Tax Practice News
The Great Accounting Buyout: What Private Equity's Multi-Billion-Dollar Land Grab Means for the Firm That Doesn't Sell
Private equity now owns stakes in 10 of the top 20 CPA firms, fueling record deal activity. But amid the headlines, one question is overlooked: what does this mean for independent firms that won't sell?
Aug 18, 2026
The IRS Just Put Every Preparer Under One New Roof. Here's What Changes.
The IRS recently consolidated how it oversees every credentialed tax professional, enrolled agents, CPAs, and paid preparers, under a single new Tax Professional Management Office. That sounds like a minor back office reshuffle, but look closer.
Aug 13, 2026
Five Things Your Firm Can Start Doing in Claude Without Risking Client Data
Most AI-in-tax discussions focus on risks, causing firms to avoid tools like Claude entirely. Yet many valuable tasks require no client data. Here are five practical AI uses inspired by everyday inbox emails.
Aug 11, 2026
Tax Research Just Got a Second Brain, Is Your Firm Ready for It
For years, tax research meant searching Checkpoint or CCH, reviewing sources, and validating answers. Now, AI is transforming the process. Tax Notes and Blue J are among the latest making research faster and more conversational.
Aug 6, 2026
You're Not Delegating, You're Just Handing Off Busywork
Every tax firm owner says, “I need to delegate more.” They do, yet still review everything, field client calls, and stay tethered to email. Delegation increased, but dependence on the owner didn't.
Aug 4, 2026
