In honor of International Women's Day, we rounded up a list of the Top 10 Influential Women in Accounting and Tax. See how they've enhanced the industry!
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In honor of International Women's Day, we rounded up a list of the Top 10 Innovative Women in Accounting and Tax. From the future of accounting to tax policy, these women are experts to look to across the industry.
Eva Rosenberg, AKA "TaxMama®," specializes in tax resolution and has created training to help people pass their EA exams. She has a popular website that Consumer Reports says is a "top tax advice site," and it is a LIFE Magazine Editor’s Pick.
If you have ever used Canopy’s Tax Resolution software, you know that Tanya Baber is a rockstar. She consulted with us on the development. She also teaches high-level classes to CPAs, accountants, comptrollers, and others who are seeking continuing education. Read more about Tanya at taxedge365.com
Janet is a freelance writer who specializes in income taxes, student loans, personal finance and more. With nearly two decades of experience in public accounting, she has many insights into the tax world including IRS rules. Janet shares advice to help readers feel confident about their financial decisions. Head to her website to check out her work.
Nina served as the National Taxpayer Advocate of the US for 18 years before retiring in 2019. Her current title is Founder and Executive Director of the Center for Taxpayer Rights, a nonprofit that works to advance taxpayer rights across the globe. Read about their mission here.
Kelly is a co-founder of The Erb Law Firm, PC where she practices tax law including tax planning and compliance. Kelly is also an active writer within the industry. She currently works as an Insights & Commentary Team Lead for Bloomberg Tax & Accounting and has a podcast about all things tax-related. Visit taxgirl.com to check out Kelly's content.
Jody is a sought after CPA, published author, public speaker, and thought leader within the tax and accounting industry. Her book, The Radical CPA: New Rules for the Future-Ready Firm, started a movement by educating accountants about transitioning from old industry methodologies into the digital age. Find out more about Jody's accomplishments by visiting her company's website.
Tracey is the acting Chairman of the Association of International Certified Professional Accountants (AICPA), a nonprofit group of accountants which advocates for industry sustainability and influences public interest in accounting and finance worldwide. Read more about the AICPA mission and purpose here. Other positions she's held include Audit Partner at Deloitte, Professional Accounting Fellow for US Securities and Exchange Commission, and more.
After almost 20 years in public accounting, Cari is now the Director of Tax Practice & Ethics for the AICPA. She is an active writer and contributor on tax, ethics, practice management and more. Her work has been published across a variety of news sources including The New York Times, Washington Post, and Time Magazine. You can check out her most recent features on LinkedIn.
Sylvia is a multi-faceted tax expert with more than 25 years of professional experience including working for Ernst & Young and Grant Thornton LLP and founding her own tax firm in 2012, PrietoDion Consulting Partners, LLC, which specializes in SALT consulting. She is also an active speaker and blogger whose technical tax-related articles have been featured across industry publications big and small.
Jina is an accomplished professional with vast industry experience whose proprietary consulting firm works withs with organizations to build inclusive cultures and optimize operations. Her previous titles include President & CEO of the National Association of Black Accountants, Director of Taxation for the AICPA, Senior Tax Consultant at Deloitte, and many more.
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Canopy takes the headaches out of client management by offering a way to keep client info organized.
I love how easy it is to setup a new client in this software. Once set up, it's one click to get IRS transcripts downloaded for my review. This saves me at least an hour each week in comparison to the software I used to use.
This makes workflow for tax resolution manageable. This business is a bunch of hurry up and wait. This system helps to refresh my memory while transitioning to different clients.
The ability to securely share documents with clients as well as complete POAs from client contact data already in Canopy. The ability to route workflow between team members with color coded statuses allows us to work efficiently.
Cool features, outstanding customer service, constantly updating to make it better. I love that I can upload files easily to a secure client portal and we don't have to email files anymore. Absolutely can't imagine not having this software.
It's safe and secure. Clients are able to upload documents and the documents are saved their portal which as a result, keeps us better organized. The task feature keeps us organized and we know exactly the status of each client.
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