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Happy Tax has acquired Opportunity Tax and Insurance, a franchise network of eight storefront tax preparation and insurance sales offices in North Carolina, Georgia and Florida, and announced a partnership Monday with Santa Barbara Tax Products Group, a subsidiary of Green Dot, to provide refund advances and refund transfers.

President Donald Trump is planning to kick off one of the most important sales pitches of his presidency this week—getting Americans fired up about rewriting the U.S. tax code.

More chief execs are automating back-office accounting functions, freeing finance professionals to become strategic advisors.

The cleanup goes on long after the storm has passed. Here’s how financial planners can provide advice for one of clients’ most expensive traumas.

One of the most important sources of protection? The humble engagement letter.

A deeper into look at your firm's skills and services may reveal some surprises.

Digital transformation requires a management team that fills all the necessary niches.

It's the easiest way to get new business, but it requires a little work.

The Texas Society of CPAs has posted a toll-free phone help line for victims of the devastating Hurricane Harvey.

There isn’t much evidence suggesting the implementation of a cost segregation study on a tax return, by itself, will trigger an IRS audit.