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The Influencer Tax Rules Are Just the Tax Rules

How many of you have had a client tell you they drove “about” 3,000 miles or spent “around” $8,000 in materials for...

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Penalty Relief Just Went Automatic

Most firms have a routine for this: a client forwards a failure-to-file notice, someone pulls the standard abatement...

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September 15 Is Coming. Call Your Clients.

As I’m writing this, today is August 31, and tomorrow, September 1, I know one appointment that is always kept. Hal...

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How a Better Process Moved Clients Ahead of the Tax Deadline

We all know that every year, tax season is a stressor for everyone: the client, the tax preparer, support staff, even...

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How AI is Changing Sales Tax Compliance for Accounting Firms

If you've managed sales tax compliance for a client with activity in multiple states, you know how fast it becomes...

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8 Lessons from 1040 Bootcamp

I began my career in accounting in 2002 with a two-year stint at an H&R Block in Bosque Farms, New Mexico, an...

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Busy But Not Profitable: Tax Season Time & Billing Blind Spots

Tax season has a way of giving firms a false sense of profitability. When the calendar is packed, and everything moves...

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Unpacking Track1099 Sync Issues After Avalara Update

Updated 2/23/2026: Editor's Note - Avalara responded via email to add clarity and resolution to the issues discussed in...

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Reconciled And Ready: The Tax Preparer Handoff

Right now, many firms still use the same tax preparer handoff every year. They send a QuickBooks file, a prayer, and a “

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The Nexus Breakdown

When launching or expanding a business, few entrepreneurs consider the complexities involved in operating in different...

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