Practical, no-fluff articles on tie-out, automation, and running a modern tax practice.
It's 7:00 a.m. on a Tuesday in March, and the review partner already has six tabs open. Three returns sat untouched since Friday because no one caught a missing 1099-R,
Yes, a CPA can help with most tax problems, but the answer depends on whether your issue is accounting-driven, procedural, or legal. If you're staring at an IRS notice, a
Every CPA firm knows the moment when tax season stops feeling like tax season and starts feeling like document triage. The inbox fills up, clients send a second batch after
Peak season exposes the same weakness in a lot of CPA firms. Returns move fast, source documents pile up, reviewers start hunting through workpapers for one mismatch, and a clean
Most firms talk about audit risk as if it starts with aggressive positions, gray areas, or unusual fact patterns. That's incomplete. In 2021, the IRS sent nearly 16 million automated
At many firms, the tax return is technically “done” before the review is manageable. The preparer has a draft. The source documents are somewhere in a portal, a shared drive,
Every firm reaches the same point eventually. The portal is in place, PDFs are arriving on time, and the staff can find last year's return in seconds. Yet review still
