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Insights for Modern CPA Firms
Field-tested writing on offshore strategy, tax operations, security, and scaling U.S. accounting practices.
199 articles · updated weekly
Tax Season Staffing Solutions for CPA Firms: 3 Proven Options
Outsourcing, temp hires, or overtime? Compare the three tax season staffing solutions for CPA firms on cost per return, quality, and lead time before busy season.
Section 7216 Consent Offshore Tax Preparation: 7 Critical Rules
Worried about IRC 7216? Here's what section 7216 consent offshore tax preparation requires, the SSN rule, and a sample consent structure, cited to the IRS.
Data Security in Outsourcing Tax Preparation: 7 Essential Demands
A buyer's checklist for data security outsourcing tax preparation: encryption, access controls, no-local-storage, NDAs and BAAs, and audit logs to demand from any provider.
Accounting Outsourcing Mistakes CPA Firm Makes: 6 Proven Fixes
The most common mistakes outsourcing accounting CPA firm owners make, under-scoping, no SLA, poor onboarding, and no review layer, each with a practical fix.
How to Review Outsourced Tax Returns: A Proven 3-Tier Workflow
How to review outsourced tax returns before you file: a tiered review workflow, sensible sampling rates, and why sign-off responsibility always stays with your firm.
Disclosing Offshore Accounting to Clients: A Proven 3-Step Guide
Disclosing offshore accounting to clients: when disclosure is required, framing scripts that build trust, and the confidentiality safeguards to have in place first.
Offshore Accounting Quality Control: 5 Proven Practices
How good firms run offshore accounting quality control: a maker-checker process, error-rate tracking, and a defined escalation path, plus how to verify a provider's QC.
Utah PTET 4.85% Rate and Single-Sales-Factor: Preparer Guide
Utah PTET is clean and flat-rated, but credit timing on owner returns trips up many preparers. Here's the TC-65 quick reference for election, single-sales-factor apportionment, and credit coordination.
Texas No Income Tax: Complete Guide to 3 Multi-State Remote Work Issues
Texas has no personal income tax, but Texas residents who work remotely from California, New York, or other states can still trigger nonresident filing obligations in those states. Here's what CPA firms should review at onboarding.
California AB 5 Worker Classification: Complete Guide to 4 Key Patterns
California AB 5 worker classification uses a strict ABC test that most contractor arrangements fail at Prong B. Here are the patterns CPA firms surface most often and the tax exposure they create.
Florida Sales Tax on Commercial Rent: 2025 Rate and Exemption Guide
Florida is the only U.S. state taxing commercial rent. The 2025 rate is 2.0% plus county surtax, CAM charges are taxable, and exemptions are narrow. Here is what CPA firms need to configure for Florida commercial lease clients.
NYC Unincorporated Business Tax: Complete 4% UBT Guide for CPA Firms
The NYC UBT is a 4% city-level tax on partnerships and sole proprietors with New York City activity. It doesn't appear on the federal or state return and is missed on out-of-state-prepared returns every season.
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