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Isaac M. O'Bannon

Managing Editor

isaac.obannon@cpapracticeadvisor.com

Isaac M. O'Bannon is the managing editor and digital content manager for CPA Practice Advisor (www.CPAPracticeAdvisor.com), drawing on two decades of experience covering the areas of professional accounting, taxation, business productivity and consumer technologies. Prior to CPA Practice Advisor, O'Bannon was a consultant at firms in San Francisco, Denver and Tulsa, serving clients that included Logitech, Polycom, Hilti, Microsoft, the Stanford Research Institute, the University of Oklahoma's College of Engineering and other technology leaders. He is a U.S. Navy veteran. Email: isaac.obannon - @ - cpapracticeadvisor.com

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Firm Management

2015 Review of Time and Billing Systems

Even when billing on a flat-fee model, tracking staff time gives the management of a firm essential information on firm, including staff and group productivity, the appropriateness of the rates that are being charged, and which services are the most or le

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Firm Management

Armanino Acquires S. California Accounting Firm

LCMT will become Armanino effective Jan. 1, 2016, and will keep its Woodland Hills, California office location at 5959 Topanga Canyon Blvd. #180. Clients will continue to work with the same partners and staff without disruption to service.

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Accounting

2015 Most Powerful Women in Accounting

Each year, CPA Practice Advisor recognizes women professionals who have had the most impact on the profession, whether through day-to-day client service as a partner or senior member of an accounting practice, or by mentoring and guiding others.

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Automation

2015 Review of Intuit Lacerte and ProSeries Scan and Import

Tax Scan and Import is a module for firms using the ProSeries and Lacerte tax preparation systems, offering the ability to scan in client documents, with the system then using optical character recognition (OCR) to determine which forms were scanned ...

Automation

2015 Review of CCH ProSystem fx Scan with AutoFlow Technology

ProSystem fx Scan is a tax document automation system that offers optical character recognition (OCR) functions for identifying scanned-in tax forms and extracting data from the forms. It can be used as an integrated part of CCH’s ProSystem fx Suite ...

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2015 Review of GruntWorx Organize, Populate and Trades

GruntWorx offers a completely web-based tax automation solution that helps firms create an editable and annotatable PDF tax binder out of their client’s scanned-in paper source documents.

Software

2015 Review of SurePrep 1040SCAN

SurePrep is the most experienced in this market and has been offering tax automation services for more than a decade. The system’s automatic population features integrate to fill out client tax returns in many professional tax systems, and the company ...

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Software

2015 Review of Thomson Reuters UltraTax CS Source Document Processing

Source Document Processing is an optional tax document workflow and automation system for users of UltraTax CS and FileCabinet CS, providing a web-based system that helps organize client tax source documents into PDF workbinders and uses optical ...

Technology

Streamlining Tax Preparation: 2015 Review of Tax Document Automation Systems

When preparing client tax returns for any type of entity, accurate data is obviously a necessity, but finding ways to streamline it, and even improve accuracy, is the goal of tax document automation systems. While there are several such programs on the ma

Benefits

Why Florida Leads Nation in ID Theft Income Tax Refund Fraud: IRS Cracking Down

Florida has been in the news a lot recently, and probably not for reasons that promoters of the Sunshine State would prefer. The spotlight is because hundreds of people have been arrested over the past year for identity theft crimes that involved filing bogus income tax returns for thousands of taxpayers, and then having the refund checks sent to the criminal. And more than 33,000 Florida residents have claimed identity theft in the past year.

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Accounting

CPA Practice Advisor Announces 2015 "40 Under 40" Accounting Professionals

This year’s 40 Under 40 honorees are among the best and brightest talent in the accounting profession. They are all active in the professional community, as well as in their local communities, where many are small business owners and employers.

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Income Tax

Most CPAs Surveyed Had Tax Clients Affected by ID Theft

Resolving issue for clients with IRS often proved difficult, according to AICPA.