In this issue

what-is-cloud-hosting11_11292648

December 8, 2016 

Hosting Solutions for Accounting Firms

A simple reminder to get you started: all of these products scan, incorporate from a portal or from pictures snapped on client’s cell phones all of the documents for a 1040 tax return. They tend to sort them in tax preparer/IRS form order in a PDF ...

Randy Johnston

 5 Year-End Tax Tips for 2016

December 2, 2016 

5 Year-End Tax Tips for 2016

It’s that time again. It’s the second half of the fourth quarter of the year ─ time for cooler weather, the holidays, and year-end tax planning. If you have a crystal ball, or you have engaged the services of Karnack the Magnificent, read no further ...

Dave DuVal

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November 17, 2016 

The Basics of Sales Tax Filing for Small Businesses

The rules and procedures for filing sales taxes are completely individual to each state. So it’s imperative to find out what the rules and processes are for each state where you are collecting sales taxes. For those specifics, you can turn to our ...

Scott Peterson

Technology 21 1  54bfe611dadbc

November 17, 2016 

8 Rules for Effective Technology Management

The ongoing war for talent, coupled with the rapid advancement of technology, is fueling exponential growth in the importance of technology. It creates a challenge and an opportunity. From the challenge side, we are already being forced to do more ...

Jim Boomer

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November 17, 2016 

Year-End Payroll and Tax Reporting Tips

As the end of 2016 inches near, there are many things that employers or their financial service providers must do to stay in compliance with state and federal reporting regulations. These tips serve as a reminder, and can also help streamline ...

Isaac M. O'Bannon

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November 17, 2016 

2016 Review of Client Portals for Accounting Firms

Although accounting firms have typically used email to send files to their clients, stricter confidentiality requirements and difficulty in transmitting large files have made email usage difficult, if not impossible in most situations. Portals offer a ...

Mary Girsch-Bock

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November 17, 2016 

Apps We Love – Tech for the Holidays!

It’s holiday season, and whether you are celebrating family, religion, tradition, or just counting on some time off before busy season, these apps will help you through the days ahead. Get organized, plan menus, stay on top of your gift giving ...

Gail Perry

purpose 1  582371cdb5b23

November 17, 2016 

What is Your Purpose?

How much better do you feel when you have set a goal and can see that goal being accomplished, as opposed going through the motions of trudging to work, sitting at a desk, moving papers around, entering numbers on screens, footing and checking ...

Gail Perry

payroll tax 1  580fa7fd2df71

October 27, 2016 

The Pros and Cons of Payroll Taxes

First of all, the payroll tax base is very broad. Payroll taxes apply to all wages and salaries up to a cap of $118,500, which nearly 83% of wages and salaries fall under. Furthermore, unlike the personal income tax, payroll taxes do not include ...

John Olson