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Field-tested writing on offshore strategy, tax operations, security, and scaling U.S. accounting practices.
199 articles · updated weekly
IRS Tax Prep Workflow Changes: 5 Essential OBBBA Updates for Small CPA Firms
IRS tax prep workflow changes from the OBBBA are hitting small CPA firms hard in 2026. Here are 5 updates that directly affect how your team prepares your clients' returns.
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.
Year-End Tax Checklist for CPA Firms: 12 Essential Client Items
The year-end tax checklist your firm sends in November is worth more than anything you can do in April. Here are 12 items your clients need to act on before December 31.
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.
Gusto Outsourced Bookkeeping Workflow: 5 Essential Rules for CPA Firms
Gusto Partner Program gives CPA firms a single dashboard across all clients. Here are 5 essential rules for integrating Gusto with QBO, managing multi-state payroll, and handling year-end in an offshore workflow.
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