Tax Practice Management

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.

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.

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.

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.

Mitigating risk related to tax reform

While tax planning opportunities associated with the law may be a windfall to a CPA firm’s bottom line, vulnerability to professional liability claims exists.

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Keeping you informed and prepared amid the coronavirus crisis

We’re gathering the latest news stories along with relevant columns, tips, podcasts, and videos on this page, along with curated items from our archives to help with uncertainty and disruption.

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Building process maps: Template and instructions

Documenting your financial close process and finding opportunities for automation are more important than ever. Our customizable slide deck has instructions, a risk assessment questionnaire, and bonus checklists that will help you map out your process.