Tag Archives: Taxes and Accounting

EnergyCAP Adds Insights to its Energy Management Platform as Customers Report 3x More Value Than They Pay

Catalyst Converge brings EnergyCAP Insights, powered by Watts AI, to utility teams to surface the issues that matter most and make complex utility data easy to explore at any level of expertise - grounded in their own validated data, not the open web

ORLANDO, Fla., Sept. 15, 2026 (SEND2PRESS NEWSWIRE) — EnergyCAP®, the leading utility and energy management platform for public and private sector organizations, announced Insights, a new capability to their energy and utility management platform, that brings reporting, alerting and prioritization together so energy teams can focus on what’s most important. The announcement came at Catalyst Converge, the company’s 20th annual conference where energy, facilities, finance and sustainability teams are gathered for three days of learning, collaboration, and product innovation.

Image caption: EnergyCAP, the leading utility and energy management platform for public and private sector organizations.

This year’s event marks two decades of the annual, in-person conference, bringing together longtime customers as well as those experiencing Catalyst for the first time. The 2026 theme, Converge, reflects how energy management is changing as data, teams, and technology come together to solve increasingly complex challenges.

Closely following EnergyCAP Watts AI and Watts Chat, which were released earlier this year, Insights is built on powerful AI technology that lets users better understand their data and quickly surface their most pressing issues.

Beyond new products like Insights, EnergyCAP is applying the latest AI and automation across the platform to strengthen proven workflows. In Bill Capture, new technology improves processing speed and accuracy while reducing manual work and exceptions.

The launch follows a productive year for the platform. Last month, the company released its 2026 Value of EnergyCAP report, based on responses from customers across every industry they serve. Among the findings, more than 9 in 10 customers say that EnergyCAP meets or exceeds their ROI expectations, 1 in 4 had their expectations exceeded, and customers report receiving 3 times more value from EnergyCAP than they pay for it.

“Twenty years of Catalyst have taught us the same thing every year: the best ideas in utility management come from the people doing the work,” said Shawn Lankton, CEO of EnergyCAP. “Our customers don’t need help finding more problems — they have plenty competing for their time and attention. They need help prioritizing what matters and getting the right data in the right format to share across teams. Our latest product innovation brings those pieces together so our customers can focus on the work that has the greatest impact.”

Watts Reports allows all customers, regardless of expertise or experience, to quickly build the custom reports that simplify their complex data into exactly what they need, then refine, save, rerun, and share the report output. Watts Alerts let customers define what matters to them and choose how they want to be notified when it happens. The Signals dashboard brings key issues and priorities into one place, ranked by impact so teams know where to focus first.

Together, these capabilities form Insights and extend EnergyCAP’s broader investment in AI and automation while building on the centralized data and longstanding technology customers have trusted for more than four decades.

Melanie Stewart, Senior Sustainability and Energy Consultant at IMEG, said “We’ve started creating reports around the questions we’re trying to answer, with the flexibility to refine and reuse them as our needs change. Even from our early experience, we’re excited about the value Watts Reports could bring to our team.”

Catalyst Converge continues September 14–16 in Orlando, Florida. The program features founder and former CEO, Steve Heinz, athletes and advocates for inclusion Kyle and Brent Pease, multiple learning tracks, and customer-led sessions including NASA Kennedy Space Center, Miami-Dade County, and the University of Arizona.

The next Catalyst is already taking shape and is planned for September 20-22, 2027, in Austin, Texas.

About EnergyCAP

EnergyCAP is the leading utility and energy management platform, trusted by more than 750 organizations and tracking more than $100 billion in utility bill value annually. EnergyCAP combines four decades of energy management expertise with purpose-built automation and AI to turn complex utility, energy, and emissions data into faster answers, fewer errors, and lower costs. For more information, visit the Insights webpage at: https://www.energycap.com/utility-bill-energy-management-software/features/insights.

EnergyCAP logo for media (SVG): https://www.energycap.com/wp-content/uploads/2023/08/energycap-logo.svg

NEWS SOURCE: EnergyCAP

This press release was issued on behalf of the news source (EnergyCAP), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/energycap-adds-insights-to-its-energy-management-platform-as-customers-report-3x-more-value-than-they-pay/

IRS FIRE Retirement Leaves 2027 Correction Questions Open as Filers Prepare for IRIS-Only Season

Free six-page checklist helps filers prepare for FIRE retirement and unresolved 2027 correction workflow changes

CORPUS CHRISTI, Texas, April 28, 2026 (SEND2PRESS NEWSWIRE) — BoomTax reports that, as the IRS targets retirement of the Filing Information Returns Electronically (FIRE) system at the end of 2026 and continues developing a process for corrections to original FIRE submissions, payroll, accounting, and enterprise filing teams face an unresolved 2027 transition question.

Image caption: FIRE-to-IRIS Migration Timeline: The IRS is targeting tax year 2026, filing season 2027 for FIRE retirement, with IRIS becoming the only intake system for information returns. (Image: BoomTax)

IRS guidance says tax year 2026 / filing season 2027 is the targeted date for FIRE retirement and that the Information Returns Intake System (IRIS) will be the only intake system for information returns currently received through FIRE. In its March 11, 2026 IRIS Working Group update, the IRS said it was still working on a process for filing corrections through IRIS for original files submitted through FIRE and would provide additional information in future publications and updates.

That unresolved correction path matters for filers preparing to transition 1099, 1098, W-2G, 5498, and related information returns away from FIRE while preserving support for prior-year filings and compliance workflows.

In response, BoomTax today published a free IRS FIRE End-of-Life Readiness Checklist for tax year 2026 (filing season 2027). The six-page guide is designed to help enterprise tax, payroll, and accounting teams confirm filing scope, start IRIS TCC planning and sandbox testing, evaluate vendor readiness, and prepare for the workflow changes that will follow the FIRE shutdown.

“Most teams understand that FIRE is going away. The harder operational question is what happens in 2027 when a prior FIRE-filed return needs to be corrected,” said Ken Ham, Founder of BoomTax. “That uncertainty affects filing process, vendor selection, internal controls, and how much transition work needs to happen before peak season.”

BoomTax supports FIRE filing through tax year 2025 and IRIS filing for tax year 2026 onward. Clients may keep existing FIRE-format files; BoomTax converts them to IRIS XML automatically.

The full checklist is available as a downloadable PDF and web guide: https://boomtax.com/tax-forms/irs-fire-end-of-life-checklist?s=s2p-fire-iris-2027

ABOUT BOOMTAX:

BoomTax is an IRS-authorized e-file provider for information returns, ACA forms, and W-2s, headquartered in Corpus Christi, Texas. The platform supports 1099 series, W-2, W-2G, 1094/1095-B, 1094/1095-C, and related forms for businesses, CPAs, payroll providers, and enterprise filers.

MEDIA CONTACT:
Ken Ham, Founder
BoomTax
844-999-2666
press@boomtax.com
https://www.boomtax.com/?s=s2p-fire-iris-2027

MULTIMEDIA:

Image link for media: https://www.Send2Press.com/300dpi/26-0428-s2p-boomtax-300dpi.webp

NEWS SOURCE: BoomTax

This press release was issued on behalf of the news source (BoomTax), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/irs-fire-retirement-leaves-2027-correction-questions-open-as-filers-prepare-for-iris-only-season/

IRS Solutions Completes SOC 2® Examination

Strengthened Commitment to Security, Reliability, and Long-Term Member Trust is Independently Validated

VALENCIA, Calif., Dec. 29, 2025 (SEND2PRESS NEWSWIRE) — IRS Solutions® announces today that it has completed the SOC 2® examination. As tax professionals face growing security expectations, technology providers must prove accountability and consistency in how they handle data. A recently completed SOC 2® examination provides independent validation that IRS Solutions systems maintain secure, reliable, and confidential operations.

Image caption: IRS Solutions Completes SOC 2® Examination.

Aligned with the AICPA Trust Services Criteria, this examination meets the due diligence requirements of organizations ranging from small firms to large enterprises conducting vendor risk assessments.

Conducted by an independent AICPA-accredited auditor, the SOC 2 examination evaluated IRS Solutions’ controls relevant to security, availability, confidentiality, processing integrity, and privacy. The completion of the examination reflects the company’s ongoing focus on maintaining a structured control environment and consistent operational practices. These controls support IRS Solutions’ approach to protecting sensitive data and delivering reliable system performance.

A STRONG FOUNDATION FOR MEMBER CONFIDENCE

“We take data security seriously,” says David Stone, EA, Co-Founder and CEO. “Completing our SOC 2 examination demonstrates how we safeguard sensitive information and support the professionals who rely on us. The report gives our members confidence that the software they depend on is built on a foundation of security and accountability.”

At IRS Solutions, secure infrastructure combines AWS GovCloud hosting, role-based access controls, encryption in transit and at rest, multifactor authentication, and continuous monitoring. Formalized policies, employee training, structured change management, and continuous improvement processes all contribute to a robust control environment. Each protocol is detailed in the SOC report. With the completed examination in place, IRS Solutions does more than clarify its own approach. The report also helps members satisfy vendor-review and documentation requirements in their own practices.

This independent validation strengthens IRS Solutions’ position as a dependable long-term technology partner. Members can demonstrate to clients and auditors that the tools they use adhere to rigorous security and privacy standards set by the AICPA.

“Security is not a box we check once. It’s an operating principle,” says Suzanne Stone, Co-Founder and President of IRS Solutions. “This certification affirms that our controls keep pace with evolving risks while our product team continues to deliver intuitive tools that help professionals work faster, make decisions with confidence, and protect client data.”

ABOUT IRS SOLUTIONS

Founded by tax professionals for tax professionals, IRS Solutions is a secure, cloud-based platform that makes IRS transcript analysis, monitoring, and tax resolution more efficient and accessible. Built on a strong security foundation and an intuitive interface, the system automates complex workflows, surfaces critical insights from IRS transcripts, and supports members through end-to-end case management.

Core capabilities include:

Automated tax-resolution workflows with intelligent analysis to identify issues and optimize solutions
Secure integrations with IRS systems for compliant data transfer
CSED calculators and client-ready reports (discrepancies, wage and income data, federal balances due)
IRS Advance Notice™ (IAN) for proactive alerts on IRS account changes
Bulk transcript retrieval at speeds up to 100K per hour
A Marketing Toolbox that helps members attract clients and grow their business with fully branded materials
Free CPE seminars are included with every membership
Quick implementation, no-cost training, and expert support

Learn more about the data security features that help IRS Solutions members feel safe and confident using the system and get access to the complete SOC 2 report at the IRS Solutions Data Security Hub.

LOGO link for media: https://www.Send2Press.com/300dpi/25-1103-s2p-irs-solutions-300dpi.webp

NEWS SOURCE: IRS Solutions Software

This press release was issued on behalf of the news source (IRS Solutions Software), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/irs-solutions-completes-soc-2-examination/

IRS Solutions Launches Partner Rewards Program, Empowering Tax Pros to Boost Earnings and Build Stronger Networks

VALENCIA, Calif., Nov. 3, 2025 (SEND2PRESS NEWSWIRE) — IRS Solutions® announced the launch of its Partner Rewards Program, a new initiative that rewards tax professionals who refer their colleagues to the platform. This program not only expresses gratitude but also provides tax pros with an easy, recurring revenue opportunity while expanding the IRS Solutions community.

Image caption: IRS Solutions Software.

The Partner Rewards Program offers a straightforward way for enrolled agents (EAs), certified public accountants (CPAs), and tax attorneys to earn income by sharing the IRS Solutions tax resolution platform. Participants receive a generous flat commission on first orders and a commission on recurring orders for up to 24 months, making it a rewarding venture for those who actively refer peers.

“Tax professionals have been at the core of our success,” said David Stone, EA, CEO and co-founder of IRS Solutions. “For over a decade, we’ve grown through trust, community, and shared experiences. The Partner Rewards Program formalizes that relationship. It’s our way of thanking those who have supported us and ensuring that we continue to achieve success together.”

Enrollment is quick and easy, with no IRS Solutions membership required. Once approved, tax professionals can generate personalized referral links, invite colleagues, and enjoy rewards for up to two years on unlimited referrals. As partners bring in more referrals, a tiered rewards structure increases their commission percentage. A user-friendly dashboard enables partners to track referrals, link traffic, and earnings in real time. Payments are made automatically via PayPal for convenience.

“Our community thrives because our members believe in supporting one another,” said Suzanne Stone, President and co-founder of IRS Solutions. “The Partner Rewards Program celebrates that collaborative spirit. Every new referral means more taxpayers receive the expert help they need, strengthening the profession as a whole.”

David Stone added, “This program reflects a larger trend in the tax technology industry — a shift toward collaboration and shared value. Professionals who use proven solutions to save time and improve client outcomes are the ones who thrive in today’s competitive market. Our program rewards those experts by bridging the gap between technology and trusted advice.”

For full program details, eligibility requirements, and FAQs, visit the IRS Solutions Partner Rewards Program at https://www.irssolutions.com/partner-rewards-program/

About IRS Solutions

Founded by tax professionals, for tax professionals, IRS Solutions is a cloud-based, user-friendly tax resolution software designed to simplify IRS transcript analysis and monitoring. The platform automates IRS transcript downloads, identifies discrepancies, sends alerts for account changes, and streamlines case management — all within a secure, easy-to-navigate interface.

Key features include:

Advanced tax resolution tools with automated analysis and solution recommendations
Proprietary IRS Advance Notice™ (IAN) feature, which monitors IRS systems and alerts users to account changes before official notices arrive
Bulk transcript downloads — up to 100K per hour
Seamless integration with IRS and TDS systems
CSED calculator and client-ready reports (discrepancies, wage & income, summaries, federal tax due)
White-labeled marketing materials for attracting and engaging clients
SOC 2® compliant infrastructure, ensuring top-tier data security
Software training included
Customizable branded letters and templates

Used by tax, financial, and legal firms nationwide, IRS Solutions equips professionals with the tools to help taxpayers resolve IRS issues efficiently and deliver the best possible outcomes.

Visit IRS Solutions for additional details and to schedule a platform tour.

Visit https://www.irssolutions.com/ for additional details and to schedule a convenient platform tour.

LOGO link for media: https://www.Send2Press.com/300dpi/25-1103-s2p-irs-solutions-300dpi.webp

NEWS SOURCE: IRS Solutions Software

To view the original story, visit: https://www.send2press.com/wire/irs-solutions-launches-partner-rewards-program-empowering-tax-pros-to-boost-earnings-and-build-stronger-networks/

Informative Research Expands Verification Platform with Halcyon Integration

GARDEN GROVE, Calif., July 14, 2025 (SEND2PRESS NEWSWIRE) — Informative Research (IR), a premier technology provider delivering data-driven credit and verification solutions to the lending community, today announced the availability of Halcyon’s IRS tax transcript service within the IR Verification Platform. This enhancement expands Informative Research’s suite of verification of income and employment (VOI/E) options, enabling lenders to access secure, permissioned tax transcript data directly from the IRS through Halcyon’s technology.

Image caption: Informative Research (IR) logo.

Integrating Halcyon into the IR Verification Platform gives lenders more flexibility to automate income validation, meet investor rep and warrant relief requirements, and streamline workflows with trusted income data sources.

“This collaboration not only marks a significant step forward in our partnership with Halcyon, but it also enhances our platform’s ability to support lender verification strategies with precision and efficiency,” said Informative Research Executive Vice President Steve Schulz. “By incorporating IRS-sourced income data, we’re giving lenders another powerful, automated tool for verifying borrower income, thus streamlining the process while maintaining compliance and confidence.”

The announcement builds on Informative Research’s previously announced partnership with Halcyon, which brought AccountChek® consumer-permissioned payroll data into Halcyon’s Income Analyzer.

“Making our IRS transcript solution available through Informative Research is a powerful step forward,” said Kirk Donaldson, CEO of Halcyon. “We’re helping lenders reduce friction, increase compliance, and move closer to a fully automated income verification experience.”

About Informative Research

Informative Research, a Stewart company, is a premier technology provider delivering data-driven credit and verification solutions to the lending community. The solutions provider currently serves mortgage companies, banks and lenders throughout the United States. The company is recognized for streamlining the loan process with its straightforward service model, progressive solutions and cutting-edge technology. To learn more, visit https://www.informativeresearch.com/.

About Halcyon

Halcyon assists in deepening lenders’ overall relationship with their borrowers to offer products and services specific to everyone, creating additional revenue streams beyond the initial loan closing. They have multiple products that ensure you will know more about your borrower every step of the way – IRS income & tax transcripts, digitally prepared tax returns, and a Registered Investment Advisory platform to offer full financial services to your borrowers. Visit https://www.halcyonsw.com/.

NEWS SOURCE: Informative Research

This press release was issued on behalf of the news source (Informative Research), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/informative-research-expands-verification-platform-with-halcyon-integration/

Free Book Available July 11 – 13 on Amazon/Kindle on How to Get Rid of the Income Tax and Abolish the IRS

How To Take Home 100% Of Your Paycheck and Never Pay Income Tax Again!

SEATTLE, Wash., July 11, 2025 (SEND2PRESS NEWSWIRE) — How would you like to take home 100% of your paycheck and never pay income tax again? To learn more, get a free copy of the new book by Rich Germaine, “Tax Revolution 2.0, Let’s Get Rid of the Income Tax.”

Image caption: IRS Closed Photo – Media Arts Institute.

The book explores alternative ways the government can collect income to cover government programs. And there truly is a better way. Eliminate the income tax and abolish the IRS and replace the whole system with a national consumption tax.

The Kindle book is a free download through Sunday, July 13th on Amazon. The audiobook is 2 ½ hours in length, narrated by the author and available on Spotify for only $0.99 today.

Why is the author giving this book away and the audiobook at a deep discount?

“We need everyone who pays taxes to get this book, get educated and share it with their congressional representatives. It will change everything and make America prosperous beyond our dreams,” says the author, Rich Germaine.

Image caption: Cover, ‘Tax Revolution 2.0’ by Rich Germaine, published by Media Arts Institute.

The public is excited about the prospect of replacing the income tax with a national consumption tax. A recent national survey by Quantus Insights shows that 58% of registered voters are in support of replacing the income tax… and 50% like the idea of abolishing the IRS.

Media Arts Institute LLC is a media company specializing in online marketing, audiobooks and advisory services.

The author, Rich Germaine, is a 40-year media veteran with experience in radio, TV and the motion picture industry. Rich has also coordinated national and regional research projects working in cooperation with the Gallup Organization and for the White House Conference on the Family.

Learn more:

Author website: https://www.richgermaine.com/

Amazon Kindle Edition link: https://a.co/d/2ySvyEF

MULTIMEDIA:

Image link for media: https://www.Send2Press.com/300dpi/25-0707-s2p-taxrevolution-300dpi.jpg

Image caption: Cover, “Tax Revolution 2.0” by Rich Germaine, published by Media Arts Institute.

NEWS SOURCE: Author Rich Germaine

This press release was issued on behalf of the news source (Author Rich Germaine), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/free-book-available-july-11-13-on-amazon-kindle-on-how-to-get-rid-of-the-income-tax-and-abolish-the-irs/

New Book Explores Public Support for the Replacement of the Current Income Tax System

Bipartisan support for a new tax system opens the door for tax reform beyond the Big Beautiful Bill

SEATTLE, Wash., July 7, 2025 (SEND2PRESS NEWSWIRE) — It’s been 250 years since the first tax revolution. Media Arts Institute, a Seattle-based media company, has just released a new book, “Tax Revolution 2.0, Let’s Get Rid of the Income Tax” (ISBN: 979-8288643385; paper) by media consultant and researcher Rich Germaine.

Image caption: Cover, “Tax Revolution 2.0” by Rich Germaine, published by Media Arts Institute.

The book examines multiple options for replacing the current income tax system beginning with an overview of the income tax origins. With comparisons to the first Tax Revolution that took place in Boston Harbor on December 16th, 1775, “Tax Revolution 2.0” examines the case against the income tax and how to eliminate it.

Other sources of government revenue are considered like wealth tax, tariffs, land value taxes among others, with a strong case made for complete elimination of the current system that would be replaced by a national consumption tax.

A national consumption tax could eliminate the income tax, payroll taxes, corporate tax, capital gains tax, gift and inheritance taxes. The same amount of money needed for government programs could be raised with other creative solutions including the national consumption tax.

This means that workers would bring home 100% of their income, and the American economy could see an increase in foreign investment in a tax-free business environment.

The author lays out a plan for the transition to a new tax system that could be made smoothly, and how other governments and states that have no income tax are prospering. Presently most of the states already collect sales tax at the retail checkout, so adding a line item would be a simple computer entry.

The author proposes that without an income tax system, there would be no need for the 16th amendment and the IRS. The new system could be administered by a new section of the Treasury Department.

The big hurdle is public support to convince policymakers and congressional leaders that this kind of revolutionary reform is possible. The book includes highlights of a recent national survey among registered voters. The survey, conducted in June 2025 by Quantus Insights and commissioned by the National Tax Research Committee, reveals a bipartisan majority support for the replacement of the current system with a national sales tax while abolishing the IRS.

See the full survey results here: Presentation ( https://drive.google.com/file/d/169hPcrt0VTb53hzrnUICHSV0yKqT5NHW/view ).

For a limited time, a free Kindle download of Tax Revolution 2.0 – Let’s Get Rid of the Income Tax will be available on Amazon between July 11 through July 13, 2025.

Media Arts Institute LLC is a media company specializing in online marketing, audiobooks and advisory services.

Find the book on Amazon at: https://a.co/d/e8V8S9n

Learn more about the author at: https://www.richgermaine.com/

MULTIMEDIA:

Image link for media: https://www.Send2Press.com/300dpi/25-0707-s2p-taxrevolution-300dpi.jpg

Image caption: Cover, “Tax Revolution 2.0” by Rich Germaine, published by Media Arts Institute.

NEWS SOURCE: Author Rich Germaine

To view the original story, visit: https://www.send2press.com/wire/new-book-explores-public-support-for-the-replacement-of-the-current-income-tax-system/

IRS Solutions® Announces New Discrepancy Report Feature

New automated tool helps tax, financial, and legal professionals detect discrepancies in IRS reporting before they trigger IRS audits

VALENCIA, Calif., May 5, 2025 (SEND2PRESS NEWSWIRE) — IRS Solutions®, the trusted name in tax resolution software, announces the launch of its latest innovation, the Discrepancy Report. This cutting-edge feature is designed to simplify the detection of discrepancies between filed tax returns and income data reported to the IRS by third parties. This will empower tax professionals to prevent audits while delivering exceptional service to their clients proactively.

Image caption: IRS Solutions logo.

Automated Reporting Detects and Prevents Audits

The new Discrepancy Report automates the process of identifying mismatches, saving tax practitioners countless hours of manual work. Analyzing filed tax returns against income reported to the IRS, the tool flags discrepancies that could trigger audits, allowing professionals to take corrective action in advance.

Available to all IRS Solutions members at no additional charge, this exciting new feature helps identify situations where you may want to proactively file an amended return or discuss a potential issue with your client.

Key Features of the Discrepancy Report

By thoroughly comparing filed tax returns against the income information reported to the IRS by third parties, the Discrepancy Report triggers tax professionals to work proactively with their clients. By informing your clients of unreported income, you may be able to prevent penalties and interest that could be assessed against them. If the amount overlooked is significant enough, you may also be able to avoid criminal charges.

With the new automated Discrepancy Report added to their toolkit, practitioners can enhance client trust, strengthen their advisory role, and establish new ongoing revenue streams through proactive tax compliance services.

Founder and CEO David Stone says, “Previously, CPAs, EAs, and other tax advisors had to review and compare reports manually—or wait until a client’s account was flagged for an audit—to catch key discrepancies. Our new Discrepancy Report streamlines this process by automatically identifying potential unreported income early, helping prevent IRS issues, reducing audit risks, and ensuring accurate amendment filings when necessary.”

About IRS Solutions

Founded in 2011, IRS Solutions is a trusted name in tax resolution software. Designed by tax professionals for financial, legal, and tax practitioners. Family-owned and operated, the company offers a comprehensive suite of tools designed to transform the way professionals work and serve their clients.

Managing Partner Suzanne Stone says, “We’re excited to offer our members another powerful tool to support their clients proactively. The new Discrepancy Report is incredibly easy to use, and clients will appreciate the peace of mind it provides, helping them avoid unexpected IRS scrutiny.”

Every IRS Solutions member gains full access to all features with a monthly or annual membership. The list includes:

Comprehensive tax resolution tools
Award-winning IRS Advance Notice™ (IAN), a proprietary feature that silently monitors the IRS system and automatically alerts users to changes on client transcripts that indicate any of the 500+ actions the IRS might take, often months before an official notice arrives by mail
Automated analysis with solution recommendations
Bulk transcript downloads in seconds
Seamless integration with IRS systems
CSED calculator
Pre-filled form library including 40+ state POAs
5 initial e-signatures, with additional packages available for purchase
Secure, custom-branded client portal
White-labeled communication and marketing materials complete with customizable letters, brochures, and social media posts to attract and engage clients
…and so much more.

Additional details are available at https://www.irssolutions.com/.

How Can a Tax Pro Learn More?

CPAs, Enrolled Agents, and other tax, financial, and legal professionals are invited to visit the IRS Solutions website to schedule a live one-on-one demo to hear about the new Discrepancy Report and learn more about the platform.

LOGO link for media: https://www.Send2Press.com/300dpi/23-0215-s2p-irstaxsolutions-300dpi.jpg

NEWS SOURCE: IRS Solutions Software

To view the original story, visit: https://www.send2press.com/wire/irs-solutions-announces-new-discrepancy-report-feature/

IRS Solutions® Named as American Society of Tax Problem Solvers (ASTPS) Partner

New partnership offers unparalleled product, service, and training to tax resolution specialists

VALENCIA, Calif., March 10, 2025 (SEND2PRESS NEWSWIRE) — IRS Solutions®, a company offering innovative tax resolution software explicitly designed for tax professionals, announces that it has been named an industry partner by the prestigious American Society of Tax Problem Solvers (ASTPS).

Image caption: IRS Solutions Software.

A NEW PARTNERSHIP TO BENEFIT TAX PROS

ASTPS Success Partners are thoughtfully selected and thoroughly vetted vendors and suppliers who provide products and services to elevate a tax resolution practice. IRS Solutions is honored to join this exclusive group of industry colleagues.

Suzanne Stone, IRS Solutions Managing Partner, says, “We are thrilled to have another opportunity to connect with tax professionals and support them in creating steady, year-round income through proactive client service. ASTPS provides training that tax pros just can’t find anywhere else. Thanks to this partnership, both new and experienced specialists will also gain access to the tools they need to streamline tax resolution cases and offer a competitive advantage.”

About IRS Solutions:

Founded in 2011 by former IRS Agent David Stone and his wife Suzanne, IRS Solutions is a family-owned and operated company offering innovative tax resolution software explicitly designed for tax professionals. The platform provides a comprehensive suite of tools to transform how tax experts work and serve their clients.

David Stone says, “IRS Solutions combines powerful, intuitive software that’s quick to implement and easy to master with customer service the way it used to be. When our members call during business hours, we stop what we’re doing, pick up the phone, and answer their questions. This combination of cutting-edge technology with unparalleled support has earned us a reputation for excellence among our peers. We’re proud to join with ASTPS for this next step forward.”

He adds, “With the right training and tools in tax resolution, you can gain the confidence needed to deliver winning results for your clients. My father always told me, ‘Do whatever you want, just get the knowledge and be the best you can be.’ This wisdom has guided me throughout my career, and it’s a principle we strive to share with every tax professional we serve.”

With a monthly or yearly subscription, IRS Solutions member gains full access to all features:

comprehensive tax resolution tools
award-winning IRS Advance Notice™ (IAN), which silently monitors the IRS system to proactively alert about transcript changes – often months before an official notice arrives by mail
automated analysis with solution recommendations
bulk transcript downloads
seamless integration with IRS systems
CSED calculator
pre-filled form library including 40+ state POAs
5 initial e-signatures, with additional packages available for purchase
secure, custom-branded client portal
white-labeled communication and marketing materials including customizable letters, brochures, portal personalized for your firm and social media posts to attract and engage clients
…and so much more.

For additional details, visit https://www.irssolutions.com/.

About ASTPS:

Founded in 2003, the American Society of Tax Problem Solvers (ASTPS) is a nonprofit organization that is dedicated to helping tax resolution specialists represent clients in front of the IRS with integrity, expertise, and professionalism. ASTPS provides live technical training conferences, case support and continuing education through membership and certification opportunities for practitioners looking to transition to a lucrative specialty in tax problem resolution. Membership in ASTPS reflects the commitment to professional excellence and high standards in taxpayer representation.

Larry Lawler, ASTPS National Director and Founding Member says, “We’ve watched as IRS Solutions has taken root and grown without ever losing sight of the values that launched their business. Over more than ten years, they have improved their product and earned well-deserved accolades. Now is the right time for ASTPS and IRS Solutions to establish and nurture a long-term partnership that will benefit our members and help them succeed.”

For additional details, visit https://www.astps.org/irs-solutions-software/.

WHAT’S NEXT?

The IRS Solutions team will be present at upcoming ASTPS events and conferences to introduce tax professionals to this exciting new partnership and answer questions about how they can earn more in less time.

LOGO link for media: https://www.Send2Press.com/300dpi/23-0215-s2p-irstaxsolutions-300dpi.jpg

NEWS SOURCE: IRS Solutions Software

To view the original story, visit: https://www.send2press.com/wire/irs-solutions-named-as-american-society-of-tax-problem-solvers-astps-partner/

MileageWise is the First to Offer Lifetime Deals for Mileage Tracking Solutions in the U.S.

With no recurring subscriptions, users can maximize savings while accessing advanced features like retrospective trip recovery and AI-assisted reports

SARASOTA, Fla., Jan. 31, 2025 (SEND2PRESS NEWSWIRE) — MileageWise is the first company to announce offering lifetime plans for mileage tracking, catering to long-term users. By eliminating monthly or yearly fees, users can significantly reduce software costs over time.

Image caption: MileageWise is the first company to announce offering lifetime plans for mileage tracking.

As tax season approaches, self-employed individuals, freelancers, and small business owners must prepare their mileage logs for tax deductions. With the IRS business mileage rate currently set at 70 cents per mile, maintaining accurate records is crucial.

Mileage tracker apps have become indispensable for ensuring tax compliance, minimizing audit risks, and maximizing deductions. While many options exist, each with its pros and cons, the real question is: which app truly delivers the best value?

HERE IS WHAT MILEAGEWISE OFFERS:

Key Features:

Automatic mileage tracking with AI-powered log assembly.
Retrospective trip creation to account for missed or forgotten drives.
IRS-proof reporting for hassle-free tax filing.

PRICING:

Subscription Plans:

$6.99/month or $69.99/year, with a 2-week free trial and no feature limitations.

Lifetime Plans:

Small Lifetime: $99.99 for ongoing tracking and reporting.
Gold Lifetime: $499.99 for tracking, IRS-proof reports, and full past mileage recovery.

Best For:

Users looking for comprehensive features, retrospective tracking, and long-term cost savings.

Considerations:

The lifetime plan requires a higher upfront investment, but it leads to significant savings over time.

With tax season around the corner, choosing a reliable mileage tracker app can help you maximize your savings. Explore your options in the App Store and Play Store to find the best option for your needs and budget. Start tracking now to make the most of your deductions this year!

About MileageWise:

MileageWise is a mileage tracker and mileage log software for tax deductions, with more than 20 years of experience in the industry. Founded in 2001, the company’s focus is to help users easily create IRS-Proof mileage logs, for the present year and previous ones. To learn more, visit: https://www.mileagewise.com/.

VIDEO (YouTube): https://www.youtube.com/watch?v=oFuucP_BOz0

Additional information and social links:

MileageWise Website – https://www.mileagewise.com/

MileageWise Blog – https://www.mileagewise.com/blog/

MileageWise on Facebook – https://www.facebook.com/mileagewise

MileageWise on YouTube – https://www.youtube.com/@Mileagewise-Mileage-Tracker

*LOGO link for media: https://www.mileagewise.com/wp-content/uploads/2024/03/logo-horizontal-mw-negativ2x-1.webp

NEWS SOURCE: MileageWise

This press release was issued on behalf of the news source (MileageWise), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/mileagewise-is-the-first-to-offer-lifetime-deals-for-mileage-tracking-solutions-in-the-u-s/

Info-Tech Research Group Names EnergyCAP a Leader for 2025 Data Quadrant Report

STATE COLLEGE, Pa., Jan. 28, 2025 (SEND2PRESS NEWSWIRE) — Global research and advisory firm, Info-Tech Research Group, has identified EnergyCAP as the #1 overall Champion in its 2025 Data Quadrant Report. The report findings are based on data from user reviews on the firm’s SoftwareReviews platform, the leading source for insights on the software provider landscape. EnergyCAP is a leading provider of utility bill management and energy tracking software designed to help organizations reduce energy consumption and costs.

Image caption: EnergyCAP.

After her evaluation of EnergyCAP, Yaz Palanichamy, Senior Advisory Analyst at Info-Tech Research Group, made the following statement. “As per our customer reviewer data, EnergyCAP has also been ranked as a Top-Rated vendor in the ESG reporting marketspace across various strategic dimensions such as ‘Strategy and Innovation,’ ‘Product Impact,’ ‘Contract Negotiation,’ and ‘Conflict Resolution.’ As the ESG reporting landscape continues to evolve exponentially from a regulatory perspective (e.g., iterative changes to various ESG reporting frameworks such as SASB, GRI, etc.), the need to pivot accordingly to the changes in the sustainability landscape will continue to be of paramount importance for many organizations as businesses look to boost their overall ESG spend.

“EnergyCAP continues to hold an overall viable presence in the ESG reporting vendor landscape given their unique differentiating product factors across various ESG reporting areas, such as energy/water consumption tracking, GHG emissions tracking, and more to help ensure transparent reporting to both internal and external stakeholders alike. I am confident in my assessment of EnergyCAPs’ ESG reporting solutions and believe that they are uniquely positioned in the ESG reporting vendor landscape based on both product feature capabilities and customer experience factors.”

Data Quadrant Report

Info-Tech Research Group’s Data Quadrant report measures the complete software experience to provide a comprehensive perspective on product features and capabilities compared to the provider relationship. The firm’s Data Quadrant reports recognize outstanding software providers in the technology marketplace, as evaluated by users. Providers receive user satisfaction scores across software capabilities, product features, likeliness to recommend, and provider experience, which are aggregated to result in emotional response ratings, an insight called the Net Emotional Footprint. This score is a powerful indicator of overall user feeling toward the provider and its product.

EnergyCAP received a Net Emotional Footprint of 95% for “exceptional reliability and customer support,” with top scores for usability, product support, and energy savings capabilities. These attributes are a direct result of EnergyCAP’s easy-to-use interface, powerful reporting tools, and seamless integration with utility data systems, making it an invaluable tool for organizations striving for energy efficiency and cost control.

“We are thrilled to be recognized as a leader by Info-Tech Research Group,” said Shawn Lankton, CEO of EnergyCAP. “This recognition highlights our commitment to delivering best-in-class energy management software, which helps our clients make data-driven decisions that lead to real cost savings and sustainability goals. We are deeply grateful for the feedback from our customers, and we will continue to innovate to meet their needs.”

The Data Quadrant reports published by Info-Tech Research Group evaluate and rank products based on feedback from IT and business professionals. The placement of a software provider in the Data Quadrant indicates its relative ranking as well as its categorization. The data published is collected from real end users and meticulously verified.

About Info-Tech Research Group

Info-Tech Research Group is one of the world’s leading research and advisory firms, proudly serving over 30,000 IT and HR professionals. The company produces unbiased, highly relevant research and provides advisory services to help leaders make strategic, timely, and well-informed decisions. For nearly 30 years, Info-Tech has partnered closely with teams to provide them with everything they need, from actionable tools to analyst guidance, ensuring they deliver measurable results for their organizations. To learn more about Info-Tech’s divisions, visit SoftwareReviews for software buying insights or McLean & Company for HR research and advisory services.

About EnergyCAP

EnergyCAP is the leading provider of utility bill management and energy management software. The company’s powerful tools help organizations reduce energy costs, improve sustainability, and meet their energy management goals through efficient data collection, analysis, and reporting. With over 40 years of experience, EnergyCAP has been trusted by thousands of customers, including government agencies, universities, and private companies, to optimize energy efficiency and operational performance. Learn more: https://EnergyCAP.com/.

LOGO link for media: https://www.send2press.com/300dpi/24-0510-s2p-energycap-300dpi.jpg

NEWS SOURCE: EnergyCAP LLC

This press release was issued on behalf of the news source (EnergyCAP LLC), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/info-tech-research-group-names-energycap-a-leader-for-2025-data-quadrant-report/

AFL Global Automates Energy Management and Anticipates $304K of Savings in First Year with EnergyCAP

BOALSBURG, Pa., Nov. 18, 2024 (SEND2PRESS NEWSWIRE) — AFL Global, a global leader in telecommunications and fiber optic solutions, has achieved a significant sustainability milestone by leveraging EnergyCAP, a leading energy and sustainability software platform. By implementing EnergyCAP, AFL Global has automated the management of nearly two-hundred utility accounts, which has enabled $304,000 in anticipated annual energy and utility cost savings and substantial environmental gains.

Image caption: EnergyCAP.

Facing mounting pressure from stakeholders to enhance sustainability practices, AFL had been burdened by a time-consuming process that required thirty-six hours each month to manage utility data manually. Recognizing the need for innovation, AFL turned to EnergyCAP in December 2023, revolutionizing its approach to energy management.

AFL Global Sustainability Wins:

Natural Gas Leak Detection: Identifying abnormal gas usage through software led to the discovery and repair of a natural gas leak, saving AFL $3,300 annually.
Water Leak Detection: AFL saved $10,700 and 257,000 gallons of water each year—equivalent to over one-third the volume of an Olympic-size swimming pool—by detecting and addressing water leaks.
Energy Efficiency Projects: Data insights empowered AFL to complete twenty-nine energy efficiency projects across its operations, resulting in expected savings of 1.9 million kWh and $170,000 annually.
Rate Structure Review: By reviewing utility rate structures, AFL identified an additional $120,000 in annual savings.

In addition to these financial and environmental benefits, EnergyCAP’s customizable dashboards empowered AFL to enhance transparency and communication around energy usage. AFL employees across the organization gained access to real-time energy data, enabling them to make faster, data-driven decisions.

“EnergyCAP’s software not only helps us find savings but also provides transparency with customizable dashboards available to all AFL employees,” said Geoff VanderVeen, Executive Director, Environmental Health & Safety at AFL. “We can now communicate facility data with stakeholders more efficiently, often within a month rather than the up to 6+ month lag previously experienced. This timely, transparent data reporting sets us apart, allowing us to support our sustainability initiatives with concrete, regularly updated information.”

Shawn Lankton, CEO of EnergyCAP, emphasized the importance of automation in sustainability efforts: “AFL’s success showcases the transformative power of automation in energy and sustainability data management. By streamlining manual processes and providing critical insights, EnergyCAP enables organizations to unlock significant savings while advancing their sustainability goals. AFL’s journey is a testament to how technology and data transparency can drive meaningful operational and environmental change.”

AFL’s transition from manual, labor-intensive processes to automated, data-driven practices has strengthened its sustainability credentials, proving that the right technology can make a substantial impact on both operational efficiency and sustainability performance.

As AFL continues to leverage EnergyCAP’s innovative capabilities, they demonstrate how organizations can turn external pressures into strategic advantages—achieving not only cost savings but also paving the way for a brighter, greener future.

About AFL

Founded in 1984, AFL is an international manufacturer providing end-to-end solutions to the energy, service provider, enterprise, hyperscale and industrial markets. The company’s products are in use in over 130 countries and include fiber optic cable and hardware, transmission and substation accessories, outside plant equipment, connectivity, test and inspection equipment, and fusion splicers. AFL also offers a wide variety of services supporting data center, enterprise, wireless and outside plant applications.

For more information, visit https://www.aflglobal.com/. Follow us on LinkedIn, Twitter, Facebook, and read our blog

About EnergyCAP

EnergyCAP is a leading provider of financial-grade energy and sustainability software. It empowers customers with full control and understanding of their energy and sustainability data to reduce emissions and drive savings. For over forty years, thousands of public and private institutions have been using EnergyCAP to streamline utility accounting processes, reduce resource consumption, and identify opportunities for sustainable operations. EnergyCAP helps customers who are drowning in paper bills, manual processes, and cumbersome spreadsheets and enables them to execute, analyze, and report on the energy and decarbonization projects needed to create a more sustainable world. Visit EnergyCAP.com to learn more.

LOGO link for media: https://www.send2press.com/300dpi/24-0510-s2p-energycap-300dpi.jpg

NEWS SOURCE: EnergyCAP LLC

To view the original story, visit: https://www.send2press.com/wire/afl-global-automates-energy-management-and-anticipates-304k-of-savings-in-first-year-with-energycap/

IRS Advance Notice by IRS Solutions Named as CPA Practice Advisor 2024 Tax and Technology Innovation Award Finalist

VALENCIA, Calif. /ScoopCloud/ -- IRS Solutions® announces that its cutting-edge feature, IRS Advance Notice™ (IAN), has been named a finalist for the CPA Practice Advisor 2024 Tax and Technology Innovation Award. The revolutionary new technology tracks and alerts their members to IRS transcript changes, streamlining tax resolution, improving client service, and offering steady, year-round income for tax professionals.

Transformative Technology Nominated for an Important Industry Honor

CPA Practice Advisor 2024 Tax and Technology Innovation Award finalist status recognizes IAN's role in transforming the tax industry by offering tax professionals unprecedented early insights into IRS actions. CPA Practice Advisor says, "By empowering accountants with foresight and efficiency, IRS Advance Notice is not just improving individual practices-it is elevating the entire accounting profession. This tool represents a paradigm shift in how tax professionals approach IRS interactions, setting a new benchmark for proactive, client-centered service in the digital age."

Four key features were cited that drove the selection committee's decision:

1. Predictive Analytics: Advanced algorithms use real-time transcript analysis to anticipate IRS actions.

2. Automated Vigilance: Continuous monitoring of client IRS transcripts reduces the risk of oversights.

3. Proactive Client Management: Transforming reactive practices into proactive strategies enables tax pros to address potential issues before they escalate

4. Industry-Leading Notification System: IAN is setting a new standard in the field of accounting by delivering alerts an average of two weeks before official IRS communications.

IRS Solutions' Managing Partner, Suzanne Stone, emphasizes the transformative potential of IAN: "This tool is about more than just efficiency; it's about elevating the entire accounting profession. By empowering tax professionals to stay ahead of IRS actions, we're setting a new standard in client service and tax management."

As CPA Practice Advisor noted, "IRS Advance Notice stands at the forefront of accounting technology, embodying innovation, efficiency, and excellence in tax management. IAN's user-friendly design allows for seamless integration into existing workflows. The system provides comprehensive guidance on implementation and optimal usage, ensuring firms can maximize the tool's potential."

How IRS Advance Notice Works

Included with every IRS Solutions membership, IRS Advance Notice is a revolutionary tool that peers into the IRS system to detect and alert Members to updates on client transcripts, often weeks before any official notifications are sent out. The software's predictive analytics and automated vigilance allow tax professionals to proactively manage client issues, reducing manual oversight and saving significant time.

After a simple, one-time setup, members securely connect to the IRS Transcript Delivery System (TDS) through a proprietary and agency-approved integration, then select from a list of IRS transaction codes they want to be notified about. In addition, weekly transcript updates are fed directly into a client's profile and if requested an email is sent to the member.

Adding transcript monitoring with IAN creates an additional year-round revenue stream and cultivates long-term business relationships by positioning tax pros as trusted advisors.

Enrolled Agent Emily VanCamp uses IAN at Carmona Financial Assistants and is happy with the outcome. "We have had lots of interested people signing up for IAN since we started introducing it," she says. "[My boss] thinks we can realistically expect a 20-30% revenue increase by implementing a full-scale IAN plan this year."

Transforming the Industry

Measurable impacts as cited by the selection committee included:

* Improved Client Satisfaction: Firms report up to a 40% increase in client retention rates.

* Expanded Revenue: Top-performing firms experiencing increases of more than $300,000 annually.

* Increased Efficiency: Members save an average of 10 hours per week on compliance monitoring, allowing them to focus on providing higher-value services to their clients.

David Stone concludes, "We are so proud to be named a CPA Practice Advisor 2024 Tax and Technology Innovation Award finalist. This honor validates the impact IAN is having on our industry. It recognizes the dedication our team has put into developing a tool that makes life easier for tax professionals and offers peace of mind to their clients."

About the CPA Practice Advisor 2024 Tax and Technology Innovation Award

Now in its 21st year, the CPA Practice Advisor Tax and Technology Innovation Award is a prestigious industry distinction recognizing cutting-edge technologies that advance the profession of accounting. It honors solutions that increase efficiency and profitability within accounting firms by enhancing workflow, improving accessibility, and fostering better collaboration. Five products are named as winners and up to five additional products are selected as finalists annually. To qualify, products must be 2 years old or newer or have been significantly enhanced during that period. The award committee is comprised of the CPA Practice Advisor staff and Editorial Advisory Board, along with a coast-to-coast array of accounting specialists and industry thought leaders.

IRS Solutions' CEO, David Stone, co-founded IRS Solutions with his wife Suzanne in 2011. The former IRS Agent says, "Our mission has always been to equip tax professionals with the tools they need to create steady, year-round income while providing proactive client service. We are incredibly proud to see IRS Advance Notice recognized as a game-changer by CPA Practice Advisor."

About IRS Solutions

IRS Solutions is a leading tax resolution software designed by tax professionals for tax professionals. Offering a comprehensive suite of tools including IRS Advance Notice, automated analysis, and a secure client portal, IRS Solutions is dedicated to transforming the way tax professionals work and serve their clients. Learn more at https://www.irssolutions.com/.

MULTIMEDIA:

VIDEO (Vimeo): https://vimeo.com/1008950727/07f1ae1430

IRS Solutions® announces that its cutting-edge feature, IRS Advance Notice™ (IAN), has been named a finalist for the CPA Practice Advisor 2024 Tax and Technology Innovation Award. The revolutionary new technology tracks and alerts their members to IRS transcript changes, streamlining tax resolution, improving client service, and offering steady, year-round income for tax professionals.

Related link: https://www.irssolutions.com/

PitBullTax Software Recognized on the 2024 Inc. 5000 List of Fastest-Growing Private Companies in America for Third Year in a Row

CORAL SPRINGS, Fla. /ScoopCloud/ -- PitBullTax Software, the Nation's Leading Tax Resolution Software for CPAs, EAs and Tax Attorneys has revealed it has won a spot on the 2024 Inc. 5000 list of the fastest growing private companies in America for the 3nd year in a row.

The list represents a one-of-a-kind look at the most successful companies within the economy's most dynamic segment-its independent businesses. Facebook, Chobani, Under Amour, Microsoft, Patagonia, and many other well-known name brands gained their first national exposure as honorees on the Inc. 5000.

The Inc. 5000 class of 2024 represents companies that have driven rapid growth while navigating inflationary pressure, the rising cost of capital and seemingly intractable hiring challenges. "Running a business has only gotten harder since the end of the pandemic," says Inc. editor-in-chief Scott Omelianuk. "To make the Inc. 5000-with the fast growth it requires-is truly an accomplishment. Inc. is thrilled to honor the companies that are building our future."

"We are extremely proud of making the Inc. 5000 list again and have worked very hard to grow this company into what it is today," stated Jaime S. Buchwald, CPA, Co-Founder and CEO. "The honor of making the list for the 3rd year in a row further demonstrates our dominant position in IRS tax resolution software. With the Inflation Reduction Act, Congress gave the IRS $60 billion to hire 87,000 new personnel. IRS enforcement over the next decade will be at an all-time high, and the amount of new resolution cases are going to skyrocket. With these prestigious awards, our licensees and potential licensees will now have even greater confidence in PitBullTax to handle this avalanche of new cases, not only as the nation's leader in IRS tax resolution software, but also as a nationally recognized business leader."

Jose Alfaro, Co-Founder and CTO said "With AI and the continued success of version 7.0, a quantum leap in automation that seamlessly integrates with major tech companies such as Zoom meetings, and synchronizes with Dropbox, Google Drive, One Drive, Outlook and Google Calendar and SMS communication we continue to over deliver to our licensees. Our 3nd Inc. 5000 honor is made possible by the dedication of our team and loyal licensees."

ABOUT PITBULLTAX SOFTWARE:

PitBullTax Software has licensees in all 50 states that rely on the company's software to prepare their clients' IRS resolution cases and automate their IRS tax resolution businesses. Innovation, efficiency and making its licensees more profitable are the cornerstones of the company's philosophy.

Learn more at: https://www.pitbulltax.com/

PitBullTax Software, the Nation's Leading Tax Resolution Software for CPAs, EAs and Tax Attorneys has revealed it has won a spot on the 2024 Inc. 5000 list of the fastest growing private companies in America for the 3nd year in a row. PitBullTax Software has licensees in all 50 states that rely on the company's software to prepare their clients' IRS resolution cases.

Related link: https://www.pitbulltax.com/

Tax Attorney to Millionaires Among Nation’s Best by Chambers USA, Defends High Stakes Tax Cases Before the IRS

GREENSBORO, N.C. /ScoopCloud/ -- Petrova Law, a boutique tax law firm, which represents high net worth clients and companies nationwide, has been ranked by Chambers USA among the nation's best for its work on complex and high-stakes tax law matters.

Chambers USA, a premier legal data provider, publishes the most prestigious legal rankings in the United States. The rankings are so demanding in their selection that only two percent (2%) of lawyers and 0.5% of law firms in the United States make the cut. It is truly a client's guide to the best of the best in law.

"I am honored by the recognition. This is like the Oscars, but for law firms and lawyers," Attorney Allie Petrova describes her law firm's recent honor as a Band 2 tax law firm by Chambers USA. "Chambers rankings give a voice to the complexity of the work we do and the care we take to deliver the highest level of results-driven client service in the tax realm."

Only seven North Carolina firms in tax law were recognized by Chambers USA with the high honor this year. The selection utilizes a rigorous and independent research process, ranking lawyers based on legal skills, caliber, professional conduct, and client service among other criteria valued by clients.

"We maintain a reputation for excellence. We are known for handling high stakes matters in tax law, when very significant amounts are in question," says Ms. Petrova. Many of Petrova Law's clients are multi-millionaires and large companies, for whom omissions in tax filings can have a snowball effect when combined with penalties and interest over a number of years.

Petrova Law's Tax department advises business owners, investors, and growth-oriented businesses on business tax matters. The firm represents clients before the United States Tax Court, the Internal Revenue Service, and the state taxing authorities. Attorney Petrova and her team tackle some of the most challenging cases in asset protection and tax structuring, tax-related litigation, IRS audits and administrative appeals.

Ms. Allie Petrova, an experienced tax lawyer from North Carolina, is distinguished to be among a handful of lawyers in her field with a Chambers USA recognition in the state. Chambers USA ranks law firms and lawyers separately. Ms. Petrova is highlighted as a preeminent practitioner for her strength in assisting clients with tax structuring and with legal representation in disputes before the IRS.

"Creating a guided step-by-step process for a stress-free client experience rooted in discretion is a pillar in our work," explains Ms. Petrova. It all starts with a user-friendly visit to the firm's website at www.petrovalaw.com, where clients can arrange a private and confidential consultation with one of the firm's attorneys.

About Petrova Law:

Petrova Law is a national tax law firm which exclusively represents high-income taxpayers and businesses with high-stakes, high-value tax debt before the IRS and state tax authorities.

For more information about Petrova Law, visit: https://petrovalaw.com/

Petrova Law, a boutique tax law firm, which represents high net worth clients and companies nationwide, has been ranked by Chambers USA among the nation's best for its work on complex and high-stakes tax law matters.

Related link: https://www.petrovalaw.com/

EnergyCAP Appoints Shawn Lankton as Chief Executive Officer

BOALSBURG, Pa. /ScoopCloud/ -- EnergyCAP, the leading provider of energy and sustainability enterprise resource planning (ERP) software, today announced the appointment of Shawn Lankton as Chief Executive Officer. This decision reflects the Board's continued and growing optimism across the spectrum of growth opportunities ahead for EnergyCAP.

Shawn Lankton brings a wealth of relevant experience to EnergyCAP, having driven growth in various executive roles, including Chief Executive Officer, multiple revenue leadership positions, and a leader of McKinsey & Company's software practice. Shawn trained as an Electrical Engineer at Georgia Tech, earning multiple degrees including a PhD. His background as an engineer, combined with executive leadership success, makes him the ideal leader to guide EnergyCAP into its next phase of growth.

"I am thrilled to join the EnergyCAP team during this transformative period," said Shawn Lankton. "EnergyCAP boasts an incredibly loyal customer base, a dedicated and passionate team, and an unmatched reputation for delivering best-in-class solutions around energy management, cost savings, and greenhouse gas reduction. As an engineer at heart, I have a profound appreciation for our cutting edge technology and the critical problems we are solving. We will expand our impact by executing on our core business while exploring innovative ways to support our customers as the world reacts to an evolving energy landscape. I am eager to contribute to EnergyCAP's mission and help our customers achieve greater efficiency, sustainably, and cost savings."

Fred Sturgis, Managing Director at Resurgens Technology Partners and Chairman of the Board, commented on the appointment, "We are excited about the future of EnergyCAP. We are confident that Shawn's leadership will drive significant value for all stakeholders. We look forward to supporting Shawn and the entire EnergyCAP team as they continue to deliver exceptional energy and sustainability solutions."

Steve Heinz, EnergyCAP founder and active Board member added, "Almost 45 years ago, I founded EnergyCAP on the premise that energy data can bring great value to building owners in a dozen ways. In today's world of emerging AI, sustainability imperatives, and a huge increase in the number of connected devices, the potential value of energy data is greater than ever. Shawn Lankton is a seasoned engineer and leader with a doctorate based on gaining value from data and analytics. His technical expertise and strategic vision make him uniquely qualified to lead EnergyCAP into its next chapter. I am confident that under his leadership, EnergyCAP will continue to innovate and deliver exceptional value to our clients, helping them achieve their energy cost reduction and sustainability goals."

About EnergyCAP:

EnergyCAP is a leading provider of energy and sustainability enterprise resource planning (ERP) software, empowering customers with full control and understanding of their energy & sustainability data to reduce their carbon footprint and drive savings. For over forty years, thousands of public and private institutions have been using EnergyCAP to streamline accounting processes, reduce resource consumption, and identify opportunities for sustainable operations. EnergyCAP helps customers who are drowning in paper bills, manual processes, and cumbersome spreadsheets and enables them to execute, analyze, and report on the energy and decarbonization projects needed to create a more sustainable world. Visit https://www.energycap.com/ to learn more.

About Resurgens Technology Partners:

Resurgens Technology Partners is a technology-focused private equity firm investing in North American and select European lower middle-market application and IT infrastructure software businesses. Resurgens' growing team offers a diversity of investing, operating and talent management experience, applying an active and engaged value creation approach with each portfolio company. Resurgens is headquartered in Atlanta, with additional professionals located in Austin, London, and Silicon Valley. For more information, please visit www.resurgenstech.com.

EnergyCAP, the leading provider of energy and sustainability enterprise resource planning (ERP) software, today announced the appointment of Shawn Lankton as Chief Executive Officer. This decision reflects the Board's continued and growing optimism across the spectrum of growth opportunities ahead for EnergyCAP.

Related link: https://www.energycap.com/

Asset Defense Team and Vast Solutions Group Announce a New Joint Venture for Asset Protection and Tax Strategy

SEATTLE, Wash. /ScoopCloud/ -- Asset Defense Team and Vast Solutions Group (VastSolutionsGroup.com) are pleased to announce their joint venture, VastAssetDefense.com. This partnership brings together two leading companies in the asset protection and tax strategy industry, combining their expertise and resources to provide top-quality services to clients around the globe. The alliance is introducing an advanced AI platform called "Einstein" and is currently in Beta 4.0 and is also introducing a community called Vast Vault.

Asset Defense Team is a well-respected firm known for its innovative strategies and high success rate in safeguarding assets for individuals and businesses. VastSolutionsGroup.com is a renowned provider of tax and retirement strategies using artificial intelligence with a strong track record in sophisticated tax mitigation strategies and now offers commercial property financing along with other solutions for the modern entrepreneur.

Together, Asset Defense Team and VastSolutionsGroup.com will offer a full range of asset protection services, estate planning, third party administration, and tax mitigation all while using advanced proprietary strategies and platforms. Their team of experts will collaborate closely with clients to understand their unique needs and develop customized solutions to help them grow/secure their assets and minimize risk. A key component will also be commercial property finance.

"We are excited to partner with VastSolutionsGroup.com and bring our combined expertise to the table," said Bob Bluhm, Managing Attorney of Asset Defense Team. "This joint venture will allow us to better serve our clients and provide the highest level of protection for their assets."

"Asset Defense Team is a natural fit for us, and we are thrilled to join forces with them," said R. Kenner French, of VastSolutionsGroup.com. "We believe that this partnership will allow us to better serve our clients and help them achieve their tax mitigation and asset protection goals."

About Asset Defense Team:

Asset Defense Team is a leading asset protection and estate planning firm that helps individuals and businesses safeguard their assets through innovative strategies and top-quality services.

About Vast Solutions Group:

The pioneer in tax and retirement strategies for entrepreneurs using artificial intelligence(tm). Vast Solutions Group has been in existence since 1969 and has offices throughout the U.S. Learn more at: https://vastsolutionsgroup.com/.

For more information about Vast Asset Defense, please visit the website at https://vastassetdefense.com/ or e-mail Info@VastSolutionsGroup.com.

Asset Defense Team and Vast Solutions Group (VastSolutionsGroup.com) are pleased to announce their joint venture, VastAssetDefense.com. This partnership brings together two leading companies in the asset protection and tax strategy industry, combining their expertise and resources to provide top-quality services to clients around the globe. The alliance is introducing an advanced AI platform called "Einstein" and is currently in Beta 4.0 and is also introducing a community called Vast Vault.

Related link: https://vastsolutionsgroup.com/

EnergyCAP Named Market Leader in the Summer 2024 Energy Management Software Customer Success Report

STATE COLLEGE, Pa. /ScoopCloud/ -- EnergyCAP has been named a Market Leader in the Energy Management Software category for the Summer 2024 Customer Success Report published by FeaturedCustomers. FeaturedCustomers is the leading customer success content marketing platform for B2B business software & services helping potential B2B buyers make informed purchasing decisions through vendor validated customer success content such as customer testimonials, success stories, case studies, and customer videos.

FeaturedCustomers evaluated all the potential Energy Management Software companies on its platform for possible inclusion in the report. Only 21 companies met the criteria needed for being included in the Summer 2024 Energy Management Software Customer Success Report. EnergyCAP earned a Market Leader award in the category.

The Customer Success Report is based on the curation of authenticated case studies, testimonials, and videos from across the web, telling a complete story of vendors in the Energy Management Software space through real customer experiences. Rankings are determined by multiple factors including total number of customer success content, social media and market presence, vendor momentum based on web traffic and search trends, and additional data aggregated from online sources and media properties.

Market Leader - The Market Leader designation is awarded to vendors with substantial customer base & market share and enough customer success content to validate their vision. Leaders have the highest ratio of customer success content, content quality score, and social media presence relative to company size. Highly rated by customers, EnergyCAP consistently publishes high quality, vendor produced customer success content and curates quality customer references from multiple third-party sites.

The full report, along with EnergyCAP's profile, is available for you to download here: https://www.featuredcustomers.com/vendor/energycap

"Being recognized as a Market Leader in the Summer 2024 Energy Management Software Customer Success Report by FeaturedCustomers is a testament to the hard work and dedication of our team at EnergyCAP," said Tom Patterson, CEO of EnergyCAP. "Our commitment to delivering exceptional energy and sustainability solutions and ensuring customer success remains at the forefront of our mission.

"This accolade reflects our consistent efforts to provide top-tier service and innovative solutions that empower our customers to achieve their sustainability goals. We are honored by this recognition and will continue to strive for excellence in helping our clients manage their energy data and drive sustainable outcomes."

About EnergyCAP:

For forty years, EnergyCAP has helped over 10,000 energy and sustainability leaders across government, education, and commercial sectors streamline utility bill accounting, energy management, and sustainability reporting. EnergyCAP's financial-grade energy data analytics platform and tools make it the leading energy and sustainability ERP platform on the market today. EnergyCAP, LLC is a multiple year winner of ENERGY STAR Partner of the Year, Inc. 5000 Fastest Growing Private Companies, and Environmental Leader's Product of the Year. In addition to software, EnergyCAP, Inc. provide implementation, training, utility bill processing & management, and support services. Learn more: https://www.energycap.com/.

About FeaturedCustomers:

FeaturedCustomers, the world's only customer reference platform for B2B business software & services, helps potential B2B buyers research and discover business software & services through vendor validated customer reference content such as customer testimonials, success stories, case studies, and customer videos. Every day their platform helps influence the purchasing decisions of thousands of B2B buyers in the final stages of their buying cycle from Fortune 500 companies to SMB's. For more information, visit https://www.featuredcustomers.com/.

EnergyCAP has been named a Market Leader in the Energy Management Software category for the Summer 2024 Customer Success Report published by FeaturedCustomers. FeaturedCustomers is the leading customer success content marketing platform for B2B business software & services helping potential B2B buyers make informed purchasing decisions through vendor validated customer success content.

Related link: https://www.energycap.com/

Garden Studios Bills Tenants and Identifies Energy Waste with EnergyCAP

STATE COLLEGE, Pa. /ScoopCloud/ -- Garden Studios, an innovative film studio based in London, has transformed its utility management and billing processes by implementing EnergyCAP's leading energy management platform. This move aligns with Garden Studio's commitment to sustainability as a certified B Corporation, dedicated to responsible business practices.

Garden Studios is a dynamic, B Corp™ certified startup specializing in providing state-of-the-art facilities for film, television, commercial, and music video productions. In addition to their production services, Garden Studios offers utility reselling to their tenants, necessitating efficient and accurate energy management. To enhance this aspect of their operations, Garden Studios turned to EnergyCAP SmartAnalytics™ for real-time energy analysis.

The studio embarked on modernizing their utility billing process through the deployment of EnergyCAP SmartAnalytics (formerly known as Wattics). This robust platform has enabled Garden Studios to effectively map and monitor energy consumption, streamline billing for customers, and pinpoint areas of energy inefficiency, thereby reinforcing their sustainability objectives.

"The traditional utility management at most studios is overly manual and inefficient," explained Rich Phillips, CTO of Garden Studios. Recognizing the need for a more technologically advanced solution, Garden Studios sought to replace their outdated manual tracking and billing systems to enhance accuracy and reduce labor-intensive processes.

The transition to EnergyCAP SmartAnalytics was seamless, supported by the platform's simplicity and powerful features. "This web-hosted platform suits our tech-forward approach, reflecting my background in software development and product management," said Phillips.

EnergyCAP SmartAnalytics provides an advanced solution for data collection from utility providers, analysis, and insightful reporting, which Garden Studios leverages for customer billing. "It's a comprehensive tool that allows us to break down consumption data and generate precise bills," Phillips noted.

Garden Studios has achieved significant improvements in utility charge recovery and energy waste reduction. "By billing accurately and identifying waste, we've seen rapid savings," Phillips remarked. The platform highlights areas of excess consumption, such as unnecessary lighting left on during off-hours. The intuitive dashboards and graphs have been instrumental in achieving these results, providing clear and actionable data that drives decision-making.

About Garden Studios:

Garden Studios is a forward-thinking film studio in London, dedicated to sustainability and innovation in the creative industries. As a B Corp certified organization, they are committed to maintaining high standards of social and environmental performance, accountability, and transparency. Learn more: https://www.gardenstudios.io/.

About EnergyCAP:

EnergyCAP is a leading provider of energy and sustainability enterprise resource planning (ERP) solutions. With a proven track record of delivering exceptional value and results for over forty years, EnergyCAP helps thousands of public and private organizations optimize energy consumption, reduce costs, and enhance sustainability efforts. By providing robust data collection, analysis, and reporting capabilities, EnergyCAP empowers organizations to make informed decisions and achieve their energy management and sustainability goals. Visit https://www.energycap.com/ to learn more.

MULTIMEDIA:

VIDEO (YouTube): https://youtu.be/6q6zjZu0AUU?si=yRh-R5Exy-wxSce8

RELATED LINKS:

https://www.energycap.com/energy-monitoring-software/

Garden Studios, an innovative film studio based in London, has transformed its utility management and billing processes by implementing EnergyCAP's leading energy management platform. This move aligns with Garden Studio's commitment to sustainability as a certified B Corporation, dedicated to responsible business practices.

Related link: https://www.energycap.com/

KROST Acts as the Exclusive Financial Advisor to United Filters International in its Sale to ENPRESS LLC

LOS ANGELES, Calif. /ScoopCloud/ -- United Filters International (UFI), a recognized leader in the design and manufacture of an expansive range of liquid filtration solutions, was recently sold to ENPRESS LLC, a leading manufacturer of composite pressure vessels and water filtration technologies. KROST was the exclusive financial advisor, and the terms of the transaction were not disclosed.

About United Filters International

With manufacturing locations in California and Texas, United Filters International (UFI) provides filtration solutions to domestic and international customers servicing food, beverage, potable and wastewater applications as well as energy and industrial applications through its extensive network of Original Equipment Manufacturers (OEMs), and through a growing network of dealers and distributors.

ENPRESS LLC, an Eastlake, Ohio Company, is a worldwide leading manufacturer of composite pressure vessels and water filtration technologies for use in water treatment.

"Although 2023 was a down year for M&A activity, both in the US and internationally, we are seeing an uptick in transaction volumes and values in early 2024 and we expect that trend to continue," said Paren Knadjian, Principal and Head of M&A at KROST.

The KROST M&A and Capital Markets team provides a range of advisory services, including sell-side M&A, buy-side M&A, equity financing, debt financing, debt refinancing, transaction support, fund management services, business valuations, exit planning, and restructuring. Having successfully participated in over 300 M&A and Capital Markets transactions, worth over $4 billion, the team has the skillset and experience to fulfill the requirements of a wide range of M&A and Capital Market's needs.

ABOUT KROST CPAS & CONSULTANTS

Established in 1939 in Pasadena, California, KROST, is a full-service Certified Public Accounting and Consulting firm serving clients across various industries. Their focus is recognizing opportunities and creating value for clients by equipping them with the tools to make better business and financial decisions for the future. As trusted advisors, clients depend on KROST to provide timely information, innovative solutions, and result-driven teamwork to ensure success. Along with providing traditional services, such as Tax, Accounting, and Assurance & Advisory, we also provide special services, including Client Accounting Services (CAS), Mergers & Acquisitions, Wealth Management, Tax Specialty Services, KROST Business Intelligence (KBI), and KROST Fund Admin Solutions.

Contact KROST for a complimentary consultation to see how their award-winning firm can provide a unique package catered to the needs of your specific situation: https://www.krostcpas.com/contact.

Learn more about KROST's services: https://www.krostcpas.com/services

United Filters International (UFI), a recognized leader in the design and manufacture of an expansive range of liquid filtration solutions, was recently sold to ENPRESS LLC, a leading manufacturer of composite pressure vessels and water filtration technologies. KROST was the exclusive financial advisor, and the terms of the transaction were not disclosed.

Related link: https://www.krostcpas.com/

EnergyCAP Eco Champion Award Winners Announced

STATE COLLEGE, Pa. /ScoopCloud/ -- In the inaugural EnergyCAP Eco Champion Awards, leaders in sustainability and energy efficiency were celebrated across a diverse range of industries and use cases. All awards are based on submissions from the 2023 calendar year.

This year's awards included the following categories:

MOST SUSTAINABLE ORGANIZATION

WINNER: The University of California System has earned the distinction of being named this year's Most Sustainable Organization, a testament to its wide-ranging and strategic approach to sustainability. Across its numerous campuses, the UC system has set ambitious carbon neutrality goals, embarked on renewable energy projects, and implemented waste reduction initiatives. Its leadership role in the higher education sector for sustainability, a firm commitment to decarbonization, and detailed sustainability reporting have established a high standard for others to follow.

This commendation is further bolstered by the UC system's significant pivot from relying on carbon offsets to making a firm commitment towards the full decarbonization of its operations, a move that signals a deepened commitment to reducing its carbon footprint. Acknowledging the limitations of carbon offsets, the UC system has opted for direct action in emissions reduction across its ten campuses and five medical centers. Utilizing EnergyCAP, the UC system meticulously tracks and manages utility usage, enabling precise reporting on Scope 1 and 2 GHG emissions. This systematic and organized approach to energy data underscores the UC system's effective strategy in monitoring, analyzing, and reporting its sustainability progress systemwide.

RUNNERS UP: The University of Cincinnati, Miami-Dade County, FL, and Chesterfield County, VA.

RISING STAR: AFL Global is recognized as a rising star in sustainability.

MOST ENERGY COSTS AVOIDED

WINNER: The United States Department of State's Bureau of Overseas Buildings Operations has been honored with the "Most Energy Costs Avoided in 2023" award, a distinction that underscores its leadership in energy efficiency and cost management. This achievement is significantly attributed to Energy Manager, Jennifer (Jenna) Faupel, PE, CEM, who spearheaded the Department's Energy Analytics program. Under her guidance, the Department successfully navigated the complexities of managing energy consumption and invoices across 244 global locations, dealing with challenges such as multiple languages, currencies, vendors, and rate schedules.

Jenna's leadership in implementing the EnergyCAP system has not only facilitated the identification and realization of considerable cost savings but has also supported the Department's strategic energy management and greenhouse gas inventory efforts. Despite the daunting task of coordinating a vast and complex data set with limited resources, Jenna's focus on utility cost savings has yielded impressive results:

Total 2023 Savings Achieved: $1.3 million to date, with over $5 million in identified potential savings projects pending.

2023 Utility Agreement Modifications Resulting in Annual Cost Savings:

* $155,000 at the US Embassy Jakarta for adjusted minimum billed electricity use.

* $219,000 at the US Consulate General Karachi by shifting to a time-of-use tariff.

* $305,000 at the US Embassy N'Djamena through minimum billed demand adjustments.

* $60,000 at the US Consulate General Johannesburg, also through minimum billed demand changes.

RUNNERS UP: The University of Cincinnati and Charlotte County, FL

THE ENERGYCAP TRIFECTA AWARD

Winner: The University of Texas Medical Branch (UTMB) has distinguished itself by securing the Trifecta Award, thanks to its dual nominations and the tangible energy savings achieved using EnergyCAP's comprehensive suite of software solutions. Since adopting EnergyCAP in 2017, UTMB has effectively leveraged the software for a variety of purposes, including data collection, Bill CAPture, chargebacks, and, more recently, the integration of SmartAnalytics and CarbonHub.

One notable success story from UTMB's application of EnergyCAP SmartAnalytics involved the identification of a malfunctioning chilled water valve, which, once corrected, yielded $25,000 in savings within just a year. This instance, particularly exemplified by the improvements made in the Customs House, is just a starting point for UTMB, as they aim to extend these energy-saving practices across their facilities, demonstrating a scalable model of efficiency and sustainability.

RUNNERS UP: University of New Mexico and the University of Nebraska-Lincoln

MOST CREATIVE ENERGY PROJECT

WINNER: The University of Cincinnati was awarded the "Most Creative Energy Project" for its course, "Energy, Environment and Society," co-taught by Eugene Rutz and Sid Thatham. This innovative course educates students from all disciplines about energy technologies, policies, and practices globally through debates, tours, presentations, and a hands-on capstone project where students devise real-world energy solutions. A unique aspect is its study-abroad program in Scotland, where students compare international energy perspectives with domestic ones, gaining insights from various sectors.

The course aims to empower the next generation of leaders with a deep understanding of the complex factors influencing energy policy and sustainability. By incorporating tools like EnergyCAP UtilityManagement and EnergyCAP CarbonHub, it will enable students to analyze real energy and carbon data, fostering critical thinking and practical problem-solving skills. This recognition underscores the University of Cincinnati's commitment to preparing students to address and influence the future of energy and sustainability critically and creatively.

RUNNER UP: The Youth in Energy Empowerment Program (YEEP) followed closely as runner up with its inspiring initiatives to grow and train the next generation of sustainability professionals.

MOST CREATIVE SUSTAINABILITY Program

Winner: The Pennsylvania State University received the "Most Creative Sustainability Project" award for its nine-acre Sustainability Experience Center. This living laboratory on the University Park campus engages in sustainability across food, energy, water, and community systems. Highlight projects include the Eco-Machine, which purifies wastewater while producing biofuels, and the MorningStar Solar Home, a fully renewable-energy powered residence that exemplifies energy self-sufficiency.

BEST DASHBOARD

WINNER: The St. Johns County School District (SJCSD)'s distribution of its energy incentives through its public dashboards has earned it the "Best Public Dashboard" award.

In September 2008, the School Board adopted an innovative Energy Management Program (EMP) aimed at controlling and optimizing the cost and consumption of energy and related products across all district facilities.

Since the inception of the EMP, the footprint of SJCSD's facilities has expanded significantly; the district's gross facility footprint grew by over 35% from 4,977,748 square feet in 2008 to 6,746,702 square feet by the end of FY 2020. Despite this growth, the district has demonstrated remarkable efficiency improvements and cost savings through its energy management strategies and has publicized the data through its EnergyCAP Public Dashboard.

The SJCSD's efforts are highlighted through comprehensive dashboards that track energy, water, and sewer usage and costs across more than 40 school sites and over 180 accounts. While natural gas utility bills are currently tracked outside of the Energy Management Program, the district is actively working to integrate all commodities into its energy management system. St. Johns County SD's Utilities Overview dashboard

CONCLUSION

EnergyCAP applauds all 2023 Eco Champion Awards winners and runners-up for their dedication to pioneering sustainable practices, reducing environmental footprints, and leading by example in their communities and beyond. Their achievements are a testament to the potential of collective efforts in making a significant impact on our planet's health and future.

For more information about the awards and this year's winners, download the 2023 Eco Champions ebook: https://www.energycap.com/resource/eco-champion-awards-celebrating-2023-winners/.

Winners will receive their physical awards at the Eco Champion awards ceremony happening at EnergyCAP's annual training conference, Catalyst 2024, in Denver, Colorado.

About EnergyCAP:

EnergyCAP is a leading provider of energy and sustainability enterprise resource planning (ERP) solutions. With a proven track record of delivering exceptional value and results for over forty years, EnergyCAP helps thousands of public and private organizations optimize energy consumption, reduce costs, and enhance sustainability efforts. By providing robust data collection, analysis, and reporting capabilities, EnergyCAP empowers organizations to make informed decisions and achieve their energy management and sustainability goals. Visit https://www.energycap.com/ to learn more.

In the inaugural EnergyCAP Eco Champion Awards, leaders in sustainability and energy efficiency were celebrated across a diverse range of industries and use cases. All awards are based on submissions from the 2023 calendar year. EnergyCAP is a leading provider of energy and sustainability enterprise resource planning (ERP) solutions.

Related link: https://www.energycap.com/

KROST Named Top 100 Firm and Regional Leader 2024 by Accounting Today

LOS ANGELES, Calif. /ScoopCloud/ -- For the fourth year in a row, Accounting Today has named KROST a Top 100 Firm. The firm ranked 82nd on the list by continuing to expand its services. In addition, KROST has once again earned the title of Regional Leader for the second year in a row, marking its third recognition in this category. From receiving these accolades to celebrating its 85th anniversary this year, KROST has reached another milestone in 2024.

"On behalf of everyone at KROST, we are deeply honored to be recognized as Accounting Today's Top 100 Firm and Regional Leader of 2024. The firm could not have achieved this without the support and diligence of our staff, who made this possible. I am greatly appreciative of the contributions and dedication of our team members. In recognition of our ongoing commitment to provide excellence, we will continue to work harder to achieve even greater success," said Jason C. Melillo, CPA, KROST CEO.

Accounting Today's Top 100 Firms and Regional Leaders lists include data analysis of leading national and local firms, as well as their chief executives' take on the major issues facing their firms and their strategies for success for the year and beyond. The awards rank the largest regional and nationwide tax and accounting firms by revenue. Previously, Accounting Today has named KROST a Top 100 Firm in 2023, 2022, and 2021, as well as a Regional Leader in 2023 and 2019. In addition, the firm has also been recognized as one of the Fastest Growing Firms in 2021 and 2018, and a Top Firm to Watch in 2017. To view the full list of KROST's awards and recognition, visit KROSTCPAs.com/awards.

Accounting Today is the leading information resource for public accountants - serving the community of professionals who provide tax preparation, bookkeeping, auditing, financial planning, and business advisory and consulting services to individuals and small businesses. Accounting Today is sharply focused on the industry's most important concerns, including tax law, accounting standards, technology, audit and assurance, and wealth management. Its analysis and breaking news, opinion and expert advice, and practical business-building ideas enable partners, principals, and practitioners to make informed decisions about their business and the clients they serve.

ABOUT KROST CPAS & CONSULTANTS:

Established in 1939 in Pasadena, California, KROST is a full-service Certified Public Accounting and Consulting firm serving individual and business clients of various sizes and industries. As trusted advisors, clients depend on KROST to provide timely information, innovative solutions, and result-driven teamwork to ensure success. KROST's mission is to simplify the complex and provide expert services that make your life easier. Along with providing traditional services, such as Tax, Accounting, and Assurance & Advisory, they also provide special services, including Client Accounting Services (CAS), Mergers & Acquisitions, Wealth Management, Tax Specialty Services, KROST Business Intelligence (KBI), and KROST Fund Admin Solutions.

Contact KROST for a complimentary consultation to see how their award-winning firm can provide a unique package catered to the needs of your specific situation.

Learn more about KROST's services: https://www.krostcpas.com/services

For the fourth year in a row, Accounting Today has named KROST a Top 100 Firm. The firm ranked 82nd on the list by continuing to expand its services. In addition, KROST has once again earned the title of Regional Leader for the second year in a row, marking its third recognition in this category. From receiving these accolades to celebrating its 85th anniversary this year, KROST has reached another milestone in 2024.

Related link: https://www.krostcpas.com/

EnergyCAP earns 2024 Environment+Energy Leader Top Product Award

STATE COLLEGE, Pa. /ScoopCloud/ -- EnergyCAP proudly announces that it has been awarded a coveted Top Product of the Year Award in the Environment+Energy Leader Awards program. This year marks a milestone as the program divides accolades into six innovative categories, tailoring recognition to specific sustainability and energy management excellence sectors. EnergyCAP's suite of solutions, UtilityManagement™, CarbonHub™, and SmartAnalytics™, together earned a top spot in the Software & Cloud category, setting a benchmark for innovation and sustainability in its class.

For more than a decade, the Environment+Energy Leader Awards program has honored organizations whose outstanding efforts and leadership drive forward the sustainability agenda. EnergyCAP's software suite provides a powerful set of tools for customers of all sizes and across every industry to track and report on their energy usage, gain a financial grade view of their emissions, and use real-time energy and sustainability analytics, machine learning, and device monitoring to reduce CO2 emissions throughout their facilities and meet net zero goals faster, better, and while saving significant cost and resources.

EnergyCAP's innovation and commitment to constant improvement captured the attention of the Environment+Energy Leader judges' panel in a year filled with remarkable entries. The panel highlighted EnergyCAP's 40+ years of industry experience, user-friendly cloud-based platform, and centralized decision making across an organization. Feedback from the panel was unequivocal: "Evaluating EnergyCAP reveals it as a comprehensive solution for managing a wide array of energy data, including GHG emissions and utility bills. It excels in democratizing access to this information across teams, facilitating in-depth analysis and easily delivering actionable insights."

Tom Patterson, CEO of EnergyCAP, LLC echoed the panels' feedback and expressed gratitude for the award: "EnergyCAP is humbled by the recognition we've seen from a number of organizations this year, especially the Environment+Energy Leader Awards. Their thorough, unbiased evaluation aligns with what we hear from customers every day - that EnergyCAP provides actionable insights saving time, costs, and energy usage, while providing ubiquitous access as a single source of truth. There's a reason customers trust our platform to evaluate tens of thousands of their emissions records, and millions of utility bills, every year. We're thrilled to see that the panel recognized both our extensive 40-year history in the industry, and our commitment to remain cutting edge."

About EnergyCAP:

EnergyCAP is a leading provider of energy and sustainability enterprise resource planning (ERP) solutions. With a proven track record of delivering exceptional value and results for over forty years, EnergyCAP helps thousands of public and private organizations optimize energy consumption, reduce costs, and enhance sustainability efforts. By providing robust data collection, analysis, and reporting capabilities, EnergyCAP empowers organizations to make informed decisions and achieve their energy management and sustainability goals.

Visit https://www.energycap.com/ to learn more.

For media inquiries, please contact:

Amber Artrip

VP of Marketing

EnergyCAP

marketing@EnergyCAP.com

About the Environment + Energy Leader Awards:

For well over a decade now, the Environment+Energy Leader Awards program has celebrated the exceptional advancements made in the realms of environmental, sustainability, and energy management. The awards recognize those who contribute and set new standards in the industry, setting a high standard for others to follow. Winners of the awards are seen as Leaders in environmental initiatives and energy management, with their achievements serving as benchmarks for excellence across the globe.

EnergyCAP proudly announces that it has been awarded a coveted Top Product of the Year Award in the Environment+Energy Leader Awards program. This year marks a milestone as the program divides accolades into six innovative categories, tailoring recognition to specific sustainability and energy management excellence sectors. EnergyCAP's suite of solutions, UtilityManagement™, CarbonHub™, and SmartAnalytics™, together earned a top spot in the Software & Cloud category.

Related link: https://www.energycap.com/

Informative Research Announces Manual VOI Integration with Veri-Tax to Improve Mortgage Verification Services

GARDEN GROVE, Calif. /ScoopCloud/ -- Informative Research, a leading technology platform that delivers data-driven solutions to the lending community, announced the integration of Veri-Tax, the market leader in delivering the industry's fastest verifications, into its proprietary Verification Platform. The integration merges Informative Research's platform with Veri-Tax's verification services so lenders can access advanced validation tools that elevate the accuracy and reliability of borrower information.

This integration aligns seamlessly with Informative Research's mission to provide end-to-end credit and verification services that streamline the lending process and drive positive outcomes for lenders and borrowers alike. With Veri-Tax's expertise and technology complementing Informative Research's existing capabilities, clients can expect enhanced efficiency, accuracy, and speed in their verification processes.

"We recognized the need for a strategic partner that shares our commitment to delivering value in verification services," said Informative Research SVP Craig Leabig. "This collaboration expands the product set available on Informative Research's Verification Platform. Adding a best-in-breed manual verification product to the mix enhances our ability to help lenders streamline the loan manufacturing process."

By eliminating manual procedures and significantly reducing turnaround times, Veri-Tax enhances Informative Research's service offerings, ultimately enhancing the borrower experience and expediting loan origination timelines. Leveraging its "employer happiness" process, innovative digital tools, and an employer intelligence database of over 4 million transactions and growing, Veri-Tax ensures swift and precise verifications, further bolstering Informative Research's reputation for efficiency and reliability in the mortgage industry.

"Employer sourced data is accurate, detailed, contextual, and prospective making it an essential complement to payroll data. But employer interactions are daunting and complicated. So, we have been sharply focused in streamlining and re-engineering this manual process with technology and data, and achieved market leadership as a result of our disciplined focus," said Veri-Tax CEO Nick Lim. "We are excited by our collaboration with Informative Research and look forward to the opportunity to help serve their clients. By combining our expertise and resources, we are poised to redefine industry standards and drive positive outcomes for lenders and borrowers alike."

Veri-Tax concentrates solely on verifications of employment and income. This specialization allows them to excel in their domain, offering unparalleled expertise and efficiency to clients. Veri-Tax's commitment to excellence has earned them partnerships with many of the nation's top lenders, who entrust them with 100% of their manual verification needs. By partnering with Veri-Tax, Informative Research gains access to this expertise and reputation, further solidifying its position as a leading provider of credit and verification solutions in the mortgage industry.

About Informative Research:

Informative Research, a Stewart company, is a leading technology platform that delivers data-driven solutions to the lending community. The solutions provider currently serves mortgage companies, banks, and lenders throughout the United States. The company is recognized for streamlining the loan process with its straightforward service model, progressive solutions, and cutting-edge technology. To learn more, visit https://www.informativeresearch.com/.

About Veri-Tax:

Veri-Tax is a leading national verification specialist sharply focused on offering Verification of Income and Employment, 4506-C Tax Transcripts, and SSN and EIN Verifications. We have been fortunate to have earned the trust and confidence of nearly 1,000 clients and growing including 3 of the top 5 banks in the country and other large, midsized, and smaller banks, credit unions, lenders, fintech players, and other financial services players. Our technology-enabled service is ultimately differentiated by our "customer happiness" culture which guides our strategy, innovation, and execution on each and every single order every day. Visit https://www.veri-tax.com/ or call our Customer Happiness Team at 949-783-2100 to learn more.

Informative Research, a leading technology platform that delivers data-driven solutions to the lending community, announced the integration of Veri-Tax, the market leader in delivering the industry's fastest verifications, into its proprietary Verification Platform. The integration merges Informative Research's platform with Veri-Tax's verification services so lenders can access advanced validation tools that elevate the accuracy and reliability of borrower information.

Related link: https://www.informativeresearch.com/

Tax Relief CPA Alerts Delinquent Taxpayers as IRS Intensifies Collection Efforts and Audit Activities for 2024

LOS ANGELES, Calif. /ScoopCloud/ -- James Cha, a CPA and a Certified Tax Resolution Specialist from Ace Plus Tax Resolution, alerts that the IRS is ramping up collections and tax audits in 2024, and urges taxpayers to act with tax relief strategies.

:: IRS Increasing Audits, Collections, and Tax Levies in 2024

For years, the IRS paused many collection actions due to COVID-19, halting notices from its Automated Collection System. But in 2024, that reprieve ends as the agency ramps up collections and audits with increased funding.

If you haven't received IRS notices recently about unfiled returns or unpaid taxes, expect that to change. The IRS is hiring more auditors and resuming collection notices aggressively. Be prepared for stepped-up IRS collections efforts in 2024.

:: 2024 IRS Hiring Increase and Enforcement Efforts to Surge with New Funding

The Inflation Reduction Act provided $80 billion for the IRS to modernize and enhance tax enforcement. With the funds, the agency plans to hire thousands of new auditors, revenue officers, and personnel. The hiring blitz is already underway.

James states, "The IRS currently has about 14,000 enforcement personnel but aims to rapidly expand its workforce, with a 55% auditor increase targeted for 2024 alone according to watchdog reports."

:: Resumption of IRS Collection Notices

During the COVID-19 pandemic, the IRS took many steps to help taxpayers, including increased tax credits, new tax credits for employers, and halting many collection activities.

As of 2024, the IRS is sending out new collection notices, and it's using Letter LT38 to alert taxpayers about upcoming collection notices. The agency is also sending out demands for payment and notices about unfiled returns.

If you have unpaid taxes or unfiled tax returns, expect to see the following notices soon:

* LT38 - This notice alerts you of your unpaid tax debt and advises you that the agency is going to start sending out notices again. It also informs taxpayers of automatic penalty relief on failure-to-pay penalties for tax years 2020 and 2021 for taxpayers with assessed balances of $100,000 or less for each tax year.

* CP59 - The IRS sends this notice to people with unfiled tax returns. You can respond by filing the enclosed Form 15103 which allows you to explain why you haven't filed or why you're not required to file. If you don't respond, the IRS may issue a substitute for return to assess tax against you more than you were supposed to owe and start the collections process.

* CP3219N - The IRS uses this notice of deficiency to alert people with unfiled returns about a proposed tax assessment made against them. When you receive this notice, you have 90 days (150 days if you're out of the country) to file a tax return, appeal in Tax Court, or agree with the assessment.

* CP504 - The IRS sends this notice to people with unpaid taxes before it seizes their state tax refunds and starts to seize other assets (wages, bank accounts, personal/business property, real estate, etc.). The IRS started sending these notices to people who owe for 2022 and older tax debts.

The IRS is boosting compliance efforts, intensely targeting high-income non-filers. In a Feb 29 announcement, the agency said it issued over 125,000 notices for unfiled 2017-2022 returns. Around 25,000 cases involve taxpayers with over $1 million income, while 100,000 are for those earning $400,000-$1 million.

However, that doesn't mean you don't have to worry if you have unpaid taxes and your income is lower than the above thresholds. Janet Yellen did not deny a claim that 90% of new IRS audits would be on individuals making less than $400,000 annually. Also, The IRS still uses the $200,000 threshold to measure high-income returns since it defined high-income taxpayers as those with a total positive income of $200,000 or more.

As the IRS continues to increase collection efforts through 2024 and beyond, the agency will reach out to millions of taxpayers at all kinds of income levels.

:: Taxpayer Options for Unpaid Taxes

Unpaid taxes can be extremely stressful, but there are options. The IRS offers the following payment plans and relief options to taxpayers who owe back taxes:

* Installment agreement - Take up to the collection expiration date to make monthly payments on your tax debt. Interest and a small late payment penalty will continue to accrue on your account, but the IRS won't pursue any collection actions against you.

* Partial payment installment agreement - A special type of monthly payment plan with a reduced amount where the IRS waives the remaining balance at the end of the payment plan, but you must provide financial disclosure to prove that you're paying the highest monthly payments that you can afford.

* Offer in compromise - You pay the most you can afford to pay based on your income and assets in a lump sum or 24 monthly payments with this one-time settlement. The IRS forgives the remaining balance, but you must stay compliant with certain rules for the next five years or you risk losing the agreement.

* Currently not collectible - To get your account marked as currently not collectible, you must prove to the IRS that you can't afford to pay anything. Then, the IRS pauses all collection actions against you until your finances improve.

There are also other relief programs that may be able to help you. For example, unpaid payroll taxes can lead to severe consequences from the IRS, including the Trust Fund Recovery Penalty, levies, and seizures, but seeking professional tax representation can help resolve these issues and protect your business from the IRS's aggressive collection actions.

Penalty abatement can reduce or eliminate penalties based on reasonable cause or first-time incidents. The IRS's Innocent Spouse program helps taxpayers who are facing tax debt due to actions their spouse took without their knowledge. Additionally, depending on the situation, you may also want to look into tax appeals, OICs based on doubt of equity, or OICs based on effective tax administration.

:: Steps Towards Compliance: Responding to 2024 Notices

IRS Commissioner Danny Werfel said, "The IRS is now taking swift and aggressive action to close the tax gap and has a variety of efforts underway to improve compliance in overlooked areas."

If you receive an LT38, CP59, CP504, or any other IRS collection notice, don't ignore it. Failure to respond will lead to increased penalties and more interest, and it could subject you to involuntary collection actions such as tax liens, wage garnishments, tax levies, and passport revocation or denial.

A tax relief professional can also help you identify the best option and negotiate with the IRS on your behalf.

:: Get Ready for IRS Collections 2024

James advises, "There are numerous tax relief options that are put forth by the government, but individuals and business owners should seek an experienced tax relief specialist who can strategize, take full advantage, and save considerable sums of money for taxpayers."

About Ace Plus Tax Resolution:

Ace Plus Tax Resolution provides customized solutions to taxpayers with IRS and state tax problems. James Cha is a CPA and Certified Tax Resolution Specialist at Ace Plus Tax Resolution, and has been representing his clients and dealing with the IRS for 35 years. His practice is in Los Angeles, yet his clients are all across the nation. Learn more at: https://aceplustaxresolution.com/

Contact him at (213) 600-7388 or James@AcePlusTaxResolution.com for a free consultation.

MULTIMEDIA:

VIDEO Channel (YouTube) - https://tinyurl.com/3tk6vmu6

James Cha, a CPA and a Certified Tax Resolution Specialist from Ace Plus Tax Resolution, alerts that the IRS is ramping up collections and tax audits in 2024, and urges taxpayers to act with tax relief strategies. If you haven't received IRS notices recently about unfiled returns or unpaid taxes, expect that to change. The IRS is hiring more auditors and resuming collection notices aggressively. Be prepared for stepped-up IRS collections efforts in 2024.

Related link: https://aceplustaxresolution.com/

Tax attorney to millionaires, Allie Petrova, warns about new IRS tactics against taxpayers

GREENSBORO, N.C. /ScoopCloud/ -- It is official now: The Internal Revenue Service is going after high-income taxpayers who need to be filing returns, reporting income, and coming to terms with overdue taxes, penalties, and interest, cautions renowned tax attorney and national speaker Allie Petrova, founder of Petrova Law PLLC, a premier tax resolution law firm.

In its effort to improve tax compliance in the high-income categories, the IRS has started mailing out compliance letters to more than 25,000 individuals and families with more than $1 million in income earned during tax years 2017 through 2021. IRS compliance letters have also gone out to over 100,000 high-income earners with incomes between $400,000 and $1 million for the same period.

"Clients typically feel overwhelmed in these situations. It is important to not delay and to consult with a specialized tax attorney right away because deadlines are tight. The last thing you want is to miss an IRS deadline," cautions attorney Petrova, who guides taxpayers with high-stakes tax debt in the six and seven digits. Attorney Petrova works with clients from all over the country.

Curiously enough, this is all low-hanging fruit for the IRS because these cases were flagged based on Forms W-2 and 1099 received by the IRS from third parties. The IRS was unable to match this income data with corresponding returns, which indicated that these high-income earners received income, but did not file tax returns.

What does that mean to you? Make sure you open your incoming mail, particularly from the IRS and the state tax authorities. Muster some courage and open it right away, do not let it linger on your desk or the kitchen counter.

In some cases, the IRS can file on behalf of taxpayers what is called a substitute for return based on income reported on Forms W-2 and 1099s. That leads to exorbitantly high taxable income because the IRS does not take into account all applicable deductions. Then, the taxpayer has the daunting task to prove that this taxable income should be lower.

If a taxpayer hasn't filed tax returns for any of the immediately preceding couple of years, the first action to take would be having these returns prepared and filed after a consultation with a tax attorney.

"When a client came to my office recently, we discovered that her family - she and her husband - owed the IRS a balance of over $600,000. While she expected some balance due to non-routine transactions, the magnitude was a bit of a surprise. IRS balances can snowball with the added interest and penalties," shares tax attorney Allie Petrova.

The IRS has been strengthening its enforcement efforts for a while now. Thanks to Inflation Reduction Act funds, it finally has the budget and funding to be impactful.

Many of Ms. Petrova's clients are high net worth individuals who value privacy, peace of mind, and reliable solutions. "We look at tax issues from every angle and do everything possible to discover the best solution for each client and minimize the tax impact," remarks attorney Petrova.

For more information about tax attorney Allie Petrova, visit: https://www.petrovalaw.com/who-we-are/galina-allie-petrova/

About Petrova Law PLLC:

Petrova Law is a national tax law firm which exclusively represents high-income taxpayers and businesses with high-stakes, high-value tax debt before the IRS and state tax authorities.

For more information about Patrova Law, visit: http://petrovalaw.com/.

It is official now: The Internal Revenue Service is going after high-income taxpayers who need to be filing returns, reporting income, and coming to terms with overdue taxes, penalties, and interest, cautions renowned tax attorney and national speaker Allie Petrova, founder of Petrova Law PLLC, a premier tax resolution law firm.

Related link: https://www.petrovalaw.com/

IRS Solutions Releases IRS Advance Notice, Innovative Tax Resolution Platform Feature that Tracks and Alerts Users to IRS Transcript Changes

VALENCIA, Calif. /ScoopCloud/ -- IRS Solutions® announces the addition of IRS Advance Notice™ (IAN) to the industry's favorite tax resolution platform. The new feature detects and alerts tax professionals to changes on client IRS transcripts, often months in advance of official notification by mail. CPAs, Enrolled Agents, Attorneys and other tax specialists can work less, earn more, and enjoy steady year-round income with IAN.

The Need for IRS Advance Notice

Former IRS agent David Stone and his wife Suzanne founded IRS Solutions in 2011. A practicing Enrolled Agent, company CEO David Stone uses his insider understanding to develop software that effortlessly generates dependable year-round income by meeting the unique needs of tax professionals.

Speaking about IAN, David Stone says, "Merely reacting to IRS maneuvers isn't enough to provide an exceptional level of service. We must be proactive advocates on behalf of our clients. IAN's transcript monitoring provides clients with a sense of security, protecting them against identity theft, fraud, and other potential risks associated with their tax information."

"No more wasting hours manually sifting through complex transcripts and hoping you don't miss anything," adds Suzanne Stone. "IAN automatically spots tiny but critical changes and lets you know they've occurred."

How IRS Advance Notice Works

Included in every IRS Solutions membership at no additional charge, IRS Advance Notice is software that peers into the IRS system for any updates to transcripts; eliminating the need for constant checking and preventing unpleasant surprises. After a simple, one-time setup, users securely connect to the IRS Transcript Delivery System (TDS) through a proprietary and agency-approved integration, then select from a list of IRS transaction codes they want to be notified about.

In addition, weekly transcript updates are fed directly into your client's profile. IAN observes and alerts to changes like:

* Approvals of Form 2848 (Power of Attorney and Declaration of Representative) and Form 8821 (Tax Information Authorization)

* Impending audit

* Federal tax lien

* Installment Agreement modifications

* Offer in Compromise activity

* Passport holds

Annual transcript monitoring with IAN creates an additional year-round revenue stream and cultivates long-term business relationships by positioning tax pros as trusted advisors. Enrolled Agent Emily VanCamp is leading the way.

"We have had lots of interested people signing up for IAN since we started introducing it," she says. "We think we can realistically expect a 20-30% revenue increase by implementing a full-scale IAN plan this year." Promotional materials including website badges and ready-to-use social media images are provided to all members in an exclusive Marketing Toolbox.

About IRS Solutions:

IRS Solutions is specialized tax resolution software that is designed by tax pros for tax pros. With a monthly or yearly subscription, members gain full access to all features; including comprehensive tax resolution tools like IAN, automated analysis with solution recommendations, bulk transcript downloads, and a custom-branded secure client portal.

Learn more at https://www.irssolutions.com/.

IRS Solutions® announces the addition of IRS Advance Notice™ (IAN) to the industry's favorite tax resolution platform. The new feature detects and alerts tax professionals to changes on client IRS transcripts, often months in advance of official notification by mail. CPAs, Enrolled Agents, Attorneys and other tax specialists can work less, earn more, and enjoy steady year-round income with IAN.

Related link: https://www.irssolutions.com/

KROST Is Ranked Among CalCPA’s Top 150 Firms

PASADENA, Calif. /ScoopCloud/ -- KROST CPAs and Consultants has been named one of the Top 150 Firms for 2023-2024 by CalCPA. This award recognizes the firm, with 100% membership. The company is ranked 33rd on the list. The recognition reflects KROST's dedication to professional development and the CalCPA organization. KROST is committed to providing clients with exceptional service and innovative solutions to meet their needs. This award is a testament to unwavering commitment to quality.

"I am thrilled to see KROST being recognized for their hard work and dedication with this prestigious award. Our staff members are actively involved with CalCPA and constantly attending events and webinars that they offer. Being a part of the CalCPA organization offers great opportunities in our profession," said Keith Hamasaki, CPA, KROST Principal & Trustee of the CalCPA Education Foundation.

California Society of Certified Public Accountants (CalCPA) was founded in 1909 and is headquartered in Burlingame, California. It is the nation's largest state accounting organization and serves over 45,000 members statewide in public practice, private industry, education, government, and more. CalCPA, with 14 chapters located throughout the state, is committed to the education and betterment of our members and the profession.

Learn more about KROST's services - https://www.krostcpas.com/services

About KROST:

Established in 1939 in Pasadena, California, KROST is a full-service Certified Public Accounting and Consulting firm serving clients across various industries. Their focus is on recognizing opportunities and creating value for clients by equipping them with the tools to make better business and financial decisions for the future. As trusted advisors, clients depend on KROST to provide timely information, innovative solutions, and result-driven teamwork to ensure success.

Along with providing traditional services, such as Tax, Accounting, and Assurance & Advisory, KROST also provides special services, including Client Accounting Services (CAS), Mergers & Acquisitions, Wealth Management, Tax Specialty Services, and KROST Business Intelligence (KBI).

RELATED LINKS:
https://www.calcpa.org/

KROST CPAs and Consultants has been named one of the Top 150 Firms for 2023-2024 by CalCPA. This award recognizes the firm, with 100% membership. The company is ranked 33rd on the list. The recognition reflects KROST's dedication to professional development and the CalCPA organization.

Related link: https://www.krostcpas.com/

EnergyCAP Recognized as a Leader in Energy Management Software by Independent Research Firm

BOALSBURG, Pa. /ScoopCloud/ -- EnergyCAP, a leading provider of energy and sustainability enterprise resource planning (ERP) software, proudly announces its prestigious placement in the top right leader quadrant of the Verdantix Green Quadrant: Energy Management Software 2023. This accolade underscores EnergyCAP's commitment to delivering innovative and effective solutions in the energy & sustainability management sector.

Tom Patterson, CEO of EnergyCAP, remarked on this achievement: "Being recognized by Verdantix as a leader in energy management software is a reflection of our team's dedication and the innovative strides we have made in the industry. Our focus has always been on providing solutions that meet and exceed the evolving needs of our clients, and this recognition is a significant milestone that underscores our commitment to advancing energy management and sustainability practices globally."

The Verdantix Green Quadrant report offers a comprehensive analysis of top EMS vendors, providing a detailed, fact-based comparison. EnergyCAP distinguished itself in this rigorous analysis, which included live product demonstrations and a multifaceted evaluation process.

EnergyCAP's responses to the Verdantix questionnaire highlighted the robustness and versatility of its software solution suite.

With over 40 years of experience in energy & utility bill management, EnergyCAP has significantly broadened its product offering following a private equity acquisition in 2021. The company acquired energy management and monitoring provider Wattics in 2022 and launched our financial grade greenhouse gas (GHG) accounting solution, EnergyCAP CarbonHub, in 2023. The suite of solutions - EnergyCAP SmartAnalytics (formerly Wattics), EnergyCAP UtilityManagement, and EnergyCAP CarbonHub - integrate seamlessly to manage energy, cost, and carbon data from the portfolio level down to the asset and device level in a single platform.

EnergyCAP excels in all six functionalities assessed by Verdantix, earning a score above 1.0 in each category. EnergyCAP UtilityManagement is particularly noteworthy, scoring a 2.0 due to advanced automated bill processing, direct utility provider connections, and an intuitive interface for bill and contract visualization. The interaction between EnergyCAP SmartAnalytics and EnergyCAP UtilityManagement offers bill validation and enables energy and cost predictions through a cross-package machine learning algorithm. EnergyCAP also achieves a high score for carbon management, with comprehensive carbon accounting and reporting functionality, supported by a global catalogue of emissions factors.

"EnergyCAP's integration of utility bill data management, real-time energy intelligence, and finance grade carbon accounting into a single platform demonstrates a comprehensive approach to energy, cost, and sustainability data management. These features make it well-suited to address the diverse and evolving needs of energy and sustainability professionals," said Harry Wilson of Verdantix.

"Our placement in the Verdantix Green Quadrant is a reflection of our commitment to excellence and our mission of helping customers better manage their finite resources to create a more sustainable world," added Tom Patterson.

You can download the report from Verdantix here: https://www.verdantix.com/report/green-quadrant-energy-management-software-2023

For more information about EnergyCAP and our suite of energy and sustainability solutions, please visit https://www.energycap.com/.

About EnergyCAP:

EnergyCAP is a leading provider of energy and sustainability enterprise resource planning (ERP), empowering customers with full control and understanding of their energy & sustainability data to reduce their carbon footprint and drive savings. For over forty years, thousands of public and private institutions have been using EnergyCAP to streamline accounting processes, reduce resource consumption, and identify opportunities for sustainable operations. EnergyCAP helps customers who are drowning in paper bills, manual processes, and cumbersome spreadsheets and enables them to execute, analyze, and report on the energy and decarbonization projects needed to create a more sustainable world. Visit Energycap.com to learn more.

EnergyCAP, a leading provider of energy and sustainability enterprise resource planning (ERP) software, proudly announces its prestigious placement in the top right leader quadrant of the Verdantix Green Quadrant: Energy Management Software 2023. This accolade underscores EnergyCAP's commitment to delivering innovative and effective solutions in the energy & sustainability management sector.

Related link: https://www.energycap.com/

TMC Emerging Technology Fund LP Invests in Halcyon

SAN DIEGO, Calif. /ScoopCloud/ -- The Mortgage Collaborative (TMC), the nation's largest independent cooperative network serving the mortgage industry, announced today that the TMC Emerging Technology Fund LP (the "Fund") has made its latest investment in Halcyon. Halcyon's suite of services provides financial institutions with a 360-degree financial relationship with its customers by affordably expanding their offerings to include investment advisory, IRS transcripts and tax preparation services. Halcyon also introduces an industry-first rep/warranted IRS transcript income validation service at a fraction of the cost and time of any commercially available alternative.

Kirk Donaldson, CEO of Halcyon, said, "Given the immense experience and insight the TMC Emerging Tech Fund and its LPs bring to the table, we are thrilled and honored to secure their investment. Our cutting-edge solutions are designed to address perennial mortgage industry challenges, including lowering closing costs and timeframes while streamlining the borrower experience, which makes us a perfect fit for the Fund."

"We are extremely pleased to add Halcyon to our growing portfolio of mortgage tech leaders. Halcyon has realized significant market traction in a relatively short amount of time and in a difficult market. They count some of our Limited Partners as customers and created a partnership with one of our other portfolio companies, TRAiNED, thus demonstrating the importance of Halcyon to our ecosystem. We are confident, under Kirk's experienced leadership, Halcyon will become one of the star performers of our portfolio," said Sandy Selman, Venture Partner with the Fund.

TMC Emerging Technology Fund LP is a specialist fintech fund explicitly focused on the mortgage industry and immediately adjacent verticals. Its Limited Partners consist of some of the most technology-forward lender members of TMC and help the Fund understand where the industry is headed, what will work, what won't and why. The Fund continues to look for investments in exciting companies that will have the most profound impact on this multi-trillion-dollar industry. For more information, please reach out to info@tmctechfund.com.

About The Mortgage Collaborative:

The Mortgage Collaborative was founded in 2013 by four notable industry leaders and is the nation's largest independent mortgage cooperative network. TMC is singularly focused on creating an environment of collaboration and innovation for small to mid-size mortgage lenders across the country to reduce cost, increase profitability, and better serve the dynamic and changing consumer base in America. For more information, visit http://www.mortgagecollaborative.com/

The Mortgage Collaborative (TMC), the nation's largest independent cooperative network serving the mortgage industry, announced today that the TMC Emerging Technology Fund LP (the "Fund") has made its latest investment in Halcyon. Halcyon's suite of services provides financial institutions with a 360-degree financial relationship with its customers by affordably expanding their offerings to include investment advisory, IRS transcripts and tax preparation services.

Related link: https://www.mortgagecollaborative.com

INSIDE Public Accounting Ranks KROST Among Top 100 Firms in the US in 2023

PASADENA, Calif. /ScoopCloud/ -- INSIDE Public Accounting (IPA) has named KROST CPAs & Consultants Top 100 Firm in 2023. The firm ranked 73rd on the prestigious Top 100 list. KROST along with other recipients of these distinguished awards are highlighted in IPA's monthly newsletter. KROST has been named Top 100 firm for the third year in a row.

"We couldn't be prouder to be recognized by our industry once again. It's a true testament to the hard work and dedication of our incredible team who made this recognition possible. Receiving this award reinforces our commitment to providing quality services to our valued clients," said Jason Melillo, CEO

INSIDE Public Accounting (IPA) is a leader in practice management resources for the public accounting profession that include: the monthly practice management newsletter, the annual national practice management benchmarking reports and corresponding reports and training. IPA has assisted firms across North America grow and thrive since 1987. The one-of-a-kind IPA 500, recognizing the top U.S.-based accounting firms, is the most comprehensive list of North American public accounting firms available.

IPA annually ranks the largest public accounting firms in the U.S. based on participating firm's net revenues - from the multi-billion-dollar U.S.-based Big 4 to the $3.8 million firm. Ranking data is captured through IPA's annual practice management survey and analysis of firms. IPA is the survey leader in data collection for the profession, with more of the largest 600 firms participating than any other survey today and a 92% return rate of participating firms.

Learn more about our services - https://www.krostcpas.com/services

View INSIDE Public Accounting's 2023 Top 100 Rankings - https://insidepublicaccounting.com/top-firms/ipa-500/

For more information about KROST's awards and recognition, visit KROSTCPAs.com/awards

ABOUT KROST CPAS & CONSULTANTS:

KROST is a full-service Certified Public Accounting and Consulting firm headquartered in Pasadena, California. As trusted advisors and industry leaders, clients depend on KROST for timely information, innovative solutions, and results-driven teamwork in the areas of accounting, assurance, business management, consulting, tax, mergers and acquisitions, and wealth management. Our professionals have expertise in a variety of industries. We proudly serve the restaurant, hospitality, manufacturing, real estate, technology, sports & entertainment, financial services, not-for-profits, and grocery industries. We also provide thought leadership on tax laws and the rapidly changing market.

Learn more: https://www.krostcpas.com/

INSIDE Public Accounting (IPA) has named KROST CPAs & Consultants Top 100 Firm in 2023. The firm ranked 73rd on the prestigious Top 100 list. KROST along with other recipients of these distinguished awards are highlighted in IPA's monthly newsletter. KROST has been named Top 100 firm for the third year in a row.

Related link: https://www.krostcpas.com/

Celebrating Growth and Expertise: Matthew Weber Promoted to Principal at KROST

LOS ANGELES, Calif. /ScoopCloud/ -- KROST, a leading CPA and consulting firm, is thrilled to announce the promotion of Matthew Weber to the esteemed position of Principal. Matthew's dedication, experience, and exceptional contributions have led to this well-deserved advancement within the organization.

Matthew Weber, who joined KROST's tax practice in July 2015, brings with him over a decade of experience in public accounting, having embarked on his career journey in 2010. His passion for intricate tax matters, strategic financial planning, and client-centered solutions has propelled him to the forefront of the industry. Prior to his current role, Matt served as a Tax Manager at a Big 4 firm in Los Angeles, showcasing his commitment to excellence.

As a Tax Director at KROST, Matt has consistently demonstrated a deep understanding of federal and multi-state tax compliance and consulting for individuals, corporations, and partnerships. His expertise spans across a wide range of industries, including financial services, real estate, entertainment, restaurants, technology, and manufacturing. Matt's insights have played an instrumental role in simplifying complex financial challenges for clients.

CEO, Jason Melillo expressed his excitement about Matt's promotion, stating, "Matt Weber's journey and achievements at KROST exemplify our dedication to providing unparalleled expertise to our clients. As he assumes the role of Principal, we are excited to see him further elevate our services and contribute to the success of our clients."

As Principal, Matt will continue to lead the charge in delivering top-tier client-centered solutions, fostering innovation, and contributing to the continued growth of KROST.

Learn more about Matthew Weber " https://www.krostcpas.com/management/matthew-weber

Learn more about our Tax Services " https://www.krostcpas.com/services/tax-services

For more information or any questions regarding our services, please contact us at: https://www.krostcpas.com/contact

About KROST:

Established in 1939 in Pasadena, California, KROST is a full-service Certified Public Accounting and Consulting firm serving individual and business clients of various sizes and industries. With a team of experienced professionals, KROST is committed to delivering innovative solutions that drive growth and success. Smaller-scale businesses can receive resources that are otherwise not accessible to them through talented professionals who have experience working with multimillion-dollar corporations and individuals.

KROST, a leading CPA and consulting firm, is thrilled to announce the promotion of Matthew Weber to the esteemed position of Principal. Matthew's dedication, experience, and exceptional contributions have led to this well-deserved advancement within the organization.

Related link: https://www.krostcpas.com/

For the Second Year, PitBullTax Named to the 2023 Inc. 5000 List of Fastest Growing Private Companies in America

CORAL SPRINGS, Fla. /ScoopCloud/ -- PitBullTax Software, the Nation's Leading Tax Resolution Software for CPAs, EAs and Tax Attorneys has revealed it has won a spot on the 2023 Inc. 5000 list of the fastest growing private companies in America for the second year in a row.

The list represents a one-of-a-kind look at the most successful companies within the economy's most dynamic segment-its independent businesses. Facebook, Chobani, Under Amour, Microsoft, Patagonia, and many other well-known name brands gained their first national exposure as honorees on the Inc. 5000.

The Inc. 5000 class of 2023 represents companies that have driven rapid growth while navigating inflationary pressure, the rising cost of capital and seemingly intractable hiring challenges. "Running a business has only gotten harder since the end of the pandemic," says Inc. editor-in-chief Scott Omelianuk. "To make the Inc. 5000-with the fast growth it requires-is truly an accomplishment. Inc. is thrilled to honor the companies that are building our future."

"We are extremely proud of making the Inc. 5000 list again and have worked very hard to grow this company into what it is today," stated Jaime S. Buchwald, CPA, Co-Founder and CEO. "The honor of making the list for the 2nd year in a row further demonstrates our dominant position in IRS tax resolution software. With the Inflation Reduction Act, Congress gave the IRS $80 billion to hire 87,000 new personnel. IRS enforcement over the next decade will be at an all-time high, and the amount of new resolution cases are going to skyrocket.

"With these prestigious awards, our licensees and potential licensees will now have even greater confidence in PitBullTax to handle this avalanche of new cases, not only as the nation's leader in IRS tax resolution software, but also as a nationally recognized business leader."

Jose Alfaro, Co-Founder and CTO said, "With the success of version 7.0, a quantum leap in automation that seamlessly integrates with major tech companies such as Zoom meetings, and synchronizes with Dropbox, Google Drive, One Drive, Outlook and Google Calendar and SMS communication we continue to over deliver to our licensees. Our 2nd Inc. 5000 honor is made possible by the dedication of our team and loyal licensees."

ABOUT PITBULLTAX SOFTWARE:

PitBullTax Software has licensees in all 50 states that rely on the company's software to prepare their clients' IRS resolution cases and automate their IRS tax resolution businesses. Innovation, efficiency and making its licensees more profitable are the cornerstones of the company's philosophy.

Learn more at: https://www.pitbulltax.com/

PitBullTax Software, the Nation's Leading Tax Resolution Software for CPAs, EAs and Tax Attorneys has revealed it has won a spot on the 2023 Inc. 5000 list of the fastest growing private companies in America for the second year in a row.

Related link: https://www.pitbulltax.com/

Oxnard California Awards Avenu Insights & Analytics With a Sales & Use Tax Auditing Contract

OXNARD, Calif. /ScoopCloud/ -- Avenu Insights & Analytics (Avenu), the leading provider of software administration and revenue recovery solutions for state and local governments, has achieved a significant milestone with the award of a Sales & Use Tax Auditing (SUTA) contract by the City of Oxnard, California. This contract, a competitive takeaway, represents a significant win for Avenu as the company's market share in California continues to aggressively grow.

Avenu's proposal excelled in all four weighted criteria: overall responsiveness, company profile, demonstrated technical competence to perform the service, and cost. This recognition reaffirms Avenu's dedication to meeting Oxnard's specific needs and delivering unparalleled service. It marks a continuation of the successful partnership between Avenu and Oxnard, showcasing Avenu's unwavering commitment to delivering exceptional results. Building on the positive outcomes of previous collaborations, Oxnard previously engaged Avenu for a Transient Occupancy Tax (TOT) Compliance Audit spanning 2019 to 2021, with the contract still active through 2024. Avenu's comprehensive approach, technical competence, and cost-effective solutions helped solidify the decision to entrust them with the critical SUTA contract.

"As a trusted partner to Oxnard, we are honored to have been selected for this SUTA contract," said Paul Colangelo, Avenu's CEO. "Our commitment to the City of Oxnard aligns perfectly with our vision for driving positive results for communities through our revenue recovery services. With a proven track record of maximizing revenue, we are excited to build on our successful partnership with Oxnard."

Avenu's revenue management solutions have consistently proven to be the key to unlocking untapped revenue for its clients, ensuring that communities thrive without the burden of increased taxes. This SUTA contract award is a testament to Avenu's commitment to empowering governments to streamline operations, increase revenue, and deliver exceptional services to their constituents. As Avenu's partnership with Oxnard continues to flourish, both entities look forward to achieving even greater success in the years to come.

About Avenu Insights & Analytics:

Over 3,500 state and local governments have partnered with Avenu to drive positive results for their communities through software administration and revenue recovery solutions. Avenu's comprehensive software solutions digitally transform government by modernizing processes, providing online access to records, and reducing costs. Avenu also provides a robust ecosystem of revenue management services that identify and recover untapped revenue. State and local governments work closely with Avenu to increase revenue without raising taxes, streamline internal operations, and improve services by enhancing connectivity for constituents. Avenu is a portfolio company of Mill Point Capital.

Learn how Avenu helps to unleash the power of compliance and maximize tax collection in this short Compliance Lifecycle video - https://www.youtube.com/watch?v=KrsWG9xYOPE&t=4s

More information: https://www.avenuinsights.com/.

About Mill Point Capital:

Mill Point Capital LLC is a private equity firm focused on control investments in lower-middle market companies across the business services, technology and industrials sectors in North America. Mill Point's experienced team of investors and Executive Partners seek portfolio company value enhancement through rigorous implementation of transformative strategic initiatives and operational improvements. Mill Point is based in New York, NY. For more information, please visit https://millpoint.com/.

MULTIMEDIA:

VIDEO (YouTube): https://youtu.be/KrsWG9xYOPE

Avenu Insights & Analytics (Avenu), the leading provider of software administration and revenue recovery solutions for state and local governments, has achieved a significant milestone with the award of a Sales & Use Tax Auditing (SUTA) contract by the City of Oxnard, California.

Related link: https://www.avenuinsights.com/

Walker Reid Strategies, Inc. announces the launch of a new division providing outsourcing engineering services

BOCA RATON, Fla. /ScoopCloud/ -- Walker Reid Strategies, Inc. is proud to announce the launch of a new division that provides outsourcing engineering services. The division will support MEP firms, architects, engineers, ESCOS, and LEED professionals by supplementing labor shortages and reducing costs through energy modeling, BIM, and code compliance services.

Ruben Abreu P.E. CEM, GBE, VP of the Engineering Division at Walker Reid Strategies, Inc., stated, "Walker Reid has a strong history of utilizing technology, AI, and bots to help CPA firms and specialty tax firms with their energy tax incentive work. We are excited to bring our expertise to a new market and help our clients meet their engineering needs."

With this new division, Walker Reid Strategies, Inc. continues to demonstrate its commitment to leveraging technology and innovation to meet the needs of its clients.

For more information about Walker Reid Strategies, Inc., please visit: https://wrsengineering.com/

Walker Reid Strategies, Inc., 1225 Broken Sound Parkway, Suite C, Boca Raton, FL 33487; 800-662-1793; info@walkerreid.com.

Walker Reid Strategies, Inc. is proud to announce the launch of a new division that provides outsourcing engineering services. The division will support MEP firms, architects, engineers, ESCOS, and LEED professionals by supplementing labor shortages and reducing costs through energy modeling, BIM, and code compliance services.

Related link: https://www.walkerreid.com/