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Within Accounting, Tax Preparation, Bookkeeping, & Payroll Services
Notice Ninja Appoints RegTech Veteran Paul Banker to Advisory Board
Leveraging his deep experience in P&L leadership and regulatory advisory, Banker will guide Notice Ninja's continued innovation in compliance automation. - January 21, 2026 - Notice Ninja, Inc.
“What’s Your And?” Podcast Features Rachel Farris on Authenticity, Food, and Building Human-Centered Workplace Culture
Rachel Farris, Founder of Tax Stack AI, recently appeared on the podcast What’s Your And?, joining a conversation focused on workplace culture, authenticity, and the importance of embracing personal passions beyond job titles. During the episode, Farris shares how openly talking about her... - January 16, 2026 - Rachel Farris, CPA
Antravia - Why Financial Infrastructure Is Becoming a Critical Issue for Global Travel Platforms
Antravia has published a new travel finance analysis examining how payments, settlement timing, foreign exchange exposure, and regulatory requirements affect financial risk and scalability in global travel platforms. - January 07, 2026 - Antravia Advisory
Calculus Tax, Inc. Launches FreshRelief Educational Platform Ahead of Tax Season to Address Widespread Tax Filing Avoidance
Calculus Tax, Inc. announced the launch of FreshRelief, an educational tax relief platform designed to help individuals understand unresolved tax issues and IRS resolution options ahead of the upcoming tax season. The platform focuses on filing status clarity, common IRS notices, and relief pathways, aiming to reduce fear-driven tax avoidance through transparency and structured guidance rather than sales-driven engagement. - December 27, 2025 - Calculus Tax, Inc.
NYBACS Launches Dedicated US Tax Filing Service for CY2025 for Individuals and Businesses
NYBACS announces the launch of its dedicated US Tax Filing service for CY2025, supporting individuals and businesses with expert-led, IRS-compliant tax filing. The service covers individual, S-Corp, LLC, and C-Corp filings, focusing on accuracy, legal tax optimization, and audit-ready compliance through a secure online platform. - December 27, 2025 - New York Business Advisory And Corporate Services Inc.
MileageWise Releases Mobile App That Converts Google Maps Timeline Drives Into IRS-Compliant Mileage Log
MileageWise debuts a mobile app that converts Google Maps Timeline drives into IRS-compliant mileage logs on mobile devices. - December 14, 2025 - MileageWise
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
TaxStackAI Founder Featured in Accounting Today: New Article Highlights How Small Firms Can Scale Without Compromising Culture or Client Experience
TaxStackAI, a technology-enabled advisory firm supporting accountants, tax professionals, and businesses navigating Puerto Rico’s Act 60 incentives, is proud to announce the publication of a new thought-leadership article by its founder, Rachel Farris, in Accounting Today. The article,... - December 06, 2025 - Rachel Farris, CPA
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
Black Financial Advisor Warns "Beware the Merchants of Debt!"
Certified Financial Planner Jayson Thornton warns the Black community to "Beware the Merchants of Debt." Problematic consumer debt disproportionately affects Black Americans, even those with higher incomes. Thornton highlights two threats: Debt Traps: High-interest loans from pay-advance apps (up to 383% APR) and short-term lenders (200%–500% APR) which keep consumers paying fees. Fake Gurus: Scams using unrealistic guarantees, high-pressure tactics, pyramid structures, and hidden fees. - December 01, 2025 - Pocket Watcher LLC
Acumen International Launches the Acumen Global Alliance, a Partner Network Enabling Compliant International Hiring Across 190+ Countries
Acumen International has launched the Acumen Global Alliance (AGA), a partner network enabling recruitment, HR, consulting, and HR-tech organisations to support clients with compliant international hiring across 190+ countries. AGA provides access to Acumen’s global employment solutions, including EOR, payroll, benefits, compliance, immigration support, and contractor transitioning. - November 25, 2025 - Acumen International: Global EOR | PEO
Antravia Launches the Travel Agent Finance Guide for U.S. Travel Advisors
Antravia, the U.S.–based accounting and financial advisory firm for travel agents, tour operators, hotels and hospitality businesses, has released the Travel Agent Finance Guide, a complete, structured resource designed to help U.S. travel advisors build stronger, more profitable, and more resilient businesses. - November 25, 2025 - Antravia Advisory
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
Tax Stack AI Founder Rachel Farris, CPA, Delivers Webinar on Rebuilding the Pipeline With Technology, Mentorship, and Entrepreneurship
On November 19, 2025, Rachel Farris, CPA, entrepreneur and founder of TaxStackAI.com, led a live webinar exploring one of today’s most urgent challenges: rebuilding the professional pipeline. Her talk centered around three pillars she believes will define the future: technology, mentorship,... - November 22, 2025 - Rachel Farris, CPA
New Expert Article Explores Time Management Strategies for Small-Firm Leaders to Beat Burnout
Rachel Farris, Founder of Tax Stack AI, recently published an article on time management for small accounting firm owners. Small-firm leaders are often drowning in tasks, yet paradoxically under‐utilizing their real potential. In a newly published article in Accounting Today, “Time... - November 13, 2025 - Rachel Farris, CPA
NYBACS Restructures with Four New Business Units and Two Free Global Initiatives; Expands to 36 Countries
New York Business Advisory & Corporate Services Inc. (NYBACS), a BBB A+ accredited and US Chamber of Commerce member, today announced a major restructuring and global expansion. The transformation includes a revamped website, four new independent business units, and two upcoming free global initiatives, reflecting NYBACS’s commitment to innovation and accessible advisory solutions worldwide. - November 02, 2025 - New York Business Advisory And Corporate Services Inc.
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
Tax Strategist Rachel Farris, CPA, Featured in High Net Worth Magazine for Insights on Evolving Tax Laws and AI’s Role in Advisory Work
As tax regulations grow increasingly complex, staying informed has never been more vital for affluent individuals and their advisors. High Net Worth Magazine recently featured Rachel Farris, CPA, in their latest article, How to Navigate Tax Law Changes for High-Net-Worth Individuals, where she... - October 29, 2025 - Rachel Farris, CPA
Rachel Farris, CPA Featured on Money Tree Investing Podcast: Unpacking Puerto Rico’s Game-Changing Tax Incentives
Tax Stack AI, LLC announced today that its founder, Rachel Farris, has participated in an enlightening episode of the Money Tree Investing podcast. The episode—titled “How to Use Puerto Rico’s Act 60 to Grow Your Wealth”—is now live on Spotify. In this wide-ranging... - October 29, 2025 - Rachel Farris, CPA
Official: New QuickBooks Online Course Ready to Enroll at Smart Money Moves Academy
B&M Financial Management Services launches QuickBooks Online Mastery, a step-by-step course helping users gain financial confidence, master bookkeeping, and grow their careers using QuickBooks Online. Enroll now to learn from setup to expert-level skills. - October 26, 2025 - B&M Financial Management Services, LLC
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, CPA, Featured Speaker at CPA Academy Webinar on Puerto Rico’s Act 60 Tax Incentives
Rachel Farris, CPA, and founder of Tax Stack AI, recently presented a live webinar with CPA Academy titled “Navigating Puerto Rico Act 60: How CPAs Can Maximize Tax Incentives & Avoid Risk.” The session explored Puerto Rico’s Act 60 tax incentive program and provided... - October 20, 2025 - Rachel Farris, CPA
Insurance Accountants Empowers Financial Management with AMS360 Accounting Software Integration
Insurance Accountants announces the integration of AMS360 accounting software to streamline accounting processes for insurance agencies. This implementation provides agencies with an automated, efficient solution for accounting tasks, enabling them to focus on growth and strengthening client... - October 15, 2025 - Insurance Accountants
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
New Book Empowers Women to Take Control of Their Finances: "Smart Money Moves for Women"
New book release: "Smart Money Moves for Women" empowers women to take control of their finances & build wealth with confidence. - October 07, 2025 - B&M Financial Management Services, LLC
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
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
Tax Stack AI Launches to Revolutionize Tax Strategy and Compliance for Small Firms
This summer, Tax Stack AI officially launched its innovative platform designed to bring enterprise-level tax technology within reach of small and mid-sized accounting firms. By combining advanced artificial intelligence with streamlined workflows, Tax Stack AI empowers firms to provide better... - September 08, 2025 - Tax Stack AI
Rachel Farris, CPA, Features on How To Money Podcast to Demystify Puerto Rico’s Act 60 Tax Advantages
Rachel Farris, CPA, an award-winning tax strategist renowned for her expertise in Puerto Rico’s Act 60 tax incentives, is the featured guest on the latest episode of the How To Money podcast hosted by Joel and Matt. In episode no. 1028, titled “Move to Puerto Rico to Axe Taxes w/ Rachel... - September 06, 2025 - Rachel Farris, CPA
HERO Managed Services LLC Crowned Best Computer & IT Firm in Tampa Bay by Guide to Florida
HERO Managed Services LLC was crowned "Best Computer & IT Firm" in the Tampa Bay Region by Guide to Florida, recognizing its 20+ years of exceptional service and client success. To celebrate, the company is offering new clients a special promotion for up to 12 months of free managed IT services and extended hardware warranties. - August 29, 2025 - HERO Managed Services LLC
Polymath Partners Welcomes Steven Weidler as Chief Financial Officer & Managing Director of CFO Services
New Chief Financial Officer & Managing Partners of CFO Services Brings Decades of Executive Healthcare and Financial Leadership to Drive Strategic Growth for Clients - August 27, 2025 - Polymath Partners
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
Local Business Leader Selected to Swim Hudson River in Honor of Navy SEALs and First Responders
Monroe County resident and local business leader James Barchiesi will take on the Hudson River in a challenging endurance event on August 16 as part of the prestigious 2025 Navy SEAL Foundation SEAL Swim NYC. Barchiesi, Chairman and Founder of Polymath Partners, will join a select group of athletes, veterans, and community leaders to honor fallen Navy SEALs, veterans, and first responders. - July 31, 2025 - Polymath Partners
Polymath Partners Proudly Supports Navy SEAL Foundation Through 2025 SEAL Swim
Chairman James Barchiesi to Undertake Hudson River Challenge Honoring Fallen Heroes and First Responders. On August 16, James Barchiesi, Chairman and Founder of Polymath Partners and CEO of Polymath Law, will join a distinguished group of athletes in the annual Navy SEAL Foundation NYC SEAL Swim, a demanding endurance event that honors fallen SEALs, veterans, and first responders. - July 29, 2025 - Polymath Partners
Digital Estates Need a DEXITPLAN
Digital Asset Planning for Estate Planners is brought to you by DEXIT with a DEXITPLAN. What your online digital assets and accounts need are plans to protect your family and digital legacy online. - July 23, 2025 - DEXIT
Rachel Farris, CPA Featured on The AJ Brown Show to Discuss Act 60 Tax Incentives
Rachel Farris, CPA, was a featured guest on The AJ Brown Show, where she shared expert insights on Puerto Rico’s Act 60 tax incentive program and how it benefits investors, entrepreneurs, and remote business owners. In the episode, Farris broke down the complexities of Act 60 in simple... - July 17, 2025 - Rachel Farris, CPA
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
Rachel Farris, CPA, Attends AICPA ENGAGE Conference and Participates in Thought Leader Symposium
Rachel Farris, CPA, was among the distinguished professionals who attended the AICPA's annual ENGAGE conference in Las Vegas from June 8–12, 2025. As part of the exclusive Thought Leader Symposium, Farris joined an elite group of accounting and finance experts to exchange ideas shaping the... - July 14, 2025 - Rachel Farris, CPA
B&M Financial Launches Smart Money Moves to Help People Control Money
Smart Money Moves Coaching helps you take control of your money with expert group coaching. - July 08, 2025 - B&M Financial Management Services, LLC
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