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Paperless Tax Workpapers

Today I attended a webinar hosted by Sureprep – the developer of a fantastic paperless tax workpaper software. The software is available in various versions, including 1040SCAN PRO, 1040SCAN ORGANIZE, 1040SCAN TRADES & SPBINDER (with 1040SCAN PRO being the most featured packed). From their website (www.sureprep.com): 1040SCAN PRO is...

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Finding a Tax Consultant for Small Businesses

Finding a tax consultant can sometimes be a difficult process if you have not had to engage an tax consultant previously. Many small and new businesses make the mistake of completing their own tax returns in the early years. Often a Tax consultant can save tax in areas that...

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19 Key Tips That Could Save Your Business

Meet New People, Try New Approaches Tip: Make sure you don’t fall into the habit of always talking to the people you always used to and thinking that you can only do what you’ve always done. The first year in business has lots of administrative stuff to be done...

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Internal Controls for Small Business – PART 1 – CASH

I’ve worked with many companies from small to large (from the World Bank to the local Church) and one area of accounting that all businesses (particularly the small business) need to be attentive is internal controls. I’m focusing here on small businesses because most larger companies undergo annual audits,...

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The Importance of Backing Up

I think at some point in this digital age (i.e. the last 15 years) everyone has experienced the loss of a file or some digital content, whether important or trivial. If you were like me – it was IMPORTANT – and losing it sucked! Now-a-days we have features like...

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Need a Tax Preparer? Facts to Know

As a provider of one of the nation’s largest database of accountant, advisors and financial planners, I found the following very interesting article at: http://irsattorneys.webarticles.co.za/need-a-tax-preparer-important-facts-to-know.html ============================= Every tax season someone will write a story about how to choose a tax preparer, the latest scams to watch out for, new...

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Embracing Technology and Ultra Mobile Computing

I am a financial and web development consultant. I used to work on a beefed up MacBookPro laptop along with the help of such software as QuickBooks Pro, Thomson Reuters Ultra Tax CS, MS Excel & Word, Adobe Creative Suite 5 and others to surpass the needs of my...

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Tax Professional or ‘Do-it-yourself (DIY)’?

As a financial industry professional, I find this an interesting topic to review. I am not a licensed Certified Public Accountant (CPA), but I have a BA in Accounting and I have successfully passed all parts of the CPA examination. More importantly, I can relate to the typical taxpayer,...

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Copyright All rights Reserved. Financial Dream Team, like all providers of personal financial services is required by law to inform their clients of their policies regarding privacy of client information. The information in this material is not intended as tax or legal advice. Financial Dream Team, USA, LLC is a registered business in Califronia. Provided content is for informational purposes only.

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