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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
TIGTA Alerts Taxpayers of New Tax Season Text Message Scam

Taxes January 28, 2025 

TIGTA Alerts Taxpayers of New Tax Season Text Message Scam

Scammers impersonating the IRS are texting taxpayers leading them to believe they're going to receive an economic impact payment, also known as a recovery rebate credit, but it's a scheme to steal their personal data, TIGTA said on Jan. 28.

Jason Bramwell

PCAOB Debuts New Resource Page for Smaller Audit Firms

PCAOB January 28, 2025 

PCAOB Debuts New Resource Page for Smaller Audit Firms

The new online resource page, Information for Smaller Firms, features PCAOB content tailored for smaller audit firms, including publications, videos, and other resources.

Jason Bramwell

UHY Announces Strategic Partnership with Prophix to Enhance Office of the CFO Services

Accounting January 28, 2025 

UHY Announces Strategic Partnership with Prophix to Enhance Office of the CFO Services

As an official partner within the Prophix network, UHY can offer clients advisory and implementation services that leverage Prophix One, a financial performance platform for finance and accounting professionals.

Jason Bramwell

PCAOB Fines Texas Firm $65,000 for Auditing Failures

Auditing January 28, 2025 

PCAOB Fines Texas Firm $65,000 for Auditing Failures

Plano, TX-based accounting firm SS Accounting and Auditing Inc. and partner Saima Sayani were disciplined for committing several failures on the audits of China Green Agriculture Inc. and for violating PCAOB quality control standards.

Jason Bramwell

Rightworks Added to Wolters Kluwer’s CCH Marketplace

Accounting January 28, 2025 

Rightworks Added to Wolters Kluwer’s CCH Marketplace

The collaboration enables accounting firms to safely access all their Wolters Kluwer apps remotely and securely in Rightworks OneSpace.

Jason Bramwell

 Scott Bessent Easily Confirmed as Trump’s Treasury Secretary

Taxes January 27, 2025 

Scott Bessent Easily Confirmed as Trump’s Treasury Secretary

The hedge fund manager is poised to be a key player as Congress faces down more than $4 trillion in expiring tax cuts at the end of this year, which he warned during his confirmation hearing would have “devastating” consequences if allowed to lapse.

SD Mayer Merges in Ronald Ruttenberg & Co. CPAs in California

Mergers and Acquisitions January 27, 2025 

SD Mayer Merges in Ronald Ruttenberg & Co. CPAs in California

Weeks after merging in San Francisco-based accounting firm Bogdan & Frasco, top 400 firm SD Mayer & Associates announced another deal on Monday, this time joining forces with Burlingame, CA-based Ronald Ruttenberg & Co. CPAs.

Jason Bramwell

Intuit Rolls Out Test of New Interface Combining QBO and Mailchimp

Accounting January 27, 2025 

Intuit Rolls Out Test of New Interface Combining QBO and Mailchimp

Intuit announced that it has begun testing a new QuickBooks interface that creates a combined QuickBooks and Mailchimp platform experience, which the Mountain View, CA-based company said will help businesses accelerate productivity and profitability. 

Jason Bramwell

What Should You Do If You Suspect Your Tax Preparer Is Being Investigated by the IRS?

Taxes January 27, 2025 

What Should You Do If You Suspect Your Tax Preparer Is Being Investigated by the IRS?

The following is a detailed look at why your preparer's legal troubles place you at risk, what signs might indicate they are under scrutiny, and which immediate steps you can take to protect yourself from civil and criminal tax exposure.

Deloitte Acquires SaaS Technology Company SimplrOps

Technology January 27, 2025 

Deloitte Acquires SaaS Technology Company SimplrOps

The Big Four firm said Jan. 27 that it has acquired SimplrOps, a San Jose, CA-based boutique enterprise software-as-a-service technology company known for streamlining and automating Workday, SAP, and Oracle operations and implementations.

Jason Bramwell

Cutting Services or Raising Taxes: State Lawmakers Weigh How to Fill Big Budget Gaps

Taxes January 27, 2025 

Cutting Services or Raising Taxes: State Lawmakers Weigh How to Fill Big Budget Gaps

Leaders of several states are proposing cutting social programs such as child care, victim services and Medicaid, or raising taxes on cigarettes, spirits or households with the highest incomes, to balance state budgets.

Donor-Advised Funds Are Growing, But If You Have One, You Should Shrink It

Taxes January 27, 2025 

Donor-Advised Funds Are Growing, But If You Have One, You Should Shrink It

The point of a donor-advised fund is to put money in the hands of charities, not grow it like another investment account.

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