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Tags: Software, Tax Planning
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Tags: Software, Tax Planning
Advisory April 17, 2026
With the digital transformation bringing automation into the tax process, now is the perfect time to transform your tax practice with client advisory services.
Software April 13, 2026
The companies that treat OBBBA as purely a compliance exercise will survive. The ones that use it to fundamentally rethink their tax strategy will have a competitive advantage.
Risk Management April 6, 2026 Sponsored
Your mid-market clients are approving invoices over email, buying without purchase orders, and closing books manually every month. These aren’t just inefficiencies — they’re audit risks, and most CPAs only discover them after the damage is done.
Taxes April 2, 2026
The rapid adoption of stablecoins and the coming compliance shift is shaping up to be a significant, and widely misunderstood, tax issue for businesses.
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.