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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
document20management20software2021

Firm Management February 3, 2025 

How to Streamline Your Paper Document Collection This Tax Season

In an era of easy-to-use cloud applications and AI, why does paper persist in the finance sector?  There are many reasons that make it difficult for CPAs to demote paper in lieu of full digitalization.

Tax Identity Theft Victims’ Wait Times Are Slowly Getting Shorter, Taxpayer Advocate Says

Taxes February 3, 2025 

Tax Identity Theft Victims’ Wait Times Are Slowly Getting Shorter, Taxpayer Advocate Says

The IRS is slowly cutting the time it takes to assist taxpayers who have been victims of tax-related identity theft, National Taxpayer Advocate Erin Collins said last week.

Jason Bramwell

Baker Tilly to Acquire Top 200 Firm Hancock Askew

Mergers and Acquisitions February 3, 2025 

Baker Tilly to Acquire Top 200 Firm Hancock Askew

The acquisition of Savannah, GA-based Hancock Askew strengthens Baker Tilly's presence in the Southeast, enhancing its ability to provide clients with expanded resources, innovative solutions, and a seamless service experience, the top 10 firm said Feb. 3.

Jason Bramwell

Mexico Reaches Deal with Trump to Avert Tariffs for at Least a Month

Taxes February 3, 2025 

Mexico Reaches Deal with Trump to Avert Tariffs for at Least a Month

Mexican President Claudia Sheinbaum said she spoke to the American leader Monday morning and that they came to an accord that delays for at least a month Trump's threat of 25% tariffs on all Mexican goods imported to the U.S.

 Top 10 Biggest Income Tax Credits and Deductions for 2025

Taxes February 3, 2025 

Top 10 Biggest Income Tax Credits and Deductions for 2025

Tax credits are usually a direct subtraction of what you owe, and can sometimes come back to you in your refund. A tax deduction generally reduces what your taxable income is. In this article, we're looking at the Top 10 tax credits and deductions, if you qualify!

Isaac M. O'Bannon

Finance Teams Prioritize ESG Reporting but Lack Adequate Technology, According to insightsoftware Report

Accounting February 3, 2025 

Finance Teams Prioritize ESG Reporting but Lack Adequate Technology, According to insightsoftware Report

A new report highlights the growing complexities that global organizations face in ESG reporting, including the challenges finance leaders experience gathering, integrating, and analyzing data from multiple sources.

Isaac M. O'Bannon

Taxes for Gig Workers: Survey Shows Many Are Unprepared for Lower 1099-K Reporting Threshold

Small Business February 3, 2025 

Taxes for Gig Workers: Survey Shows Many Are Unprepared for Lower 1099-K Reporting Threshold

More than 20% of respondents plan to pay a tax professional for the first time as a result of 1099-K reporting changes and complexity.

Isaac M. O'Bannon

AI & Outsourcing: A Winning Combination for Productivity

Accounting February 3, 2025 

AI & Outsourcing: A Winning Combination for Productivity

Implementing AI along with outsourcing can amplify the productivity benefits and other positives that each strategy offers individually.

tax_refund_2_.58ad2540b4575

Taxes February 3, 2025 

The Biggest Tax Credit Many People Miss: The EITC

One in five eligible taxpayers don’t claim this credit worth up to $7,830.

Isaac M. O'Bannon

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CAS February 3, 2025 

Know Your Numbers for Success: Critical KPIs to Track When Working with an Outsourced Accounting Team

You should be aware of, and monitor specific Key Performance Indicators (KPIs) to ensure seamless integration and effectiveness of your outsourcing team.

Gaynor Meilke

Brigham Young University Wins 23rd Annual Deloitte FanTAXtic National Case Study Competition

Taxes February 3, 2025 

Brigham Young University Wins 23rd Annual Deloitte FanTAXtic National Case Study Competition

Students from Brigham Young University won Deloitte’s 2025 FanTAXtic national case study competition. Baruch College and the University of Florida came in 2nd and 3rd.

Isaac M. O'Bannon

Products Most Likely to Increase in Cost Due to Tariffs, From Avocados to Cars

Taxes February 2, 2025 

Products Most Likely to Increase in Cost Due to Tariffs, From Avocados to Cars

The tariffs are due to take effect at 12:01 am on Tuesday. Here’s a look at key imports from the three counties that could become more costly.

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