Search Results for: tax professionals

Plains State Bank Acquires Houston-based Core+ Financial Strategies, Core+ Tax Strategies
Finance Investment Services News

Plains State Bank Acquires Houston-based Core+ Financial Strategies, Core+ Tax Strategies

PR Newswire
by PR Newswire0
Texas-based Plains State Bank (PSB) has acquired Core+ Financial Strategies and Core+ Tax Strategies (Core+), adding a portfolio of complementary services for small businesses and individual customers. The advisors at Core+ Financial Strategies have chosen Raymond James Financial Services as their broker/dealer. “The principals at Core+ have been helping clients with investment planning for many......
Wolters Kluwer Launches New Capabilities for CCH iFirm Taxprep
Compliance management News

Wolters Kluwer Launches New Capabilities for CCH iFirm Taxprep

Business Wire
by Business Wire0
New modules for CCH iFirm Taxprep to offer enhanced capabilities delivering comprehensive solutions for tax and accounting firms of all sizes across Canada Wolters Kluwer, a global leader in professional information, software solutions, and services, has unveiled new capabilities for CCH iFirm Taxprep, the only cloud-based tax compliance solution in......
Formidium Announces the Release of Tax Allocations and Returns Module for Its Fund Accounting Software "Seamless"
Fintech Funding Investment Services News

Formidium Announces the Release of Tax Allocations and Returns Module for Its Fund Accounting Software “Seamless”

PR Newswire
by PR Newswire0
Formidium, a global leader in providing fund technology and back-office solutions, has announced the release of Tax Allocations Module for its fund accounting software “Seamless”. The tax allocations module is a major milestone in redefining and streamlining the process of tax allocations, federal/state returns preparation, tax schedules such as K1s......
Endor Labs Raises $70M to Reform Application Security and Eliminate Developer Productivity Tax
Finance News Security

Endor Labs Raises $70 Million to Reform Application Security and Eliminate Developer Productivity Tax

Business Wire
by Business Wire0
Disruptor Will Use Oversubscribed Series A Funding From Blue-Chip VCs to Further Invest in Research & Development, Build out Application Code and Pipeline Security Capabilities, Further Invest in the Channel and Expand into EMEA Endor Labs, creator of the Code and Pipeline Governance Platform, announced $70M in oversubscribed Series A......
Vertex Indirect Tax Chain Flow Accelerator Achieves SAP Certified Integration with RISE with SAP S/4HANA Cloud
Cloud Finance News

Vertex Indirect Tax Chain Flow Accelerator Achieves SAP Certified Integration with RISE with SAP S/4HANA Cloud

GlobeNewswire
by GlobeNewswire0
Vertex, Inc., a global provider of tax technology solutions, announced that its Vertex Indirect Tax Chain Flow Accelerator has once again achieved SAP certification as integrated with RISE with SAP S/4HANA Cloud. The Chain Flow Accelerator reduces tax complexity by providing enhanced functionality for creation, configuration and visualization of transactions......
Tax Season Survey of Main Street Accountants Raises Alarms for Small Business Clients
Compliance management News

Tax Season Survey of Main Street Accountants Raises Alarms for Small Business Clients

Business Wire
by Business Wire0
The Avalara Accountants Confidence Report points to difficulties ahead for small businesses to access capital, increase profits, raise revenues, hire new employees, and control costs Avalara, Inc., a leading provider of cloud-based tax compliance automation for businesses of all sizes, announced the release of a new survey of over 500......
Holistiplan Tax Planning Technology Now Available to Advisor Group Advisors
Finance Fintech News

Holistiplan Tax Planning Technology Now Available to Advisor Group Advisors

PR Newswire
by PR Newswire0
Award-winning technology gives financial professionals an opportunity to add significant value in reporting and financial planning Holistiplan, the industry-leading tax planning software for financial advisors, announced a strategic partnership with Advisor Group, one of the nation’s largest network of independent wealth management firms. Holistiplan will now provide discounted access to......
Syntax Acquires Tyemill to Strengthen its Product Research and Development Capabilities
Finance News

Syntax Acquires Tyemill to Strengthen its Product Research and Development Capabilities

Business Wire
by Business Wire0
Syntax, a leading provider of innovative financial data and technologies, is pleased to announce the acquisition of the assets of Tyemill, a software research and development company headquartered in Seattle, Washington. The Tyemill team of 24 engineering, design and operations professionals became part of Syntax, effective March 1, 2023. As......
Ryan Expands Property Tax Team with Acquisition of RETC
Fintech News

Ryan Expands Property Tax Team with Acquisition of RETC

Business Wire
by Business Wire0
Ryan, a leading global tax services and software provider, has announced the acquisition of RETC Group (RETC), a property tax consulting firm based in Dallas, Texas. Browse The Complete Interview About Fintech : Global Fintech Interview with Richard Smith, Chairman at FSC and Co-Founder at Finiac “RETC is a well-established firm in the......
Younger Consumers Less Aware of Common Tax Fraud Schemes, According to ACI Worldwide Report
Digital Payments News

Younger Consumers Less Aware of Common Tax Fraud Schemes, According to ACI Worldwide Report

Business Wire
by Business Wire0
Report also finds that consumers in all demographics are seeking counsel from tax professionals at higher rates as they navigate increasingly complicated filings this year A new tax payment report from ACI Worldwide, a global leader in mission-critical, real-time payment solutions, developed in partnership with YouGov, shows that awareness of common payment fraud......
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