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.
Profit Edge Rebrands as Profit Edge Tax to Eliminate Brand Confusion and Clarify Focus
Profit Edge has rebranded as Profit Edge Tax to eliminate confusion with similarly named companies and clearly reflect its focus on serving tax professionals and tax business owners. The name change reinforces the company’s commitment to helping tax firms improve operations, evaluate technology, and increase profitability. - December 16, 2025 - Profit Edge Tax
Michael E. Zielinski Named an Influential Business Professional for 2026 by Strathmore's Who's Who Worldwide Publication
Michael E. Zielinski of Mount Prospect, Illinois, has been chosen as an Influential Business Professional For 2026 by Strathmore's Who's Who Worldwide for his outstanding accomplishments in government. About Michael E. Zielinski Michael E. Zielinski has dedicated over four decades to serving the U. - December 12, 2025 - Strathmore Worldwide
New MTD Security Framework Includes 60-Point Checklist for Practitioners
Ex-Capium Founder Publishes New MTD Security Framework Ahead of 2026 Income Tax Rollout New compliance guide addresses critical security gaps in HMRC's Making Tax Digital guidance - free security checklist available for UK accounting firms. As Making Tax Digital (MTD) for Income Tax Self... - December 10, 2025 - PPCS
Acenteus CCA Global Ltd Introduces Tech Enabled Outsourced Accounting Support for UK Firms
Acenteus CCA Global Ltd announces the launch of its cloud enabled outsourced accounting and finance services for UK accountants, audit firms, and growing businesses seeking reliable compliance and back office support. - December 05, 2025 - Acenteus CCA
Restaurant Owners Warned: New Year-End Tax Assessment Reveals $15K+ in Missed Savings
The Restaurant CPAs have released a free Restaurant Tax Risk Assessment to help operators uncover $15k+ in missed savings before Dec. 31. Built with leading restaurant accounting expert Adam Berebitsky, the tool reveals overlooked credits, tip-related tax issues, depreciation opportunities, and other common blind spots. Owners get a quick, personalized report showing their risk level and where savings may exist. - December 03, 2025 - The Restaurant CPAs
TheCalcoloIVA.com Launches New Free Tax Tools for Freelancers and Businesses
TheCalcoloIVA.com has launched a complete suite of free, easy-to-use online tools designed to simplify tax calculations for freelancers, professionals and small businesses. - December 03, 2025 - TheCalcoloIVA.com
SmallBiz Ledger Announces Official Launch, Bringing Modern, Reliable Accounting Support to Small Businesses Nationwide
SmallBiz Ledger, a new accounting services firm dedicated to supporting small businesses across the United States, today announced its official launch. The company offers comprehensive bookkeeping and accounting solutions designed to help entrepreneurs maintain financial clarity, operational... - December 02, 2025 - SmallBiz Ledger
My Income Tax Refund Inc. Expands Services to Simplify the Tax Refund Process for Americans Nationwide
My Income Tax Refund Inc., based in Houston, TX, simplifies the tax filing process with fast, accurate, and secure refund services for individuals and businesses nationwide. Using expert tax professionals and advanced technology, the company helps clients maximize refunds while reducing stress. - November 23, 2025 - My Income Tax Refund Inc
Fuada Zena Velic Honored as a Woman of the Month for October 2025 by P.O.W.E.R. (Professional Organization of Women of Excellence Recognized)
Fuada Zena Velic of Jacksonville, Florida has been recognized as a Woman of the Month for October 2025 by P.O.W.E.R. (Professional Organization of Women of Excellence Recognized). This prestigious distinction acknowledges her outstanding contributions and achievements in the field of financial... - November 19, 2025 - P.O.W.E.R. Professional Organization of Women of Excellence Recognized
Breakwater Accounting & Advisory Launches Dedicated Private Client Segment
Breakwater Accounting & Advisory is excited to announce the official launch of its Private Client Segment, a specialized division designed to serve high-net-worth individuals, family offices, and closely held entities with a tailored, confidential, and comprehensive approach to financial... - November 12, 2025 - Breakwater Accounting + Advisory
Antravia LLC Launches New VAT Reclaim Service for US Businesses Covering the EU, UK, and Beyond
Antravia LLC has launched a Global VAT Reclaim Service helping businesses recover VAT and GST paid abroad on hotels, trade fairs, and supplier invoices. Covering the EU, UK, UAE, and beyond, the service turns unclaimed tax into working capital through expert filing, compliance, and refund management, enabling companies to reclaim 10–25% of international expenses. - October 31, 2025 - Antravia Advisory
OCRA and Multipli to Join Forces and Expand Offerings for Restaurants
OCRA will acquire The Multipli Group’s bookkeeping division effective December 1, 2025, expanding its reach to nearly 400 restaurants. The two firms will also form a strategic partnership to enhance CFO and advisory services. This move brings top talent to OCRA, strengthens its R365 expertise, and offers clients a seamless blend of bookkeeping and strategic financial support tailored to the restaurant industry. - October 30, 2025 - On Call Restaurant Accounting
Rachel Farris, CPA, Shares Vision for the Future of Accounting in Accounting Today — Highlighting Technology, Mentorship, and Entrepreneurship as Keys to Solving the Tale
Tax Stack AI, a technology company redefining how accounting professionals leverage artificial intelligence, is proud to announce that its founder and CEO, Rachel Farris, CPA, has been featured in Accounting Today with an article titled “Fixing the Accounting Pipeline: Technology, Mentorship,... - October 26, 2025 - Rachel Farris, CPA
Rachel Farris Featured on CPA Practice Advisor’s Leaders of the Ledger Podcast: How Gen Z is Transforming the Accounting Profession
Rachel Farris, CPA and founder of Tax Stack AI, was recently featured on the Leaders of the Ledger podcast by CPA Practice Advisor in an episode titled “Gen Z Is Reshaping the Profession.” The conversation explores how a new generation of accountants is redefining the future of the... - October 14, 2025 - Rachel Farris, CPA
Michael E. Zielinski Chosen as a Professional of the Year for 2026 by Strathmore's Who's Who Worldwide Publication
Michael E. Zielinski of Mount Prospect, Illinois, has been chosen as a Professional of the Year For 2026 by Strathmore's Who's Who Worldwide for his outstanding accomplishments in government. About Michael E. Zielinski Michael E. Zielinski has served the U.S. Government for over 40 years. - September 30, 2025 - Strathmore Worldwide
CEO of ERPS Group, Ella Rivkin, Featured in Authority Magazine for Inspiring Leadership in Finance and Business Advisory
Ella Rivkin, CEO of ERPS Group, was featured in Authority Magazine sharing “5 Things You Need to Create a Highly Successful Career as a Woman Financial Planner.” From arriving in the U.S. with $100, to building a thriving advisory firm, she highlights self-belief, growth, mentorship, and giving back as keys to success. Her story inspires entrepreneurs to align financial freedom with resilience, purpose, and impact. - September 25, 2025 - ERPS Group
GormanSquared’s The Electronic Guardian Unveils Expanded Functionality to Secure Financial and Critical Personal Documents
GormanSquared, LLC, a digital security and estate management company, has expanded its flagship product, The Electronic Guardian's Digital Vault, to include dedicated sections for taxes and critical identification documents. The update aims to provide a more comprehensive solution for users to... - September 25, 2025 - Gorman Squared LLC
Final Day for ITR Filing: N Pahilwani & Associates Urges Taxpayers to File Before Midnight to Avoid Penalties
The Vadodara-based CA firm reminds individuals and businesses that the September 15 deadline is firm, with no extensions announced. - September 24, 2025 - N Pahilwani & Associates
Dick Bransford Joins Team at Merit Investment Bank as Managing Director
McGavock Dickinson (“Dick”) Bransford, CM&AA joins as Managing Director at Merit Investment Bank. Dickinson Bransford is a trusted investment banker with over two decades of M&A and capital markets experience, advising technology-driven and innovation-focused companies across... - September 21, 2025 - Merit Investment Bank
Occams Advisory Simplifies India Hiring with Employer-of-Record Service for American Companies
Occams Advisory Inc. has launched its Employer-of-Record (EOR) services in India, enabling U.S. businesses, particularly MSMEs, startups, and scaling companies, to hire and manage employees in India without setting up a local entity. Acting as the legal employer in India, Occams handles payroll, tax, statutory compliance, benefits administration, and labor law adherence, while clients control day-to-day work. This solution addresses the complexity of India’s labor regulations, providing faster a - September 15, 2025 - Occams Advisory
Trinity Accounting Practice Celebrates 22 Years Supporting Small Businesses, Non-Profits, and Local Communities in Beverly Hills
Trinity Accounting Practice, established in 2003, marks 22 years of providing accounting, bookkeeping, tax return, business consulting, and VCFO services. Based in Beverly Hills NSW, the firm supports small businesses, non-profit organisations, and professionals with practical financial solutions, compliance expertise, and personalised service. - September 11, 2025 - Trinity Accounting Practice
Stokes Family Office Welcomes Daniel Becker as Managing Director
Stokes Family Office, LLC, an SEC-registered investment adviser and a leading wealth management firm serving families and businesses throughout the country, is pleased to announce the addition of Daniel Becker as Managing Director and Wealth Advisor, Dallas. In this role, Becker will open... - August 31, 2025 - Stokes Family Office
Ella Rivkin Featured in Los Angeles Journal as Editor’s Pick: “Redefining Wealth, Strategy, and Freedom”
Ella Rivkin, Tax Strategist, 10X Business Coach, Real Estate Investor, and CEO of ERPS Group, has been honored as an Editor’s Pick in the Los Angeles Journal for her feature, “Redefining Wealth, Strategy, and Freedom.” With 27+ years of expertise, Rivkin empowers entrepreneurs to unlock hidden cash flow, reduce taxes, and build lasting legacies through her mission-driven movement, “It’s All in Your Hands.” - August 23, 2025 - ERPS Group
Antravia Research Publishes New Studies on Travel Finance: Virtual Credit Cards and FX Strategy in for the Travel Industry
Antravia Advisory has published two research papers, specifically aimed at the Travel industry - Virtual Credit Cards in Travel and Beyond FX Fees: Currency Strategy for Travel Agencies and Hotels. The reports analyze payment failures, FX exposure, and global adoption trends, offering practical insights for travel agents, hotels, and tour operators navigating financial risks in 2025. - August 21, 2025 - Antravia Advisory
Ella Rivkin Featured as National Tax Expert in Bankrate; Coverage Syndicated to Yahoo Finance
Ella Rivkin, CEO of ERPS Group, was featured in Bankrate—with coverage syndicated to Yahoo Finance—clarifying the updated 1099-K rules under the “Big Beautiful Bill.” She explains the restored $20K/200-transaction threshold for 2025, the $5K transitional limit for 2024, and how to distinguish personal from taxable business payments. Rivkin urges accurate record-keeping to ensure compliance and reduce tax season stress. - August 16, 2025 - ERPS Group
Secure Investment Management Ranks #158 on the 2025 Inc. 5000 List of America’s Fastest-Growing Private Companies — A 78% Leap in National Ranking
Secure Investment Management ranked #158 on the 2025 Inc. 5000 list of America’s fastest-growing private companies, #4 in Arizona, and #14 in Financial Services, with a 2,477% three-year growth rate. This marks SIM’s second consecutive year on the list and the second company Founder & CEO Josh Mellberg has led to this achievement. - August 13, 2025 - Secure Investment Management
Eastern Point Trust Company Appoints IRS Veteran Sarah E. Russell as Vice President of Tax and Wealth Planning
Seasoned Senior IRS Legislative Counsel to Lead Innovative Tax Strategies for Lawsuit Settlements and Wealth Planning. - August 09, 2025 - Eastern Point Trust Company
GPT AI Corporation, Inc. Declares "Websites are a thing of the past" with Launch of EdGPT.ai Platform for Educational Institutions
Advanced conversational AI technology addresses widespread website accessibility failures affecting 94.8% of websites, according to WebAIM Million 2025 study - July 29, 2025 - GPT AI Corporation
Local Accounting Firm Launches Expert QuickBooks Support Services for Small Businesses and Entrepreneurs
B&M Financial Management Services, LLC, a trusted provider of financial coaching and business support, is proud to announce the official relaunch of its QuickBooks Support Services, tailored specifically for small business owners, freelancers, and nonprofit leaders looking to simplify their... - July 16, 2025 - B&M Financial Management Services, LLC
Forbes Recognized Billion Dollar Bank Selects IronOrbit as Trusted IT Partner to Power Cloud Transformation
IronOrbit, a recognized leader in Desktop as a Service (DaaS), is proud to announce its strategic partnership with one of the largest and most respected financial institutions in the Pacific. A leading U.S. bank with billions in assets and recognition from Forbes as one of America’s Best... - July 10, 2025 - IronOrbit
GavTax Advisory Services Enhances Accounting Services in San Diego, CA
GavTax Advisory Services expands its professional accounting services in San Diego, CA, offering tailored financial solutions for local businesses and entrepreneurs. - July 07, 2025 - GavTax Advisory Services
Tax Relief Industry Plagued by High Costs, Low Success Rates, and Fraud — New Platform Gives Taxpayers Tools to Audit Their Tax Relief Status
VerifiedProof.com launches to help taxpayers independently verify their IRS tax relief case status. As fraud and high fees plague the tax relief industry, this new platform gives consumers access to their IRS records and a clear report of what’s been done — or not — by the firm they hired. - June 24, 2025 - Verified, Inc.
GavTax Advisory Services Enhances Business Tax Preparation Services in Texas
GavTax Advisory Services boosts its business tax preparation services in Texas, helping local companies ensure compliance, maximize deductions, and streamline financial operations. - June 23, 2025 - GavTax Advisory Services
Notice Ninja Welcomes George Mavrantzas as Head of Revenue and Client Success
Industry veteran joins to accelerate growth and elevate client experience across compliance-heavy sectors. - June 20, 2025 - Notice Ninja, Inc.
GavTax Advisory Services Expands CPA Firms in Austin Services Catering to Real Estate Investors
GavTax Advisory Services offers expert CPA firms in Austin services tailored for real estate investors, providing specialized tax planning and accounting solutions to maximize investment returns. - June 11, 2025 - GavTax Advisory Services
Occams Advisory Hosts AI-Finance Roundtable and Inaugurates New Delhi Office
Occams Group inaugurates its new Delhi office, uniting Occams Advisory, Occams AI, and Occams Elevate to foster collaboration, innovation, and human potential. This hub marks a strategic expansion into India, offering integrated business services, AI-driven solutions, and talent transformation. It reflects Occams' mission to empower aspirations and deliver impact from inception to infinity. - June 05, 2025 - Occams Advisory
Breaking the Bank: New White Paper Proposes Tax Credit Model to Transform Small Business Transitions
As the U.S. faces a tidal wave of small business ownership transitions, a new white paper from Polymath Partners offers a bold solution to a growing economic challenge. “Breaking the Bank: How Innovative Tax Credits Can End SBA Dependency and Ignite the Small Business Economy” proposes a novel, revenue-neutral policy aimed at empowering sellers, expanding access to capital for buyers, and reducing reliance on SBA-guaranteed loans. - May 29, 2025 - Polymath Partners
GavTax Advisory Services Expands Financial Accounting Services Across Texas
GavTax Advisory Services, led by Gunveen Bachher, enhances financial accounting services across Texas, helping businesses streamline compliance, reporting, and strategic financial planning. - May 24, 2025 - GavTax Advisory Services
Elevate Launches with Sanjay Agarwal as CEO & Managing Partner, Backed by Investor Capital and Built for the Future
Elevate, a new growth platform for accounting and advisory firms, has launched with Sanjay Agarwal as CEO and Managing Partner. Backed by investor capital, the platform helps firms scale through AI-driven growth, operational efficiency, and advisory-first strategies. - May 14, 2025 - Occams Advisory
GavTax Advisory Services Expands Tax and Bookkeeping Services in Houston
GavTax Advisory Services, led by Gunveen Bachher, now offers expert bookkeeping services and strategic tax planning solutions for individuals and businesses across Houston. - May 04, 2025 - GavTax Advisory Services
Native Co-Owned Accounting Firm Launches to Strengthen Financial Stewardship for Tribal and Public Sector Clients
Grinding Rock CPAs & Advisors leverages 30+ years of experience providing financial clarity, technical accounting prowess, and cultural respect to tribal governments and enterprises. - April 25, 2025 - Grinding Rock CPAs
PastDu Unveils AI-Powered Tax Relief Platform, Disrupting the Tax Resolution Industry
PastDu, a startup originating from Stanford, has launched an innovative online platform aimed at helping taxpayers with overdue tax balances. Utilizing advanced artificial intelligence, PastDu offers an affordable, transparent, and easy-to-use tax resolution service that removes the need for costly lawyers and intermediaries traditionally involved in tax relief. The platform empowers users by simplifying the tax resolution process and connecting them with an effective and affordable program. - April 24, 2025 - PastDu, Inc.
GavTax Advisory Services Expands Trusted Tax and Bookkeeping Services in Texas
Advisory Services offers expert income tax prep in Austin and reliable bookkeeping in Dallas, led by Gunveen Bachher. - April 24, 2025 - GavTax Advisory Services
A2 Bikes Remains Committed to Accessibility Amid Tariff Increases
A2 Bikes, a Portland, Oregon, Bicycle company has pledged to not raise their prices until the end of the cycling season despite rising tariffs. - April 11, 2025 - A2 Bikes
GavTax Advisory Services Launches Small Business Bookkeeping & Tax Planning in Dallas
GavTax Advisory Services now offers expert small business bookkeeping services and tax planner Dallas solutions to help businesses thrive. - April 11, 2025 - GavTax Advisory Services
MoolaX Launches Simplified Financial Platform for Solopreneurs, Empowering Creators with Easy Profit Tracking and Insights
MoolaX Launches Unified Income Dashboard for Solopreneurs, Offering Real-Time Financial Clarity Across Multiple Payment Platforms. MoolaX simplifies financial tracking for solopreneurs juggling multiple income streams. By consolidating payments, cash flow, and insights into a single visual dashboard, the platform helps entrepreneurs stay on top of their business performance — without the overwhelm of traditional accounting tools. - April 03, 2025 - MoolaX
GavTax Advisory Services Expands Expertise in Real Estate Taxation in Texas
GavTax Advisory Services, led by Gunveen Bachher, provides expert real estate taxation and accounting services in Austin for financial success. - March 28, 2025 - GavTax Advisory Services
GavTax Advisory Services Offers Tax Planning in Austin and Accountants for Real Estate
GavTax Advisory Services, led by Gunveen Bachher, provides expert tax planning in Austin and specialized accountants for real estate professionals. - February 20, 2025 - GavTax Advisory Services
Michael E. Zielinski Named an Honored Member by Strathmore's Who's Who Worldwide Publication
Michael E. Zielinski of Mount Prospect, Illinois, has been named an Honored Member by Strathmore's Who's Who Worldwide for his outstanding contributions and achievements in government. About Michael E. Zielinski Michael E. Zielinski is a revenue agent for the Internal Revenue Service (IRS)/U.S. - February 19, 2025 - Strathmore Worldwide
Notice Ninja Secures $500K Seed Investment to Drive Growth and Innovation
“Our vision has always been to simplify and automate tax notice compliance, freeing businesses from the inefficiencies and risks of manual processes,” said Amanda Reineke, CEO of Notice Ninja. - February 18, 2025 - Notice Ninja, Inc.