Practice Management & Professional Standards

Topics

December 1, 2022

Proposed AICPA tax standards address new concerns

CPAs are encouraged to comment on the proposed standards.

November 1, 2022

Ask the Expert: The rise of contactless tax services

John Sapp is the chief revenue officer at Drake Software, one of the largest professional tax software companies in the nation. As a certified public accountant since 1987, he has considerable experience in public and private accounting for the technology industry.

October 1, 2022

How to go easier on staff during busy season

Many firms across the country have begun to abolish
requirements for high-hour workweeks during busy
season. Here’s how they are doing it.

August 29, 2022

Proposed revisions to the AICPA tax standards

The AICPA released proposed revisions to the SSTSs for public comment on Monday. The proposal includes new standards on data protection, reliance on tools, and representation of clients before taxing authorities.

August 10, 2022

Guide released for tax pros’ information security plan

A downloadable booklet describes the Gramm-Leach-Bliley Act’s safeguards rule and includes a template for a firm’s required written information security plan.

August 1, 2022

2022 tax software survey: Shares of respondents and product and company information

Bonus: The percentages for all products, including a breakdown of their usage among firms ranked by ranges of numbers of preparers, in the 2022 tax software survey.

August 1, 2022

2022 tax software survey

CPAs assess how their return preparation products performed.

July 1, 2022

Ask the expert: The value of tax advisory services

Catherine Tindall is the founder of Dominion Enterprise Services. She specializes in advanced tax reduction and works with customers to help them save money on taxes while advancing their wealth-building and life goals. She is enthusiastic about helping clients reduce their overall tax burden through proactive strategies and advising.

May 17, 2022

Why a busy-season debrief has value, and why it’s not just for tax teams

Three CPAs discuss the importance of planning to have a debrief after an intense period of work, whether tax season or a busy sales cycle, in this podcast with transcript.

October 1, 2021

IRS launches ‘Tax Pro Account’ feature

Online submissions of POAs and client account authorizations are processed automatically.

September 1, 2021

2021 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 2021 tax software survey.

September 1, 2021

2021 tax software survey

See how the brands compare in CPAs’ annual assessment of their tax preparation programs.

August 1, 2021

Energize your practice with a tax innovation challenge

The skills and ingenuity the accounting profession showed in reacting to the pandemic can be applied proactively with a new type of competition.

June 1, 2021

Avoiding fallout from aggressive tax strategies

CPAs must understand the
significant risk that emanates from “too good to be true” tax strategies even if they “just make introductions,” provide tax consulting services, or prepare returns that reflect these strategies.

June 1, 2021

Time to opt in for an IP PIN?

Now that most taxpayers may obtain an identity protection personal identification number, should they?

March 29, 2021

How CPAs can help clients combining households during the pandemic

CPAs share their thoughts on how to help clients through changes in households.

February 1, 2021

Expert advice on defending tax and other claims

Learn what CPA firms can do (and should not do) to assist those defending tax professionals against professional liability claims.

December 1, 2020

Going virtual with client communications

Firms need to have technology in place to enable virtual interactions with clients.

September 1, 2020

2020 tax software survey

CPA tax preparers take stock of an indispensable tool of the trade.

September 1, 2020

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.

FROM THIS MONTH'S ISSUE

Flip out with the latest Tech Q&A

The September Technology Q&A column shows how to create dynamic to-do lists with Excel's checkboxes and also how to set up multifactor authentication texts that don't rely on phones. Flip through both items and view a video walkthrough in our digital format.