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43 articles · updated weekly
Texas LLC Formation Franchise Tax: 5 Essential Rules for CPAs
Texas LLC formation franchise tax mechanics include series LLCs, the May 15 PIR deadline, and the $2.65M no-tax-due threshold. Here are 5 essential rules for CPA firms with Texas clients.
Pennsylvania Local Earned Income Tax: 5 Essential Rules for CPA Firms
Pennsylvania local earned income tax covers 2,500+ jurisdictions through 69 TCDs and the dual PSD code system. Here are 5 essential rules for CPA firms with PA-based payroll clients.
New York MTA Surcharge and MCTMT: 5 Essential Rules for CPA Firms
The New York MTA surcharge and MCTMT are easy to confuse, but they tax different bases at different rates. Here are 5 essential rules CPA firms need to handle both.
San Francisco Gross Receipts Tax: 5 Essential Rules After Prop M
San Francisco gross receipts tax changed dramatically with Prop M. Here are 5 essential rules CPA firms need before filing for any Bay Area client in 2026.
Streamlined Sales Tax Registration: 5 Essential Rules for CPA Firms
Streamlined Sales Tax registration through the SSTRS covers 24 states in one filing. Here are 5 essential rules for when it helps your CPA clients and when it doesn't.
Florida Documentary Stamp Tax: 5 Essential Rules Most CPAs Miss
The Florida documentary stamp tax catches CPA firms with real-estate clients off guard. Here are 5 essential rules for deeds, notes, and the intangible tax.
New Jersey BAIT Pass-Through Entity Tax: Essential 5-Step PTE Guide
New Jersey BAIT pass-through entity tax uses progressive rates up to 10.9% and a dollar-for-dollar credit, producing one of the highest PTET credit yields of any state. Covers PTE-100 prep, NJ-1065 interaction, and election mechanics.
Chicago Lease Transaction Tax: Critical 9% Rule for SaaS Sellers
Chicago taxes SaaS subscriptions and cloud software at 9% under its Personal Property Lease Transaction Tax. The obligation falls on vendors with Chicago nexus to collect, and on Chicago businesses to self-report when vendors don't. Illinois has no equivalent statewide tax.
Ohio Commercial Activity Tax: 5 Essential CAT Rules for CPA Firms
Ohio Commercial Activity Tax is a gross-receipts tax, not an income tax. No deductions, no losses, no expense adjustments. Out-of-state businesses with Ohio customers can owe CAT without a single Ohio employee.
New York Sales Tax Filing Schedule: Essential 3-Tier Guide
New York assigns vendors to annual, quarterly, or part-quarterly sales tax filing based on prior year liability. The step-up from quarterly to 12 monthly returns is the most consequential change, and it takes effect March 1 with little warning.
Marketplace Facilitator Sales Tax: 5 Essential Rules for Sellers
Marketplace facilitator laws shift sales tax collection to Amazon, Etsy, and eBay, but don't eliminate the seller's nexus, registration, or direct-channel obligations. Here is what CPA firms need to verify.
California Single Sales Factor Apportionment: 5 Essential Rules
California's single sales factor uses only the sales ratio to apportion multistate income. Market-based sourcing determines where services and intangibles land. Here is how to get Schedule R right.
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