Taxes remain the central offering of accounting firms, yet many still face challenges with inefficient, manual workflows. Ready to streamline your processes and unlock your firm’s potential for growth? Don’t miss this chance to hear from your peers and industry experts while gaining valuable insights on improving your tools and processes. Join us for this research-based webcast where our panel of experts will explore optimizing tax workflows.
Learning Objectives:
Thomson Reuters
Senior Solution Consultant, Tax Workflow
[email protected]
(800) 968-8900
Scott has been working as a Solutions Consultant with Thomson Reuters since February of 2019. His primary focus has been delivering interactive/personalized demonstrations geared towards our tax and firm management solutions. He currently resides in South Lyon, Michigan with his beautiful wife Elizabeth and their four-year-old son/monster Bennett.
Bean Counting Firm, Inc.
Head Bean Counter
[email protected]
(530) 893-0859
Tracie Hannick, E.A., owner of Bean Counting Firm Inc, is a graduate of Sonoma State University with a Bachelor’s of Arts in Business Operations & Mgt and a Minor in Human Resource Management with post-graduate classes at CSU Chico and CSU Northridge. Tracie is licensed to practice before the IRS and is a Licensed Insurance Agent for Life and Health Insurance in California.
Tracie has achieved the highest credential the IRS awards, its Enrolled Agent credential, granting unlimited practice rights and the ability to represent all clients and tax matters in all IRS offices. Tracie has the authority to speak with the IRS and represent our clients on any tax matter.
As a breast cancer survivor Tracie is very active in Project Hope of Butte County, a non-profit she helped create in 2017 when her treatments were completed.
Tracie and her husband, Don, are parents of two grown sons and a bonus daughter-in-law. They travel as much as possible and enjoy homes in California and Washington. An avid runner, Tracie can often be found zipping along the various outdoor trails and hidden paths that Northern California has to offer.
John L. Brantley, PA
Owner
[email protected]
(904) 285-1332
My firm, John L. Brantley, PA, is a tax practice located in Ponte Vedra Beach, Florida specializing in providing services to individuals, particularly those with international tax issues. My goal is to provide clients with professional, personalized services and guidance in a full range of tax, financial, and business needs. Much of my background specializes in the taxation of individuals with international tax issues.
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