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Cloud Preparing for Tax Services: How to Increase Your Profits and Success

  • Accountant
  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • ORTP
  • MRTP
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

Accurate tax preparation is an edging responsibility of CPA, EA, and accounting firms. It needs a high level of knowledge and precision to manage all the tax-related work for one client. From a small to a large company – an intrinsic attentiveness is required to handle various tax preparation services such as tax return filing, tax payments, audit reports, and a few other tax services.

When they have to manage more than 200 different compliances, then slaving over manual spreadsheets won’t offer accuracy, efficiency, and speed. To get a flawless tax preparation system, tax service-providing companies need to adopt remote tax preparation services.

In this online CPE webinar, Todd Steinberg presents SAM, a U.S.-based remote tax preparation service that can help your firm reduce tax preparation costs by 50%.

This CE/CPE course will highlight the potential savings of using cloud tax preparation services with a flat rate tax preparation fee and how to lower your employment costs including health insurance, 401k, payroll taxes, and HR (i.e., hiring, training, and layoffs).

Todd will also show you how SAM can provide substantial benefits such as building your firm's business advisory services in a new marketplace setting never seen before!

Learning Objectives

  • To analyze how to incorporate cloud tax preparation into your firm’s practice, reduce your staffing costs, manage time, and maximize profitability.
  • To identify how to obtain better client satisfaction and retention rate.
  • To discuss how SAM works with tax/accounting firms, the security protocols in place, and how to implement this service with your firms.

Recommended For

  • This Online CPE Webinar is recommended for CPA, EA, AFSP, Accounting Firms, and Tax Practice who want to learn how cloud tax preparation services can help the firm to reduce tax preparation costs and increase their profits and success.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Annual Filing Season Program
  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • CEO
  • Certified Public Accountant (CPA)
  • CFO/Controller
  • Enrolled Agent
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Partner
  • Tax Managers
  • Tax Practitioners
  • Tax Professionals
  • Wealth Management

Course Qualification

Webinar Qualifies For

  • 1 General Credit of Taxes for Accountant/Bookkeeper/Tax Professionals
  • 1 CE Credit of Federal tax-related matters for Annual Filing Season Program (AFSP)
  • 1 CE Credit of Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1064)
  • 1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 1 CE Credit of Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01325-22-O)
  • 1 CE Credit of Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01325-22-O)
  • 1 CE Credit of Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01325-22-O)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

CTEC APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.

Presenter

About Presenter

Todd Steinberg

Executive Vice President, Sales, SAM Technology

Todd offers more than 27 years of experience emphasizing succession planning and business Development in the accounting and tax industry

The scope of todd's experience includes developing new marketing strategies, integrating financial planning and payroll services into accounting practice, personally being involved as an intermediary in the sale of hundreds of accounting and tax firms nationwide.

Todd also speaks at regional and national conference as an authority on succession planning and integrating financial planning into accounting practices. Todd is series 7, 66, Life, Accident & Health Licensed. Todd enjoys staying active and is the proud father of three children - Sydney, Benjamin and Brooklyn

About Company

SAM Technology

mysamcloud.com

SAM HISTORY

In 2012, the founders of SAM owned and operated over 50 CPA firms in California, servicing over 200,000 tax and financial clients, and employing over 200 CPAs. After many frustrating experiences with lack of client interface ease, obsolete tax processes and increasing expenses, the founders saw a need for a change which would benefit both their own practices and dramatically improve the client experience.  Even though technology has touched the fabric of every part of our lives, most CPAs operate as if the year was 1970. What still exists are old school practices such as face to face client office visits, tax documents being copied and mailed back and forth, and CPAs spending more time on HR issues than their clients.

SAM TECHNOLOGY

SAM is a revolutionary process that simplifies the entire tax and financial advisory experience through its innovative app.  Beginning with our USA based cloud preparer services to our cutting-edge business advisory e-commerce platform, SAM is the fastest and most cost-effective way to have taxes and business advisory services prepared in a new marketplace setting never seen before.  At SAM, we have changed the way that tax professionals will do business forever... and strive to continue as an industry leader in providing quality tax preparation and business advisory services through innovation, technology and our platform.

The better way is...SAM.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.
Cloud Preparing for Tax Services: How to Increase Your Profits and Success

FREE

1 Credit

Subject Area

Taxes

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