Tax Needs Digital-Age Toolsets for Digital-Age Problems
The tide turned during the pandemic. Flood gates are buckling as it becomes clear that the need for action around technology and digitalization is now urgent and imperative. We see it happening across our contacts and network, and the big service providers, speciali... Geoff Peck
Crypto Tax Tech Tools To the Rescue?
What is a crypto tax tool? For the purpose of this article, a cryptocurrency tax tool is defined as a software program designed to assist taxpayers and tax professionals with the often onerous job of calculating gains, losses, and other tax implications associated... Andy Frye, EA; Joshua Azran, CPA
Tax Appointment Worksheet
The Tax Appointment Worksheet is a tool to help you gather the needed information for new and returning clients for the 2016 tax year. This year’s worksheet has been enhanced to reflect the changes in tax law. Now that the American Opportunity Credit is permanent, the need for the proper Form 1098-T and the educational expense evidence is increasingly crucial. Type of plan Amount of contribution Form 1099-... Mary Mellem, EA