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Insights for Modern CPA Firms
Field-tested writing on offshore strategy, tax operations, security, and scaling U.S. accounting practices.
58 articles · updated weekly
BOI Filing Updates 2025: Essential Guide for CPA Firms
BOI filing requirements changed dramatically in 2025. US-formed entities are now exempt. Here is what CPA firms need to know about which clients still have active obligations.
State Tax Conformity: 7 Essential Issues for CPA Firms
State tax conformity issues create silent errors in multi-state returns. Here are 7 federal-state mismatches your firm needs to track for every client filing across state lines.
IRS Audit Triggers 2026: 9 Critical Red Flags Your Clients Must Avoid
Know the IRS audit triggers 2026 that raise exam risk before your clients' returns go out. Here are 9 red flags every CPA firm should catch at review.
R&D Tax Credits for Small Businesses: 5 Essential Facts Your Clients Need
R&D tax credits for small businesses are the most underused federal incentive in the US. Here's what your CPA firm should know to help clients claim what they've earned.
Section 179 vs Bonus Depreciation: 5 Essential Rules for 2026
Section 179 vs bonus depreciation in 2026 is more powerful than ever after OBBBA. Here is what your CPA firm needs to explain to every business client buying equipment this year.
Quarterly Estimated Tax Payments: 5 Critical Mistakes
Quarterly estimated tax payments trip up more small firm owners than any other tax obligation. Here are 5 costly mistakes and how to fix them before the next deadline.
S Corp vs. LLC Election: 5 Proven Signs It's Time
The S corp vs. LLC election can save a growing firm thousands in self-employment tax, but only under the right conditions. Here are 5 signs your business is ready.
7 Critical Tax Planning Mistakes CPA Firms Make
Small CPA firms often neglect tax planning for their own practice. Here are 7 costly mistakes, from entity elections to retirement plans, to fix before next filing.
North Carolina Sales Tax County Rates: 5 Essential Rules for CPA Firms
North Carolina's sales tax starts at 4.75% state and goes up based on which county your customer is in. Here are 5 essential rules for getting the county rate right, handling qualifying food, and filing Form E-500.
Georgia Sales Tax Economic Nexus: 5 Essential Rules for CPA Firms
Georgia's $100K-or-200-transaction economic nexus standard applies on an 'or' basis with a calendar-year lookback. Here are 5 essential rules CPA firms need for threshold tracking, marketplace facilitator exclusions, local option tax rates, and Form ST-3 prep.
Pennsylvania CNIT Phase Down Planning: 5 Essential Rules for CPA Firms
Pennsylvania CNIT drops from 7.49% in 2026 to 4.99% by 2031. Here are 5 essential rules CPA firms need for income timing, NOL utilization, apportionment strategy, and Form RCT-101 prep during the phase-down.
California Mandatory E File Threshold: 5 Essential Rules for CPA Firms
California's FTB e-file mandate applies to preparers who filed more than 100 individual returns in any calendar year. Paper filing without a valid opt-out triggers a $50 per-return penalty. Here are 5 essential rules.
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