Our annual survey shows how CPAs rate the tax preparation software they used during this year’s tax season and how it handled retroactive tax law changes that happened during the season.
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Topics
Practice Management & Professional Standards
Risk mitigation best practices
CPAs can limit liability risks by carefully drafting engagement letters, avoiding giving informal advice, fully vetting new clients, assessing the firm’s
competence to handle clients’ issues, and maintaining appropriate data security practices.
Academic research for your practice consideration
Recent tax research papers focus on interactions practitioners have with clients on contentious issues; how state regulations affect the quality of preparers; the effect of addback statutes on corporate innovation; and how to mitigate the effect of the new GILTI.
A conversation on future-proofing CPA firms
The experts on the AICPA Tax Practice Management
Committee discuss the technology updates that helped their firms endure through COVID-19 and beyond.
Your federal tax privilege checklist
Tax practitioners can rely on several doctrines
to preserve the confidentiality of client communications, but they must follow appropriate
procedures and provide clear documentation to protect the privilege in IRS exams or legal proceedings.
Practical highlights of recent tax research
This article looks at recent academic research of interest to tax practitioners.
Small firm lessons from the pandemic
Small firms improvise to maintain productivity while
keeping employees and clients safe from COVID-19.
Modernize and virtualize your tax practice: Part 2
The shift to a more virtual business environment has been accelerated by the COVID-19 pandemic. Firms must be mindful of this evolving business model as they explore new methods for building up client relationships.
As tax season launches, AICPA checks in on the tax community
After a year of many changes, this tax season looks very different. The AICPA wants to hear your feedback about this tax season so it can better support the profession.
Building good habits: Keeping up to date
Students’ future success will depend on learning routines for staying current with constantly changing tax laws, accounting standards, business practices, and technology.
E-signatures: What will 2021 bring?
To alleviate hardships caused by COVID-19, the IRS temporarily expanded the forms that can be filed with e-signatures, but future policy is uncertain.
AICPA focuses advocacy efforts on mobile workforce legislation
Congressional action could simplify the business landscape for interstate workforce models that have expanded sharply due to stay-at-home orders isssued to fight the COVID-19 pandemic.
The role of family CPAs in IRS tax controversies
This article focuses on the role of family CPAs in IRS collection matters.
Modernize and virtualize your tax practice: Part 1
The COVID-19 pandemic fast-tracked the need to invest in technology to accommodate clients and staff in the new remote-working environment.
Ethics and the tax preparer
The AICPA’s complimentary annual webcast on Tax Ethics answers questions on client confidentiality, tax practice quality control, conflicts of interest, records retention, and how
to address errors discovered on clients’ tax returns.
With Oct. 15 looming, some practitioners face daunting challenges
Tax practitioners have expressed concerns that they will not be able to meet upcoming Oct. 15 tax filing deadline for a variety of reasons related to the global pandemic.
Resolving IRS hardships with the Taxpayer Advocate Service
The Taxpayer Advocate Service can help practitioners when clients are suffering.
2020 tax software survey
COVID-19 upended tax season. Did CPAs’ tax software help them cope?
Tax practice issues in the age of COVID-19
CPAs are positioned to advise clients on fresh cybersecurity concerns, return filing date changes,
independent contractor status updates, PPP forgiveness determinations, and tentative NOL carrybacks.
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.
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.
