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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

SECURE 2.0 amendment deadline extended for IRAs, other retirement plans

SECURE 2.0 amendment deadline extended for IRAs, other retirement plans

The IRS extended the deadline for SECURE 2.0 related amendments to IRAs, SEPs, and SIMPLE IRAs to Dec. 31, 2027, saying that additional time is needed to complete model language.

IRS releases FAQs on qualified overtime pay deduction under H.R. 1

IRS releases FAQs on qualified overtime pay deduction under H.R. 1

An IRS fact sheet explains when overtime compensation qualifies for the H.R. 1 deduction and how Fair Labor Standards Act rules apply, including for federal employees.

Fraud and technology: How to handle the double-edged sword

Fraud and technology: How to handle the double-edged sword

As audit committees get down to business, they face risks related to technology but also can empower their organizations to use technology as a tool to fight fraud.

Undergraduate enrollment in accounting continues to rise

Undergraduate enrollment in accounting continues to rise

National Student Clearinghouse data reveals a 7.3% year-over-year increase for the fall semester, more than six times the increase across all majors.

Cost-of-living increases could hurt 2026 financial goals, poll says

Cost-of-living increases could hurt 2026 financial goals, poll says

The Harris Poll, conducted on behalf of the AICPA, found that most Americans have financial goals, with saving money as the top one.

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SECURE 2.0 amendment deadline extended for IRAs, other retirement plans

SECURE 2.0 amendment deadline extended for IRAs, other retirement plans

The IRS extended the deadline for SECURE 2.0 related amendments to IRAs, SEPs, and SIMPLE IRAs to Dec. 31, 2027, saying that additional time is needed to complete model language.

IRS releases FAQs on qualified overtime pay deduction under H.R. 1

IRS releases FAQs on qualified overtime pay deduction under H.R. 1

An IRS fact sheet explains when overtime compensation qualifies for the H.R. 1 deduction and how Fair Labor Standards Act rules apply, including for federal employees.

IRS Advisory Council report defends workers, criticizes budget and staff cuts

IRS Advisory Council report defends workers, criticizes budget and staff cuts

In its annual report, IRSAC said the IRS has been through “an extraordinarily difficult year” with budget and staff cuts while preparing for numerous tax law changes. The report also noted tax practitioners’ prolonged wait times when contacting the IRS.

AICPA tax policy and advocacy successes: 2025 highlights

AICPA tax policy and advocacy successes: 2025 highlights

The AICPA’s Tax Division volunteer committees and technical resource panels can point to many positive results last year from its advocacy to Treasury, the IRS, and Congress for law changes and administrative guidance.

Prop. regs. amend Sec. 3406 backup withholding regulations

Prop. regs. amend Sec. 3406 backup withholding regulations

The IRS issued the proposed regulations to reflect changes made by H.R. 1 to the threshold for backup withholding for third-party settlement organizations such as PayPal, Venmo, and others.

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