Clicky

Our Tax Technology Solutions

Cloud based technology designed to drive greater tax function effectiveness and efficiency

Legal Entity Management

A dynamic solution that manages vital company data, documents and organizational relationships.

State Apportionment

A powerful solution to streamline state and city apportionment data and calculations.

Income Tax Provision

A comprehensive income tax accounting solution designed for accuracy and simplicity.

Tax Technology BEYOND the Spreadsheet

Integrated Tax Lifecycle

The Tax Lifecycle is a continuous progression generally started with an enterprise’s annual income tax provision and continuing through the planning and forecasting phases. The process is tied to various regulatory deadlines and must be adhered to.

Tax Lifecycle PROVISION & FINANCIAL STATEMENT AUDIT EXTENSIONS ESTIMATED TAX PAYMENTS TAX COMPLIANCE TAX AUTHORITY AUDITS & DEFENSE AMENDED TAX RETURNS TAX PLANNING & REPORTING BUDGETING & FORECASTING

PROVISION & FINANCIAL STATEMENT AUDIT

At the close of every year and quarter, companies recognize income tax expense or benefit in accordance with FASB Accounting Standards Codification 740, Income Taxes (ASC 740). ASC 740 prescribes the methodology for the recognition, measurement and disclosure of income taxes.

EXTENSIONS

Due to the time constraints endured during the compressed tax accounting close, enterprises generally extend their tax compliance obligations to afford additional time to file income tax returns.

TAX COMPLIANCE

Companies prepare and file their annual income tax returns following a set of jurisdiction-based complex rules and regulations which are subject to ongoing change.

BUDGETING & FORECASTING

Due to the generally large cash outlays required during the tax year, tax obligations should be forecasted to ensure coordination with overall business operations.

TAX AUTHORITY AUDITS & DEFENSE

Tax returns are subject to the scrutiny of the various taxing jurisdictions in which a company operates or may be deemed operating.

TAX PLANNING & REPORTING

As one of the largest expenses on a company’s income statement, income tax planning is necessary to ensure obligations are met without sacrificing tax efficiency.

ESTIMATED TAX PAYMENTS

Companies need to comply with various federal, state, local and country specific rules and regulations to remit estimated tax payments periodically throughout the tax year.

AMENDED TAX RETURNS

Due to a multitude of factors, companies may be required to amend previously filed tax returns that may increase or decrease the amount of tax previously reported.

Latest News

6 top scorers on CPA Exam earn Elijah Watt Sells Award

6 top scorers on CPA Exam earn Elijah Watt Sells Award

Of more than 87,000 CPA candidates who sat for the CPA Exam in 2025, a half dozen passed all four sections on their first attempt while recording a cumulative average score above 95.5.

IRS proposes increase in cost of estate tax closing letter

IRS proposes increase in cost of estate tax closing letter

Proposed regulations issued Monday would raise the cost of the letter to $76, from the $56 set in 2025.

Most retirees worry about savings — but few use financial advisers

Most retirees worry about savings — but few use financial advisers

Less than one-third of retired Americans in a recent survey reported working with a financial adviser, even though nearly 7 in 10 are concerned about managing their income throughout retirement.

HSA inflation-adjusted maximum contribution amounts for 2027 announced

HSA inflation-adjusted maximum contribution amounts for 2027 announced

Rev. Proc. 2026-24 also includes the revised maximum amount that may be made newly available for excepted-benefit health reimbursement arrangements and the aggregate monthly fees allowable for direct primary care service arrangements.

Two AICPA committees unveil proposed strategic plans for next 4 years

Two AICPA committees unveil proposed strategic plans for next 4 years

The Peer Review Board and Professional Ethics Executive Committee are accepting feedback on their proposed plans for 2027–2030.

View All Feeds

IRS proposes increase in cost of estate tax closing letter

IRS proposes increase in cost of estate tax closing letter

Proposed regulations issued Monday would raise the cost of the letter to $76, from the $56 set in 2025.

HSA inflation-adjusted maximum contribution amounts for 2027 announced

HSA inflation-adjusted maximum contribution amounts for 2027 announced

Rev. Proc. 2026-24 also includes the revised maximum amount that may be made newly available for excepted-benefit health reimbursement arrangements and the aggregate monthly fees allowable for direct primary care service arrangements.

IRS appeals Kwong as advocate says refunds may be at stake

IRS appeals Kwong as advocate says refunds may be at stake

The IRS filed an appeal of the Court of Federal Claims’ Kwong decision, in which the court held that the filing deadline for refund claims for penalties and interest was automatically extended by Sec. 7508A(d) due to the COVID-19 disaster declaration.

IRS to develop system to track missing payments, TIGTA says

IRS to develop system to track missing payments, TIGTA says

The report from the Treasury Inspector General for Tax Administration finds that manual tracking and uneven workloads slow resolution of cases of unidentified payments.

IRS overtime rose 12% in 2025 while workforce dropped, TIGTA says

IRS overtime rose 12% in 2025 while workforce dropped, TIGTA says

Taxpayer Services staff handling calls, correspondence, and other tasks logged most of the overtime, the report from the Treasury Inspector General for Tax Administration said.

View All Feeds

No RSS Feed Found

Request a Call Back/Demo