Tax practice

The firm founded by Arthur Andersen alumni is working with Morgan Stanley and UBS who are leading the planned initial public offering.

Smith + Howard, an Atlanta-based Top 100 Firm, has opened two new tax practices: site selection + incentives and state and local income tax consulting.

Presenting CPE programs is satisfying, helps sharpen your knowledge, is great for networking with colleagues, and sometimes there are unintended consequences.

U.S. tax professionals can learn from strategies in other countries like Brazil.

"I'm so glad tax season is over!" is a phrase often heard from accountants. Why would anyone would say this?

If you were designing a CPA practice from scratch, what would you do about tax season? Keep it as is, make some changes or possibly eliminate it?

Is this a fantasy situation, a made-up story or the reality in your firm?

EisnerAmper added Prague & Co.; and GTM acquired the state income tax practice of DMA.

Tax season usually is the most stressful period of the year for accountants. Staying calm will help you, your clients and staff.

Take the long view with your practice and don't miss any opportunity to train a staff person properly, as shown in these three anecdotes.

Deep in the heart of busy season, you may not be feeling much empathy for clients who have been procrastinating and are so disorganized, but you should.

Part of growing is for your staff to also grow. That growth comes when they are empowered to take charge, supervise, and make decisions.

What will the tax implications be for CPA clients and practice owners? Where are interest rates headed? What about inflation?

Ed Mendlowitz is making 190 tax season, practice management and personal tips checklists available in a usable searchable Word format.

CPAs must navigate conflicts of interest, transparency, and confidentiality while representing clients in IRS negotiations.

Over half of accounting and tax firms plan to increase fees across all services in 2025, according to a new survey.

Tax season is about providing superior, high-value services to clients. That means doing everything necessary to make the experience working with you pleasant.

Most accountants have just completed their tax season for last year's returns and are probably not thinking about their next tax season. But they should.

Each year Ed Mendlowitz prepares and provides to colleagues with a free, updated checklist file. This year's has 370 pages with 205 separate checklists.