Taxes

If only it were 2017 already – practitioners would have fewer late and corrected Forms 1099 to deal with as the de minimis safe harbor that AICPA recommended was included in the extenders package enacted in December. For now, CPAs and their clients can enjoy the certainty of permanent tax

2015 tax checklists that are part of the annual compliance kit

Misc. practice guides for 2015; part of Annual Compliance Kit

2015 engagement letters as part of the Annual Compliance Kit

These tax organizers have been designed to assist in compiling the information needed to prepare the respective returns for 2012. The following contains many of the common income items, expenses, deductions and credits, as well as questions that determine the proper handling of these items.

Tax E-alert from December 2015

2015 is the Year of the Sheep under the Chinese zodiac. However, as we look back, 2015 did not exemplify the qualities of that gentle, timid animal when it comes to driving changes to improve tax policy or CPAs managing busy practices. But perhaps 2016, the Year of the Monkey, could make this year

The December Tax Practice Monthly topic was on the Importance of Engagement Letters where we discussed how, when, and why to use them. Speaker, Brandon Lagarde, serves on the AICPA Tax Practice Management Committee and is an expert in many areas of a tax practice. Brandon discussed the purpose of

December can be a busy time of year for a tax accountant. It brings with it holiday parties, year-end planning, bonuses, and time spent with family. Early January is also the perfect time to plan for tax season. The following ten ideas are aimed to help prepare you for tax season and hopefully

Identity theft is a growing area of concern for taxpayers and practitioners.  The AICPA has created this page to provide members with information about preventing identity theft, including tips to provide clients, and steps to take if it occurs.