Practitioners must exercise awareness of how their tax-related social media and other online posts may implicate professional standards.
Marketing
Ethical considerations of e-business for practitioners
Social media and cloud computing create more challenges for CPAs to protect client information from unauthorized disclosures and to avoid making false or misleading claims about their services —
violations that could even be buried in webpage metadata.
How to Add a New Specialty to Your Practice
By developing expertise in a new practice area, a CPA can increase income and become a more well-rounded professional.
Tax Season Business Development
Tax season presents an opportunity to interact with current and prospective clients at a time when interest in the firm and its services is at its peak.
If You Ask, They Will Buy: Selling Additional Services to Existing Tax Clients
Why tax pracitioners should engage in cross-selling, or selling new or complementary services to a firm’s existing clients.
TAX PRACTICE MANAGEMENT
2025 tax software survey
AICPA members in tax practice assess how their return preparation software performed during tax season and offer insights into their procedures.