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For years, tax firms have talked about moving beyond compliance and offering more strategic advice. Clients want that shift, too.

Recent court cases and IRS actions are changing the litigation playbook for taxpayers appealing Employee Retention Credit claims that have been denied.

Firms are sourcing new solutions from field staff, which serves to both expand their available tools and upskill their professionals. But like any other project, they aren't just throwing together programs and calling it a day.

Juneteenth; ERP programs; compliance drift; and other highlights from our favorite tax bloggers.

Bookkeeping, tax and outsourced CFO services company Pilot announced Meridian, which is said to perform the full scope of bookkeeping and financial reporting.

Gusto's newest release is focused on the accounting practice management arena: six new AI agents designed specifically for business development for CPA firms.

The Treasury Department offered a preview of upcoming guidance on a new federal scholarship tax credit that was included in the One Big Beautiful Bill Act.

The National Treasury Employees Union has filed a lawsuit against the IRS accusing it of systematically removing union materials from offices.

Many firms aren't prepared for the shift in capacity that's coming. The next few years will sort firms into those that used this moment to grow, and those that didn't.

There are three proven ways a CPA firm can move beyond the revenue level to start pulling the "multiple" lever.