changed its name to Independent Financial Management LLC or IFM. Founder of IFM, James R. Wigen, changed the name to better represent the growth his company will experience with hiring new financial advisors, and did not want them growing their business under his last name. - July 24, 2023 - Independent Financial Management LLC

Charles Calloway and Associates Launches Financial Empowerment Program, Revolutionizing Women's Financial Literacy

Charles Calloway and Associates Launches Financial Empowerment Program, Revolutionizing Women's Financial Literacy

Charles Calloway and Associates, a leading financial advisory firm, is proud to unveil its innovative financial empowerment program exclusively designed for women. This initiative marks a significant milestone in the realm of women's financial literacy, aiming to revolutionize how women approach and engage with their finances. - July 07, 2023 - Charles Calloway

Accounting Business Solutions by JCS Shows Small to Midsize Businesses How Bookkeeping and Accounting Best Practices Help Cut Losses and Leverage In-House Resources

Accounting Business Solutions by JCS Shows Small to Midsize Businesses How Bookkeeping and Accounting Best Practices Help Cut Losses and Leverage In-House Resources

In an ongoing outreach to small and midsize U.S. Manufacturing, Distribution, and Field Service businesses, Accounting Business Solutions by JCS continues its Bookkeeping, Accounting, and Accounting Software Selection Best Practices initiative by showing the differences between bookkeeping and accounting and how each is distinctively essential to the business’ efficiency, solvency, profitability, and growth. - June 21, 2023 - Accounting Business Solutions by JCS

Notice Ninja Announces Partnership with isolved to Provide Streamlined Tax and Compliance Notice Solution

Notice Ninja Announces Partnership with isolved to Provide Streamlined Tax and Compliance Notice Solution

Notice Ninja, a leading provider of digital notice compliance software, is thrilled to announce its partnership with isolved, a renowned HR software and services provider. This collaboration aims to deliver a comprehensive solution for efficiently managing tax and compliance notices to isolved's... - June 15, 2023 - Notice Ninja, Inc.

Russell Bedford Fiduciaire Genève SA Sponsors Gonet Genève Open

Russell Bedford Fiduciaire Genève SA Sponsors Gonet Genève Open

Russell Bedford International’s Geneva, Switzerland member firm, Russell Bedford Fiduciaire Genève SA, was an official sponsor of this year’s Gonet Genève Open held in Geneva, Switzerland on 20 – 27 May 2023. The Gonet Genève Open returned to the Swiss city... - June 09, 2023 - Russell Bedford International

Arlieta I. Baldwin Honored as a Woman of the Month for June 2023 by P.O.W.E.R. (Professional Organization of Women of Excellence Recognized)

Arlieta I. Baldwin Honored as a Woman of the Month for June 2023 by P.O.W.E.R. (Professional Organization of Women of Excellence Recognized)

Arlieta I. Baldwin of Houston, Texas is honored as a Woman of the Month for June 2023 for her outstanding achievements and contributions in the field of accounting. Each month P.O.W.E.R. features women to represent their professions and industries due to their expertise and success in their chosen... - June 08, 2023 - P.O.W.E.R. Professional Organization of Women of Excellence Recognized

Rick Santella Honored as a Professional of the Year for 2023 by Strathmore’s Who’s Who Worldwide

Rick Santella Honored as a Professional of the Year for 2023 by Strathmore’s Who’s Who Worldwide

Rick Santella of Sicklerville, New Jersey has been named a Professional of the Year for 2023 by Strathmore’s Who’s Who Worldwide Edition for his outstanding achievements and contributions in the field of finance. About Rick Santella With over 40 years’ experience, Rick Santella... - June 07, 2023 - Strathmore Worldwide

Joshua Garvey Appointed as Grand Rapids Managing Shareholder of Beene Garter, A Doeren Mayhew Firm

Beene Garter, A Doeren Mayhew Firm, an affiliate of Michigan-based national accounting and advisory firm Doeren Mayhew, has named Joshua Garvey as the Grand Rapids managing shareholder. - June 07, 2023 - Doeren Mayhew

SubscriptionFlow Launches RetentionFlow, a Ground-Breaking Retention Application to Deflect Customer Churn

In the era of data-driven decision-making, businesses are increasingly relying on customer data and insights to gain a deeper understanding of consumers and enhance their competitive edge. Recognizing the growing need for retention management, SubscriptionFlow, a leading subscription and retention... - May 19, 2023 - SubscriptionFlow

PF Consulting Firm #1 Credentialing and Medical Billing Services of 2023

PF Consulting Firm: Empowering Healthcare Practices with Comprehensive Solutions - May 18, 2023 - PF Consulting Firm

Notice Ninja, Inc. Raises $2.75M in Seed Round

Notice Ninja, Inc. Raises $2.75M in Seed Round

Notice Ninja, Inc., a pioneering startup specializing in software as a service (SaaS) for digital notice compliance, is please to announce the successful completion of a seed funding round of $2.75M. - May 16, 2023 - Notice Ninja, Inc.

Solvency Now Offers Virtual Bookkeeping Services for Businesses of All Sizes

Solvency Now, a leading virtual bookkeeping service provider, is pleased to announce its comprehensive suite of virtual bookkeeping services for businesses of all sizes. The services include QuickBooks bookkeeping, accounting, financial analysis, and forecasting. - May 16, 2023 - Solvency Now Bookkeeping

Van De Mark Agency Announces New Financial Service to Help Business Owners Claim Accurate Employee Retention Tax Credit (ERTC)

Van De Mark Agency has announced a new financial service designed to help business owners accurately claim the Employee Retention Tax Credit (ERTC). The ERTC is a valuable source of cash for businesses that have been impacted by the COVID-19 pandemic, but many businesses have not been able to claim the full credit due to the complexity of the rules and the requirements for documentation. - May 01, 2023 - Van De Mark Agency

Notice Ninja, Inc. Announces Andrew Walsh as Chief Revenue Officer

Notice Ninja, Inc. Announces Andrew Walsh as Chief Revenue Officer

Notice Ninja, Inc., a leading innovator in digital notice compliance, is pleased to announce the appointment of Andrew Walsh as their new Chief Revenue Officer. With over 30 years of experience in sales, account management, and leadership, Andrew is poised to drive growth and revenue for the... - April 24, 2023 - Notice Ninja, Inc.

Trumbull CPA and Entrepreneur Creates New Holiday; #NationalBeanCountersDay is a Day of Celebration for Accountants

#NationalBeanCountersDay is the Only Holiday Just for Accountants - April 17, 2023 - Finance Office Partners

Accounting Business Solutions by JCS: As Featured in a Spring/Summer 2023 Issue of Forbes & Fortune

Accounting Business Solutions by JCS: As Featured in a Spring/Summer 2023 Issue of Forbes & Fortune

Accounting Business Solutions by JCS is proud to announce their feature in Forbes & Fortune’s special section, Extraordinary Women in Business: Detroit, which is dedicated to highlighting women in business throughout the US who display the entrepreneurial characteristics inherent in... - April 16, 2023 - Accounting Business Solutions by JCS

The Benefits of ERC Tax Credits = FREE MONEY for Small Businesses. Watch The Capital Playbook Podcast Show Episode 42 Premiere.

The Benefits of ERC Tax Credits = FREE MONEY for Small Businesses. Watch The Capital Playbook Podcast Show Episode 42 Premiere.

Do you like free money? Watch this week's episode featuring "Employee Retention Credit," with our guests Terry Bleistein and Jason Pratt. The ERC is a fully refundable tax credit available to businesses that were impacted by COVID-19. The total ERC benefit per employee can be up to $26,000. - April 13, 2023 - Pioneer Realty Capital

Occams Gets Awarded on the Fortunes America's Most Innovative Companies 2023 List

Occams Gets Awarded on the Fortunes America's Most Innovative Companies 2023 List

Occams Advisory Inc. has been awarded on the Fortune list of America’s Most Innovative Companies 2023. This prestigious award is presented by Fortune and Statista Inc., the world-leading statistics portal and industry ranking provider. The awards list was announced on March 29, 2023, and can... - March 29, 2023 - Occams Advisory

Lanigan Ryan Named a 2023 Regional Leader by Accounting Today

Lanigan Ryan has been named by Accounting Today as a capital region leader in the accounting industry. Each year, Accounting Today gathers data from participating public firms from across the country to rank the top firms and regional leaders in the accounting industry. These top firms are chosen... - March 27, 2023 - Lanigan Ryan, P.C.

Accounting Business Solutions by JCS Builds on Momentum of WBENC Expo and Sage 100 with All Things Manufacturing and Inside/Outside Sales CRM Software Tools Webinars

Accounting Business Solutions by JCS Builds on Momentum of WBENC Expo and Sage 100 with All Things Manufacturing and Inside/Outside Sales CRM Software Tools Webinars

Spotlighting the solutions that Sage 100 brings to mid-size manufacturing and distribution companies, Accounting Business Solutions projected a large presence at the 2023 WBENC “Momentum” Expo in Nashville, TN. - March 24, 2023 - Accounting Business Solutions by JCS

Author Richard Hanson’s New Book, “You Paid for this Program,” Explores Where Taxpayer Money is Allocated, Enlightening Readers to Some Important Tax-Funded Programs

Author Richard Hanson’s New Book, “You Paid for this Program,” Explores Where Taxpayer Money is Allocated, Enlightening Readers to Some Important Tax-Funded Programs

Recent release “You Paid for this Program,” from Page Publishing author Richard Hanson, is a fascinating work that offers useful information about how tax dollars are distributed. - March 16, 2023 - Page Publishing

New Tax Law Could Destroy Innovative Small Businesses and Block Innovation

Over 500 CEOs and Small Business Leaders Sign Letter to Congress Urging Immediate Action to Protect US Innovation - March 14, 2023 - Eva Garland Consulting

Protect Your Retirement from Higher Taxes and Falling Markets in New Webinar Series from ETFguide

Protect Your Retirement from Higher Taxes and Falling Markets in New Webinar Series from ETFguide

Live series will prepare attendees with little known strategies for combating higher taxes, Social Security shortfalls, long-term care and retirement issues. - March 07, 2023 - ETFguide, LLC

Lincoln Pawn Announced Updated Inventory for Tax Refund Savings

Lincoln Pawn Announced Updated Inventory for Tax Refund Savings

Tax return checks and deposits are starting to come in. Lincoln Pawn announced that they updated their retail inventory so customers can make purchases and save money on needed items. - March 01, 2023 - Lincoln Pawn Shop

Smyrna Pawn Announced Updated Inventory for Tax Return Specials

Smyrna Pawn Announced Updated Inventory for Tax Return Specials

People will start receiving tax returns. Smyrna Pawn announced they updated their inventory to include pre-owned items that will help get people what they need and want. - March 01, 2023 - Smyrna Pawn

Retirement Announcement and Appointment of New President of Firm

Retirement Announcement and Appointment of New President of Firm

Derk G. Rasmussen retired from the firm after 38 years of service in the field. In anticipation of Derk’s retirement, Daniel T. Rondeau was elected by the Board of Directors to serve as the President of Sage. Mr. Rondeau is a forensic accountant with more than 22 years of experience in the industry and was one of the individuals involved in the founding of Sage. - February 24, 2023 - Sage Forensic Accounting, Inc.

Accounting Business Solutions by JCS Paves the Way for Small to Midsize Businesses to Affordably Automate, Integrate, and Innovate with Sage 100 Accessories

Accounting Business Solutions by JCS Paves the Way for Small to Midsize Businesses to Affordably Automate, Integrate, and Innovate with Sage 100 Accessories

As they continue to set the pace for small to midsize manufacturing, distribution, and field service companies to transition from manual processes to integrated, automated processes, Accounting Business Solutions by JCS has published a comprehensive online resource spotlighting an array of customized Sage 100 accessories tailored to fit each company’s specific needs. - February 17, 2023 - Accounting Business Solutions by JCS

James J Travers LLC Changes Its Name to Blue Marlin Accounting

James J Travers LLC Changes Its Name to Blue Marlin Accounting

Public Notice Fictious Business Name Statement - February 15, 2023 - Blue Marlin Accounting

Eliminate 1095 & 1094 ACA Form Filing Errors with ez1095's New XML Validation Feature

Eliminate 1095 & 1094 ACA Form Filing Errors with ez1095's New XML Validation Feature

In house ez1095 software helps businesses and tax professionals file ACA forms 1094 and 1095 in time. The new XML file validation feature allows clients to file their ACA forms accurately and confidently, eliminating the risk of errors. Try ez1095 free at halfpricesoft.com. - February 09, 2023 - Halfpricesoft

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