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A solo preparer I know spent an entire summer migrating to an enterprise tax platform because it topped a “best

Every year, the IRS and its Security Summit partners remind tax professionals to protect client data and review their security

The firm owner told me, a little defensively, that she had already automated everything. She had QuickBooks with transaction rules,

It was Friday at 4 p.m., and one of the firm’s best CPAs was coding vendor invoices. Not reviewing them.

I once asked a managing partner a simple question: where does a particular client’s tax return stand right now? It

I sat in on a Tuesday morning at a firm that could not understand why its senior accountants were always

The partner had three proposals open on his desk, and the honest problem was that he could not tell them

When a partner is preparing a Form 1040 in early April instead of reviewing it, the problem is not commitment.

By the sixth business day of the month, many CAS teams still have several client closes open. One bank feed

A professional can reconcile a bank statement accurately and still have no experience preparing a substantive testing workpaper. That is