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Tax Practice News Articles

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Your Review Process Is the Bottleneck

In most small tax practices, the bottleneck isn’t staffing or software. It’s you.

The IRS Is Coming for Sloppy Preparers: Is Your Paper Trail Ready?

An inspector general just told the IRS it isn’t policing return preparers well enough, and the IRS agreed to fix that. If you run a small tax...

What Your Fee Schedule Says About You

Your fee schedule is the loudest thing you say to clients. It tells them what you think your work is worth, how much you trust yourself, and whether...

Code TT Is Coming for Your January

Every filing season has one small box that swallows an outsized share of staff hours. This year, keep your eyes on Box 12, Code TT of the Form W2.

October 15 Is Not the Finish Line: What to Do About the Clients Who Still Haven’t Sent Anything

Thursday, October 15, is the extended deadline for most individual returns. If you have clients who still have not delivered documents, you already...

The IRS Just Cleared Out 71 Pieces of Guidance

The IRS announced this month that it is removing 71 revenue rulings, revenue procedures, notices, and announcements it previously published. Most tax...

Every Practice Management Platform is Selling the Same Promise

Automated document collection, AI that preps the return, agents that handle admin and onboarding. Those are the promises being made by nearly every...

The Senate Just Raised the Bar

On September 30, the Senate unanimously passed the Taxpayer Assistance and Service Act. Most headlines called it an IRS customer service bill. That...

What Your Team is Telling AI

Dana spent the summer planning. Her eight-person firm would take on 60 new individual clients this season. It would roll out an AI-assisted review...

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Nov 10
From Bill Pay to CAS: Building Your Firm's Next Growth Engine

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The Software-First Payments Revolution: From Transaction to Trust

The Software-First Payments Revolution: From Transaction to Trust

November 10, 2026 · 12:30 PM ET

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How to Reduce B2B Credit Card Processing Fees

How to Reduce B2B Credit Card Processing Fees

November 10, 2026 · 2:00 PM ET

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Are your Clients Ready for CAS?

Are your Clients Ready for CAS?

November 11, 2026 · 12:00 PM ET

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Nov 11
What Is "Advisory" Anyway? The Different Types, and the One Small Businesses Pay For Every Month

What Is "Advisory" Anyway? The Different Types, and the One Small Businesses Pay For Every Month

November 11, 2026 · 2:00 PM ET

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Let It Go: Make Room for a Better Busy Season

Let It Go: Make Room for a Better Busy Season

November 12, 2026 · 12:00 PM ET

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Capital Expenditure Decision-Making: Maximizing ROI

Capital Expenditure Decision-Making: Maximizing ROI

November 13, 2026 · 11:00 AM ET

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Nov 17
Grow the Team You Have: Getting Your People Invested in New Skills, New Technology, and New Levels

Grow the Team You Have: Getting Your People Invested in New Skills, New Technology, and New Levels

November 17, 2026 · 2:00 PM ET

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DEBunk'd: The Lies Keeping Firms Small

DEBunk'd: The Lies Keeping Firms Small

November 19, 2026 · 2:00 PM ET

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Talking AI to Clients: How to have the AI conversation without losing the client

Talking AI to Clients: How to have the AI conversation without losing the client

November 19, 2026 · 3:30 PM ET

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Your Website: Is It Helping You Win Clients—or Losing Them?

Your Website: Is It Helping You Win Clients—or Losing Them?

November 24, 2026 · 2:00 PM ET

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