Tax Practice News
Marketing to Your Clients Who Don't Want AI Doing Their Taxes
Every accounting tech pitch promises AI-powered growth and automation. But for small tax firms, clients still choose trusted expertise, relationships, and real advice.
Sep 3, 2026
Your Clients Are Price-Fatigued
If you've delayed raising fees for fear of losing clients, you're not alone. After years of rising costs across many services, clients are more sensitive than ever to another price increase.
Sep 1, 2026
You Just Hired Your First AI Agent, Who's Managing It?
AI is already drafting returns, spotting issues, and answering clients in many firms. The problem is not AI itself, but treating it like a tool instead of an employee. Like any new hire, AI needs oversight, accountability, and structure.
Aug 27, 2026
Stop Pricing Your Tax Firm Like It's 2015
Small tax firms often still charge by the hour or per return, a model that rewards time, not results. Today, value-based pricing better reflects client outcomes and ensures firms benefit from greater efficiency, expertise, and technology.
Aug 25, 2026
The IRS Just Made the Phone Call Obsolete. What Business Tax Account 2.0 Means for Your Workflow.
The IRS expanded its Business Tax Account platform, reducing the need to call the IRS. Small firms should adopt these new self-service tools now to improve workflows and client support.
Aug 20, 2026
