Contributors

Technology October 12, 2026 

One login for the tax software, the client portal, and the bank is easy to remember. It is also easy to steal.

Scott Carr

Income Tax October 9, 2026 

Ask which states and which tax types the package supports for the coming filing season, with approval dates, rather than in general.

Tyler Briskin, EA

Technology October 8, 2026 

Pick your most repetitive routine, ask the right questions, and good luck getting your own click counts down.

Stefan Kalb

Taxes October 8, 2026 

A five-stage W-9 workflow for CPA firms, a timeline back from the Feb. 1, 2027 1099-NEC deadline, vendor-data controls, and how to handle TIN mismatches.

Nazrul Huda

Payroll Taxes October 7, 2026 

A business owner may be held personally for unpaid payroll taxes due to a willful failure.

Ken Berry, JD

Payroll October 7, 2026 

Your clients receive more useful support when a question is resolved and the next payroll reflects that resolution.

George S. Azadian

Firm Management October 7, 2026 

Firms can create development pathways that prepare professionals for the realities of an increasingly technology-enabled profession.

Melanie Barnes CPA

Technology October 6, 2026 

The through-line across tax, trade, sanctions, and AI governance is the same: policy is executed inside finance systems now, not external to them.

Paul Henderson

Accounting October 6, 2026 

73 tools worth knowing, how I would put them together, and the trends behind why finance teams are picking them.

Daniel Kivatinos

Firm Management October 6, 2026 

Start with smarter prompts that specify audience, tone, structure, and must include details.

Christopher Haymon

Small Business October 5, 2026 

Financial literacy turns daily choices into steady control, clearer trade-offs, and fewer surprises.

Adam Taylor

Firm Management October 5, 2026 

Some CPA firms are looking at the wave of private equity consolidation and choosing a different path.

Jim Haefele, CPA