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Latest Articles

3 Cybersecurity Priorities Before Tax Season 

Firm Management October 29, 2026 

3 Cybersecurity Priorities Before Tax Season 

There are significant gaps in the key protections firms use to safeguard sensitive financial and client data.

Isaac M. O'Bannon

Featured Articles

October 29, 2026  

AICPA Proposes Update of SOC 2 Trust Services Criteria to Enhance the Relevance, Usability and Value of CPAs’ Reports

October 29, 2026  

Illinois Gov. JB Pritzker Again Takes Dim View of Chicago Mayor’s Head Tax Plan

October 29, 2026  

Do These 5 Things Before the End of 2026, IRS Urges

October 29, 2026  

IRS Issues FAQs on Tax Relief for Dyed Diesel Fuel Highway Use

October 29, 2026  

The Five Stages of Selling Your Firm
 Study: Massachusetts Income Tax Cut Would Slash State Revenues, Give Big Breaks to Top Earners

Income Tax March 19, 2026 

Study: Massachusetts Income Tax Cut Would Slash State Revenues, Give Big Breaks to Top Earners

A potential ballot question this fall to shave Massachusetts' state income tax from 5% to 4% would put a $5.1 billion dent in the state budget, if passed, according to Tufts University.

 A Closer Look at Migrating to Cloud Servers

Technology March 19, 2026 

A Closer Look at Migrating to Cloud Servers

If your firm is planning to move from an on-premises IT environment to the cloud, a thoughtful and structured approach can make all the difference.

Sangeeta Chhabra

Republican Push to Increase Sales Taxes Would Fall Hardest on Lower-Income Residents

Sales Tax March 19, 2026 

Republican Push to Increase Sales Taxes Would Fall Hardest on Lower-Income Residents

Several states this year, including South Dakota, are pushing higher sales taxes as a way to pay for other tax cuts.

Every Unveils Back-Office Agents for Small Businesses

Technology March 19, 2026 

Every Unveils Back-Office Agents for Small Businesses

Every, an all-in-one back-office platform for small businesses, recently launched its next-generation AI agents: the AI CFO, AI Bookkeeper, and the AI CHRO.

Jason Bramwell

 Average Tax Refund in 2026 Now at $3,676 as Filing Deadline Nears

Taxes March 18, 2026 

Average Tax Refund in 2026 Now at $3,676 as Filing Deadline Nears

The average tax refund is up by more than $350 year-over-year according to data released by the IRS for the week ending Feb. 28, 2026.

 IRS: Over 830,000 Tax Refunds Delayed After Filers Miss Key Step

Taxes March 18, 2026 

IRS: Over 830,000 Tax Refunds Delayed After Filers Miss Key Step

IRS CP53E notices are going to taxpayers whose returns lacked valid direct deposit information, and the delays could stretch beyond 10 weeks for some filers.

$1,020 Payments for Americans, Extra $125 Per Child Proposed by House Democrat After Tariff Ruling

Taxes March 18, 2026 

$1,020 Payments for Americans, Extra $125 Per Child Proposed by House Democrat After Tariff Ruling

A bill introduced by Rep. Henry Cuellar (D-Texas) proposes returning tariff revenue to Americans through direct payments distributed using tax-return data already on file with the IRS.

IRS Flags Phishing, Impersonation in 2026 Dirty Dozen; Experts Explain Why Payroll Is a Prime Target

Payroll March 18, 2026 

IRS Flags Phishing, Impersonation in 2026 Dirty Dozen; Experts Explain Why Payroll Is a Prime Target

Experts say the IRS’s continued focus on phishing reflects how digital payroll systems have become central to modern tax fraud—and why payroll teams remain on the front lines of defense.

Christopher Wood

FMLA_medical_leave

Taxes March 18, 2026 

AICPA Requests Guidance on the Paid Family and Medical Leave Credit

Currently, there is no guidance on the changes to the credit made by the One Big Beautiful Bill Act (OBBBA).

Isaac M. O'Bannon

Small Businesses Embrace AI But Need Training and Support to Fully Harness It 

Small Business March 17, 2026 

Small Businesses Embrace AI But Need Training and Support to Fully Harness It 

More than three-quarters of small businesses (76%) report currently using AI, with the majority stating that results have been overwhelmingly positive.

Isaac M. O'Bannon

SAP Launches New AI, Integrated Travel and Expense Enhancements

March 17, 2026 

SAP Launches New AI, Integrated Travel and Expense Enhancements

Concur Expense will soon support new capabilities to submit receipts via text message, offering another easy way for employees to capture receipts without manual data entry.

Is Your Clients’ Data Safe This Tax Season? Here’s What CPAs Need to Know

Taxes March 17, 2026 

Is Your Clients’ Data Safe This Tax Season? Here’s What CPAs Need to Know

Tax season is demanding enough without a security incident disrupting filings or eroding client trust.

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