Tax Practice Management

Professional responsibilities in the virtual age

As the COVID-19 pandemic forces firms to accelerate the adoption and overall use of virtual communication tools, practitioners need to be aware that the foundational principles of ethics and best practices still apply when using these technologies.

A new year, a better firm

Practitioners should consider resolutions on security, technology, and client service to prepare for the coming year.

2019 tax software survey

This annual survey shows how CPAs rate the tax preparation software they used during last tax season and how it handled the recent tax law changes.

Implementing tax automation and digital workflow

Firms can "wow" their clients by embracing tech tools that streamline many processes, including creating seamless onboarding, using e-signatures for engagement letters, and automating procedures for filling out annual checklists.

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.

Newsletter Articles

50th ANNIVERSARY

50 years of The Tax Adviser

The January 2020 issue marks the 50th anniversary of The Tax Adviser, which was first published in January 1970. Over the coming year, we will be looking back at early issues of the magazine, highlighting interesting tidbits.

PRACTICE MANAGEMENT

2019 tax software survey

This annual survey shows how CPAs rate the tax preparation software they used during last tax season and how it handled the recent tax law changes.