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Field-tested writing on offshore strategy, tax operations, security, and scaling U.S. accounting practices.
192 articles · updated weekly
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.
Offshore Accounting Outsourcing Companies: 9 Criteria to Pick the Best
Not all offshore accounting outsourcing companies are equal. Use these 9 criteria and 7 questions to judge security, time-zone overlap, and software fit before you sign.
Schedule M-1 vs. M-3: 4 Critical Book-to-Tax Errors for CPA Firms
Schedule M-1 and M-3 reconciliations burn reviewer time when book-to-tax errors slip through. Here are the four errors offshore prep teams should flag before the return is assembled.
California Form 568: The Complete Guide to the LLC Fee Schedule for CPA Firms
California's $800 annual tax and graduated LLC fee schedule catch many out-of-state owners off guard. Here's how CPA firms prepare Form 568 accurately, including first-year exemption rules.
Texas Sales Tax Nexus: The Complete Guide to the $500K Threshold and Marketplace Rules
Texas sales tax nexus turns on a rolling $500K threshold, a single local use tax rate election, and marketplace provider rules that shift collection responsibility. Here's what CPA firms verify for clients.
New York PTET: 3 Critical Issues Every CPA Firm Must Resolve Before Filing
NY PTET election has unique timing, estimate, and credit rules. Here's how CPA firms handle the resident-credit mismatch for partners in California, Illinois, and New Jersey.
Florida Corporate Income Tax: The Complete F-1120 Guide for CPA Firms
Florida has no personal income tax, but C corps still owe Florida corporate income tax. Here's what CPA firms need to know about Form F-1120, three-factor apportionment, and the $50,000 exemption.
California Sales Tax Nexus: The Complete $500K Guide for CPA Firms
California's $500,000 economic nexus threshold catches many out-of-state sellers. Here's how to monitor exposure, handle district taxes, and register clients before the CDTFA comes calling.
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