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Isaac M. O'Bannon

Managing Editor

isaac.obannon@cpapracticeadvisor.com

Isaac M. O'Bannon is the managing editor and digital content manager for CPA Practice Advisor (www.CPAPracticeAdvisor.com), drawing on two decades of experience covering the areas of professional accounting, taxation, business productivity and consumer technologies. Prior to CPA Practice Advisor, O'Bannon was a consultant at firms in San Francisco, Denver and Tulsa, serving clients that included Logitech, Polycom, Hilti, Microsoft, the Stanford Research Institute, the University of Oklahoma's College of Engineering and other technology leaders. He is a U.S. Navy veteran. Email: isaac.obannon - @ - cpapracticeadvisor.com

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2015 Review of GruntWorx Organize, Populate and Trades

GruntWorx offers a completely web-based tax automation solution that helps firms create an editable and annotatable PDF tax binder out of their client’s scanned-in paper source documents.

Software

2015 Review of SurePrep 1040SCAN

SurePrep is the most experienced in this market and has been offering tax automation services for more than a decade. The system’s automatic population features integrate to fill out client tax returns in many professional tax systems, and the company ...

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Software

2015 Review of Thomson Reuters UltraTax CS Source Document Processing

Source Document Processing is an optional tax document workflow and automation system for users of UltraTax CS and FileCabinet CS, providing a web-based system that helps organize client tax source documents into PDF workbinders and uses optical ...

Technology

Streamlining Tax Preparation: 2015 Review of Tax Document Automation Systems

When preparing client tax returns for any type of entity, accurate data is obviously a necessity, but finding ways to streamline it, and even improve accuracy, is the goal of tax document automation systems. While there are several such programs on the ma

Benefits

Why Florida Leads Nation in ID Theft Income Tax Refund Fraud: IRS Cracking Down

Florida has been in the news a lot recently, and probably not for reasons that promoters of the Sunshine State would prefer. The spotlight is because hundreds of people have been arrested over the past year for identity theft crimes that involved filing bogus income tax returns for thousands of taxpayers, and then having the refund checks sent to the criminal. And more than 33,000 Florida residents have claimed identity theft in the past year.

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Accounting

CPA Practice Advisor Announces 2015 "40 Under 40" Accounting Professionals

This year’s 40 Under 40 honorees are among the best and brightest talent in the accounting profession. They are all active in the professional community, as well as in their local communities, where many are small business owners and employers.

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Income Tax

Most CPAs Surveyed Had Tax Clients Affected by ID Theft

Resolving issue for clients with IRS often proved difficult, according to AICPA.

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Income Tax

Accounting and Tax Professionals Urge Congress to Pass Tax Practitioner Bill of Rights

The National Society of Accountants (NSA) has sent a letter to all Members of Congress urging them to enact legislation to support the “Tax Practitioners Bill of Rights,” which NSA issued on June 16, 2015.

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Financial Planning

New Guide Helps Americans Handle the Financial Consequences of Natural Disasters

Safeguarding one’s finances in case of a catastrophic event is an often overlooked aspect of disaster preparedness. To help people mitigate potential damages and lessen the financial blow of a disaster, The American Institute of CPAs (AICPA), American ...

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Accounting

New API Helps Integrate Accounting System with Nonprofit Church and Charity Software

Specifically, the API is designed to connect with software providers that offer donor management software, church management software, online donation platforms, or payroll software.

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Accounting

Thomson Reuters Issues Special Report for Financial Audits of School Districts

Thomson Reuters has released a special report on school district auditing to address the unique characteristics of planning and performing audits for public school districts and provides tips to help professionals perform effective and efficient school...

Auditing

IRS Has Material Weakness in Internal Controls Over Unpaid Tax Assessments