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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  

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

October 29, 2026  

The Five Stages of Selling Your Firm

October 29, 2026  

The Answer to Gray Area Expenses Isn’t More Rules

October 29, 2026  

Before You Rewrite for GEO, Make Sure You Own Your Firm’s Website
tax-refund1_10916239

Taxes February 28, 2024 

‘Where’s My Refund’ Tool Gets Updates – How to Estimate Your 2024 Income Tax Refund Date

“When will I get my tax refund?” is one of the most common questions for many taxpayers. While the answer is never exact, we can give you a pretty good estimate based on a few factors

Isaac M. O'Bannon

How to Correct an E-Filed Return Rejected for Missing Form 8962

Taxes February 28, 2024 

How to Correct an E-Filed Return Rejected for Missing Form 8962

Taxpayers must file Form 8962 if any family member was enrolled in Marketplace health insurance and IRS records show that APTC was paid to their Marketplace insurance company.

Isaac M. O'Bannon

Mississippi Tax Preparers Sentenced to Prison for False Tax Return Conspiracy

Taxes February 28, 2024 

Mississippi Tax Preparers Sentenced to Prison for False Tax Return Conspiracy

A group of Mississippi tax return preparers were sentenced to prison on February 22, 2024, for charges related to a conspiracy to prepare and file false tax returns for clients in Jackson, Mississippi.

Isaac M. O'Bannon

SEC Upped the Ante on Enforcement for Accounting and Auditing in FY 2023

SEC February 28, 2024 

SEC Upped the Ante on Enforcement for Accounting and Auditing in FY 2023

The SEC disclosed 83 accounting and auditing enforcement actions in FY 2023, up 22% from the previous fiscal year.

Jason Bramwell

Simplifying Bank Statement Conversions for Accountants

February 28, 2024  Sponsored

Simplifying Bank Statement Conversions for Accountants

Kiss manual data entry goodbye thanks to our leading bank statement conversion tool. It’s fast, secure, and simple to use. The bank statement converter that’s won the world’s heart!

 Sage Partners with AWS to Enable AI-Powered Solutions for Small and Mid-Sized Businesses

Accounting February 28, 2024 

Sage Partners with AWS to Enable AI-Powered Solutions for Small and Mid-Sized Businesses

Sage has expanded its relationship with AWS, enabling SMBs to successfully navigate the complexities of modern finance and address environmental responsibilities with cutting-edge solutions.

Isaac M. O'Bannon

RightNOW Conference 2024

Accounting February 28, 2024 

RightNOW Conference 2024

Top influencer keynotes, transformative tech insights and AI innovators converge to elevate the accounting profession at RightNOW 2024. May 14-16, 2024 | Austin, TX.

Isaac M. O'Bannon

PCAOB Registration Isn’t a Seal of Approval, Regulator Tells Audit Firms

Auditing February 28, 2024 

PCAOB Registration Isn’t a Seal of Approval, Regulator Tells Audit Firms

A proposed rule would limit how audit firms tout their PCAOB registration in marketing to clients and potential clients.

Jason Bramwell

Draffin Tucker Joins Forces With Baldwin & Associates

Firm Management February 28, 2024 

Draffin Tucker Joins Forces With Baldwin & Associates

The top 300 accounting firm based in Albany, GA, has expanded into South Carolina by merging in Baldwin & Associates.

Jason Bramwell

EisnerAmper Offers Free Cybersecurity eBook

Technology February 28, 2024 

EisnerAmper Offers Free Cybersecurity eBook

Cyberattacks are a daily threat to any organization and can result in compromised data, damaged client relationships, financial cost, litigation, reputational harm and more.

Isaac M. O'Bannon

staff development 5772b1f7891f4

Firm Management February 28, 2024 

It’s Time to Rethink Current Practices for CPA Firm Talent Management

The tips outlined in this article can help you modernize your talent management strategies so that your CPA firm can stand out as an employer of choice and become more strategic and proactive with its hiring and staffing practices.

Steve Saah

House for Sale IMO03042019

Payroll February 28, 2024 

Existing Home Sales Rose 3.1 Percent in January

The median existing-home price for all housing types in January was $379,100, an increase of 5.1% from one year ago ($360,800). All four U.S. regions posted price increases.

Isaac M. O'Bannon

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