SurePrep, part of Thomson Reuters (@SurePrepLLC) header
SurePrep, part of Thomson Reuters (@SurePrepLLC) profile picture

SurePrep delivers integration with your existing tax software to automate and streamline the entire 1040 process for both the taxpayer and tax professional.

Irvine, California
Joined July 2010
Photo by SurePrep, part of Thomson Reuters (@SurePrepLLC)Photo by SurePrep, part of Thomson Reuters (@SurePrepLLC)Photo by SurePrep, part of Thomson Reuters (@SurePrepLLC)Photo by SurePrep, part of Thomson Reuters (@SurePrepLLC)Photo by SurePrep, part of Thomson Reuters (@SurePrepLLC)Photo by SurePrep, part of Thomson Reuters (@SurePrepLLC)Photo by SurePrep, part of Thomson Reuters (@SurePrepLLC)Photo by SurePrep, part of Thomson Reuters (@SurePrepLLC)Photo by SurePrep, part of Thomson Reuters (@SurePrepLLC)Photo by SurePrep, part of Thomson Reuters (@SurePrepLLC)
🤔Why SurePrep? Let's ask an expert! ✅Lindsay Whittaker’s got a list of 5 reasons why thriving #tax and #accounting firms choose SurePrep #technology. 📽️Watch the video: tinyurl.com/yvm5zu7n
1
163
#ICYMI 📰The Internal Revenue Service designed the newly #updated Written Information Security Plan (WISP) to help protect #tax professionals against the ongoing #threats from #identity thieves and #data breaches. More from CPA Practice Advisor: tinyurl.com/5evhrv35 #CPA #IRS
164
#CPAs➡️#CFOs 📄The Pennsylvania Institute of Certified Public Accountants (PICPA) surveyed 320-plus #executives in roles that involve hiring input for CFOs to understand which competencies and sub-competencies were most valued. More from CFO[dot]com: tinyurl.com/bdd36s94 #Tax
118
💰$1 b-i-l-l-i-o-n. 🏢Another firm has joined the elite #accounting firm ranks with $1 billion worth of #revenue. 📈New York City-based CohnReznick achieved $1.05 billion revenue during their most recent fiscal year. More from CPA Practice Advisor: tinyurl.com/3wzksp7h #CPA
1
111
🤗Working at a top firm? ➡️INSIDE Public Accounting’s annual list ranks the top 500 #tax and #accounting firms based on net #revenue. With recent industry #growth, there’s a lot of #development outside the Big Four. More from INSIDE Public Accounting: tinyurl.com/4wttnhn5
89
✅Streamline. ✅Standardize. ✅Automate. 🧐😲😁Yep, buzzwords that actually get stuff done for #tax and #accounting pros. 💪That’s SurePrep! ➡️Is your firm a fit for our solutions? 🚀Take our #free 6-question assessment to find out! ✏️Go to assessment: tinyurl.com/3fra2fvj
1
58
😲Yeah, it’s kind of a big #deal. 🏢CBIZ has agreed to #acquire Marcum. 📈If completed, the $2.3 billion #deal would make CBIZ the seventh-largest #accounting firm in the U.S., surpassing Grant Thornton. More from The Wall Street Journal: tinyurl.com/mcvamc89 #CPA #Tax
36
🪂Going solo? Running a single-owner firm might be equal parts #upside and #risk, but it can prove highly successful for some #CPAs. The Journal of Accountancy profiled 10 sole proprietors and shared their #stories. More from Journal of Accountancy: tinyurl.com/3tda945m
30
😅Adopting #technology isn’t like flipping a switch, especially for #accounting firms outside the #BigFour. Today, mid-tier firms are exploring the #potential of generative artificial intelligence (#GenAI). More from Bloomberg Tax: tinyurl.com/3hhbnphm #CPA #Accountant
56
🏢🔗🤖The #connection between your firm’s #business model and #AI is worth exploring. The way your firm operates today can help establish the role AI eventually plays for your business. 📈🌅Tangible #benefits could be on the horizon. More from Forbes: tinyurl.com/2twdnybc #CPA
1
52
#ICYMI 📰There’s a renewed #effort to overturn the SEC’s #crypto #accounting rule SAB 121. Although H.J. Res 109 ended with President Biden’s veto, now a different #bill, H.R. 5741, has gained the support of five Democrats. More from Axios: tinyurl.com/ycy637ey #CPA #Tax
1
68
🏢📈The #accounting industry keeps #changing, which keeps #challenges in focus for many #firms. #Staffing limitations? #Billing updates? 🗒️The 2024 State of Tax Professionals Report reveals the top 13 challenges firms are facing. More from Thomson Reuters: tinyurl.com/2fe67syh
40
🤖💸#Tech #budgets shouldn’t have annual, one-time #reviews. Quarterly #forecasting helps firms become more #flexible and capable of adapting to emerging opportunities and challenges. ✅Being more responsive could save budgets. More from Boomer Consulting: tinyurl.com/us8en962
45
😬Small #accounting firms are at a #staffing disadvantage when #competing with big ones. Today’s industry-wide #challenges don’t help either. The next generation of #leaders could look elsewhere to build their #careers. More from INSIDE Public Accounting: tinyurl.com/yp83db2u
29
👋😎☕Here’s a little #boost of #positivity to accompany your #Monday morning coffee! ✨Many #tax and #accounting firms are making #clients and #staff happy with #SurePrep solutions. 📣See what they’re saying! More from SurePrep, part of Thomson Reuters: tinyurl.com/mrxpc6ke
30