2020 tax software survey
CPA tax preparers take stock of an indispensable tool of the trade.
Practice management & professional standards
2020 tax software survey: Shares of respondents and product and company information
Bonus: The percentages for all 13 products, including a breakdown of their usage among firms ranked by ranges of numbers of preparers, in the 2020 tax software survey.
Tools to help nonfilers receive economic impact payments
The IRS provided information and tools that tax practitioners can use to inform individuals who are eligible to receive economic impact payments but did not receive one automatically.
New conflict-of-interest guidelines for tax services
AICPA rules are expanded to cover situations that arise in all tax services, not just federal tax services.
Help your staff make it through busy season
Eustis Corrigan, CPA, senior managing director at CBIZ MHM in Memphis, Tenn., a veteran of more than 30 tax seasons, shares what his firm does to support staff during busy season.
Onslaught of the tax procrastinators
Consider these ways to protect billable time while cultivating new clients.
2020 tax filing season preview
CPA firms venture into the new decade of serving taxpayers.
Practitioners need a written information security plan
The IRS places fresh emphasis on tax preparers’ responsibilities under the Gramm-Leach-Bliley Act safeguards rule.
Robotic process automation for tax
See what “bots” can do for tax practices and departments.
Updating the Statements on Standards for Tax Services
An AICPA task force is evaluating how these key guidelines for tax practices need to be updated to account for changes in technology and law.
Planning for data security
Today’s tax firms must be vigilant against cyberthreats.
2019 tax software survey: Shares of respondents and product and company information
Bonus: The percentages for all 13 products, including a breakdown of their usage among firms ranked by ranges of numbers of preparers, in the 2019 tax software survey.
2019 tax software survey
Learn how the industry-leading products stacked up in CPAs’ estimation through a tax season with many far-reaching law changes.
Automation and digital workflow in a tax practice
When choosing and implementing new technologies, a firm must involve team members at all levels in the process and provide essential training.
Defining a trade or business for purposes of Sec. 199A
A taxpayer’s separate trades or businesses must be determined before calculating the qualified business income deduction.
What tax firms need to know now about technology
Artificial intelligence and robots get a lot of attention, but automation and cloud computing-enabled outsourcing are the technology-related terms that should be top of mind for tax practices, according to a session at AICPA ENGAGE 2019 in Las Vegas.
Mentoring tax staff
A well-designed, well-executed, and well-managed mentoring program can be an advantageous investment for a tax firm.
New tax transcript practice
IRS changes are intended to better protect taxpayer data.
How tax reform has changed busy season preparation
Practitioners still have a lot of questions about tax reform — including everything from dealing with binding and nonbinding Tax Cuts & Jobs Act (TCJA) guidance to individual planning considerations. Annette Nellen joins this episode of the podcast to address those issues.
Addressing risks related to the TCJA and Wayfair
In this Q&A, experts discuss the challenges CPA firms face from these developments and the steps they can take to mitigate professional liability risk.
