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Tags: Software, Tax Planning
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Tags: Software, Tax Planning
Firm Management March 9, 2026 Sponsored
Many accounting firms lose thousands of dollars each year due to outdated payment systems and inefficient accounts receivable processes. Merchant fees, manual collections, and limited billing automation can quietly reduce margins while increasing administrative workload.
Tax Planning March 4, 2026
Several One Big Beautiful Bill Act provisions affect taxable income reported on 2025 returns filed in 2026, making a thorough review essential to avoid missed savings or compliance issues.
Tax Planning March 3, 2026
As tax season ramps up, many homeowners who installed solar panels last year are discovering that qualifying for the federal solar tax credit is not always as straightforward as they expected.
Technology March 26, 2026 Sponsored
What separates high-performing, future-ready accounting firms from those struggling to keep up?
Steven M. Phelan, CPA.CITP manages an accounting practice based in Oklahoma City, Oklahoma. Areas of practice include taxation, general accounting and technology consulting. He is active within the CPA profession and is a frequent speaker at seminars and conferences throughout Oklahoma. Steven was recently added as a discussion leader for K2 Enterprises where he speaks to CPAs throughout the nation covering a variety of technology topics. Steven is currently a contributing author to the CPA Practice Advisor, where he reviews tax and accounting software solutions. Most recently, Steven was selected as a 2012 Oklahoma Society of CPAs Trailblazer recipient, which recognizes service to the CPA profession and to the community.