Tax Document Automation

Broadcast Date: Wednesday, December 14, 2011 from 12:00 pm to 2:00 pm (ET)
justice scale on top of a table
Daniel Jones
Stephen M. Brecher, CIRA, CPA, J.D., LLM, MBA
Dave Wyle, CPA
David DiManna
Joseph Manzelli, CPA/CITP

SPEAKERS' FIRMS:

About SurePrep

Founded in 2002 by a CPA, SurePrep’s automated electronic workpaper solutions, advanced OCR tools and automatic tax return population functions are used by nearly half of the top 100 accounting firms in the country. One of the keys to SurePrep’s success has been its continued development and enhancement of its products and services to meet the constantly changing needs of the profession. With SurePrep’s solutions, tax and accounting practices are given the ability to work smarter, not harder, increasing productivity and profitability, while promoting a paperless office. SurePrep’s products and services have been used in the preparation of nearly 1,000,000 tax returns and the company is committed to continuing its mission of developing technology and service solutions that aid the tax and accounting profession.

For more information on SurePrep’s products and services please visithttps://www.sureprep.com or call (800) 805-8582

About WeiserMazars LLP

In September 2011, WeiserMazars LLP was ranked by INSIDE Public Accounting as one of the Fastest Growing/All-Star Firms in the country. WeiserMazars, the independent U.S. member firm of Mazars Group, provides a unique combination of foresight and experience to our clients in fulfilling their accounting, tax and advisory needs. Our team of partners and professionals bring their technical expertise, industry knowledge and an integrated, customized approach to bear on the critical issues and competitive challenges facing a wide array of clients including owner-managed businesses, complex, multi-national organizations and high net worth individuals in a multitude of industries. 

Established in 1921, the firm has been built upon a framework of traditional values and thought leadership enabling us to turn the science of business into an art. We accomplish this by offering a broad range of services that will meet each of our client’s specific needs. Whether on the local level or internationally, we have helped guide clients through their day-to-day operations and work with them to help ensure they have the right financial structure in place to meet their business goals. 

WeiserMazars has over 90 partners and more than 650 professionals in seven U.S. offices with additional locations in Israel and the Cayman Islands. 

Mazars Group: A Global Organization
Mazars is a prominent international accounting, audit, tax and advisory services organization. With more than 13,000 professionals located around the world, Mazars offers accounting, audit, tax and advisory services in more than sixty countries on five continents.

About Fuoco Group, LLP

Since its inception in 2003, Fuoco Group, LLP has become one of the largest independent certified public accounting firms in Long Island. Founded by Lou Fuoco, the firm presently has a total staff of over 75 men and women, including approximately 30 CPAs. With offices in Long Island, New York City and North Palm Beach, FL, the firm provides not only audit, tax, and accounting, but also a broad range of consulting services to meet our clients' growing needs.

From core accounting services to in-depth advisory and consulting services, the Fuoco Group can help your business identify opportunities and deflect threats that could affect profitability, while developing sound strategies for growth.

About WeiserMazars LLP

Website: https://www.mrweiser.com/

About SurePrep, LLC

Plante Moran is among the nation’s largest certified public accounting and business advisory firms, providing clients with tax, audit, risk management, financial, technology, business consulting, and wealth management services. Plante Moran has a staff of more than 1,600 professionals in 21 offices throughout Michigan, Ohio, and Illinois, with international offices in Shanghai, China; Monterrey, Mexico and Mumbai, India. Plante Moran has been recognized by a number of organizations, including FORTUNE magazine, as one of the country’s best places to work. For more information, visit plantemoran.com.

Website: https://www.sureprep.com/

About Plante Moran, PLLC

Plante Moran is among the nation’s largest certified public accounting and business advisory firms, providing clients with tax, audit, risk management, financial, technology, business consulting, and wealth management services. Plante Moran has a staff of more than 1,600 professionals in 21 offices throughout Michigan, Ohio, and Illinois, with international offices in Shanghai, China; Monterrey, Mexico and Mumbai, India. Plante Moran has been recognized by a number of organizations, including FORTUNE magazine, as one of the country’s best places to work. For more information, visit plantemoran.com.

Website: https://www.plantemoran.com/

About Fuoco Group LLP

Website: https://www.fuoco.com/

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