Tax Practice Management

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.

Third-party verification requests

When CPAs are asked to provide comfort letters, they must be clear about facts they are affirming, giving careful consideration to client confidentiality and other liabilities that could arise from a lender’s reliance on those facts.

2018 tax software survey

To get through the rigors of tax season, CPAs depend on their tax preparation software. Here’s how they rate the leading professional products.

Newsletter Articles


Traps for the unwary: Tax Cuts and Jobs Act changes

By now many of us are familiar with the various provisions of the law known as the Tax Cuts and Jobs Act (TCJA), P.L. 115-97. Here is a list of changes together with (perhaps) unexpected nuances.


Qualified business income deduction regs. and other guidance issued

The package includes final regulations, guidance on how to calculate W-2 wages, a safe-harbor rule for rental real estate businesses, and new proposed rules on the treatment of previously suspended losses.