The new OPR guidelines on AI read like advice for preparers. The sharper message is for whoever runs the firm.

It’s every accountant’s favorite topic: document storage. But if you’ll bear with me and turn your attention to...

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

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

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

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

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

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

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

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