Practice Management & Professional Standards

Topics

February 9, 2026

IRS broadens Tax Pro Account for accounting firms and others

The update allows firms that serve larger numbers of taxpayers to manage centralized authorization file access, view client information, and streamline authorizations online.

January 31, 2026

Representing taxpayers with IRS identity protection and theft victim assistance

Tax-related identity theft remains widespread and a potentially serious problem for victims, for whom authorized representatives can provide vital help.

January 28, 2026

New law, IRS workforce cuts raise red flags for tax season, reports say

Separate reports from two federal oversight bodies warn that the IRS may struggle to maintain service levels between now and April 15, possibly causing delays in tax refunds and in getting answers by phone.

December 31, 2025

Managing tax practices in response to new legislation

Firms can follow these guidelines to position themselves as the trusted advisers clients need to navigate the many tax law changes in H.R. 1.

December 5, 2025

Government withdraws defense of retirement fiduciary rule

The Justice Department dropped its appeal in a case challenging a Biden-era regulation, leaving financial advisers free from new fiduciary duties for now.

November 30, 2025

Practitioner engagement letters: Strategies for increasing compliance

A well-drafted engagement letter provides essential protection and important benefits to CPAs in tax practice and in other engagements and to their clients.

November 30, 2025

Preparer’s intent to evade tax extends taxpayer’s limitation period

‘Intent to evade tax’ can be the intent of a taxpayer’s tax return
preparer.

October 31, 2025

SSTS 1.4: A practical discussion of software reliance

In their reasonable reliance on software under Statement on Standards for Tax Services 1.4, AICPA members should evaluate its source, results, and appropriateness to current requirements.

September 30, 2025

Leadership in tax practice: Inspiring teams and driving growth amid industry change

Amid turbulence in the tax profession, firm leaders can impart clarity, empathy, and inspiration to inculcate lasting loyalty and success.

September 30, 2025

Technology and tax standards: Understanding new SSTS Section 1.4 — Reliance on Tools

AICPA members in tax practice must adhere to the updated Statements on Standards for Tax Services, including in their use of such emerging resources as artificial intelligence.

August 30, 2025

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.

August 30, 2025

From practitioner to influencer: Managing the risks of online content for tax professionals

Practitioners must exercise awareness of how their tax-related social media and other online posts may implicate professional standards.

August 30, 2025

Results of recent academic research may aid practitioner planning

Five tax research articles published in the past year in academic journals provide potentially valuable insights for practitioners.

July 31, 2025

Tax ethical challenges when representing taxpayers

AICPA members providing tax representation or return preparation services need to comply with both the AICPA Statements on Standards for Tax Services and Treasury Circular 230.

July 25, 2025

Unlocking the power of partnerships: How accounting firms can integrate advisory services and wealth management

David Winslow, CFP, managing director, Wealth Management, Choreo, discusses why building relationship-based advice platforms and leveraging strategic partnerships have become essential for firms aiming to meet the evolving needs of their clients.

July 8, 2025

It’s no joke: Being nice is among this attorney’s top ways to deal with the IRS

Being nice is one of tax controversy attorney Melissa Wiley’s ways of getting answers from the IRS, which also includes knowing the Internal Revenue Manual and using self-service tools.

June 30, 2025

What I wish I’d known when partners exit a firm

Members of the AICPA Tax Practice Management Committee discuss how firms can best prepare and adapt when partners retire.

May 1, 2025

Tax season insights for CPAs: Solutions that match your valuable tax insights

Clint Costa CPA, J.D., LL.M., Senior Wealth Strategist, Choreo, LLC, discusses three tax insights that CPAs may encounter during filing season and actionable solutions.

March 31, 2025

New or veteran professional: Unlocking passion and purpose in public accounting

A commitment to public accounting can bring personal growth and professional fulfillment and create opportunities to find greater purpose by helping clients realize their dreams.

February 28, 2025

Using role playing in a tax classroom

Students role playing tax preparers and clients can thereby apply their tax knowledge interactively, inculcating critical real-world interpersonal skills.