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Latest Articles

The 2026 AI Finance Stack 

Accounting October 6, 2026 

The 2026 AI Finance Stack 

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

Daniel Kivatinos

Featured Articles

October 24, 2026  

A Corrected Tax Document Arrived After Review. What Needs to Reopen?

October 24, 2026  

Offer in Compromise, Installment Agreement or Currently Not Collectible: Helping Clients Pick the Right IRS Path

October 24, 2026  

MFA Fatigue is Real. Turning It Off is Not an Option for Tax and Accounting Firms

October 24, 2026  

ClicData Launches MCP Server to Bring Trusted Business Data to AI Assistants for Midmarket Teams

October 24, 2026  

Three Rules for Junior Accountants Competing With AI
 2025 Tax Refund Schedule – When Will You Get Your IRS Refund? – Updated

Taxes February 28, 2025 

2025 Tax Refund Schedule – When Will You Get Your IRS Refund? – Updated

Still waiting on your 2025 income tax refund? This chart can help you estimate when you will receive your refund, even with the changes at the IRS.

Isaac M. O'Bannon

Avalara Announces Integration for Salesforce Revenue Cloud on Salesforce AppExchange

Small Business February 28, 2025 

Avalara Announces Integration for Salesforce Revenue Cloud on Salesforce AppExchange

Avalara, Inc., a provider of tax compliance automation software, has released its updated connector for Salesforce’s Revenue Cloud, now available on Salesforce AppExchange, a leading enterprise cloud marketplace.

Isaac M. O'Bannon

 How to Identify Growth Opportunities in Lease Accounting

Accounting February 28, 2025 

How to Identify Growth Opportunities in Lease Accounting

Lease accountants have the power and intelligence to massively impact their organization’s portfolios. But are they doing it? Are their clients or the businesses they work for utilizing their expertise?

FinCEN Extends BOI Reporting Deadline … Again, Pauses Enforcement

Small Business February 28, 2025 

FinCEN Extends BOI Reporting Deadline … Again, Pauses Enforcement

The March 21 BOI reporting deadline is no longer in effect, and no fines, penalties, and enforcement actions will be taken until a forthcoming interim final rule from FinCEN becomes effective and sets a new BOI filing due date.

Jason Bramwell

Over 100 IRS Taxpayer Assistance Centers’ Futures Are in Doubt After Tax Season

Taxes February 28, 2025 

Over 100 IRS Taxpayer Assistance Centers’ Futures Are in Doubt After Tax Season

More than 100 IRS offices that host taxpayer assistance centers appear to be on the chopping block as the Trump administration continues efforts to cut waste from the federal government. But any closures likely won't take place until after tax season.

Jason Bramwell

handcuffs on tax form 1040 573x300 1  5745c80920ea2

Taxes February 28, 2025 

Florida Man Guilty of Promoting Illegal Tax Shelter and Stealing Client Funds

A Florida man pleaded guilty today to orchestrating a nearly decade-long scheme to promote an illegal tax shelter and commit wire fraud. He also pleaded guilty to assisting in the preparation of false tax returns for tax shelter clients.

Isaac M. O'Bannon

dirtydozen_10635002

Taxes February 28, 2025 

The Dirty Dozen IRS Tax Scams to Watch for in 2025

Each year, the Internal Revenue Service puts together a Dirty Dozen list warning taxpayers, businesses, and tax professionals of tax scams to watch out for, and common schemes that threaten their tax and financial information.

Isaac M. O'Bannon

farm-iowa-Pixabay-1778011-4101592_1280

Taxes February 28, 2025 

Farmers and Fishermen Face March 3 IRS Deadline

Most farmers and fishers who chose to forgo making estimated tax payments by January that they must generally file their 2024 federal income tax return and pay all taxes due by March 3, 2025.

Isaac M. O'Bannon

apartment-real-estate-pixabay-ArtisitcOperations-g112ec5bb2_1280

February 28, 2025 

Austin Rental Prices Drop 22% from Peak After Building Spree

Yasmine Acebo makes her living by hooking up renters with deals on Austin apartments. In recent months, they haven’t been hard to find.

Where’s My Refund? IRS Offers App and Online Tool to Track Refunds

Taxes February 28, 2025 

Where’s My Refund? IRS Offers App and Online Tool to Track Refunds

Taxpayers who file electronically can typically use the Where’s My Refund? tool to check the status of a tax refund within 24 hours of filing. It takes about four weeks for the same information to be available for those filing paper returns.

Isaac M. O'Bannon

CFPB Nominee Promises to Keep Agency Open but Downsize It

Accounting February 27, 2025 

CFPB Nominee Promises to Keep Agency Open but Downsize It

Democrats on the Senate Banking Committee pressed McKernan in his confirmation hearing about how he would lead the regulator given that Trump and his billionaire special adviser Elon Musk have called for eliminating it.

 Up to Half of Social Security Workers Could Be Laid off

Payroll February 27, 2025 

Up to Half of Social Security Workers Could Be Laid off

The Social Security Administration has been instructed to reduce its staff by half as President Donald Trump’s administration continues to pursue widespread cuts across the federal government, according to multiple media reports.

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