Blogs

Generative AI is already changing how tax teams work, even in firms that have not “officially adopted” it. Some staff use it to rewrite client emails. Some use it to summarize a notice. Some use

Tax notices have a special talent for landing at the worst possible time. They arrive in the middle of busy season, during extension sprints, or right when your team is trying to close out deliverables

Multi-state returns are one of the fastest ways for a CPA firm to lose time in review. Not because the concepts are impossible, but because the inputs are inconsistent. When a return includes multiple

K-1 season is rarely hard because the forms are complicated. It is hard because the workflow is messy. A single delayed K-1 can block a 1040, trigger rework in review, and force an

Most CPA firms do not have a “review problem.” They have a workflow problem that creates review overload. When returns arrive in review inconsistently packaged, missing key tie-outs, and full of scattered assumptions, the

If your firm feels “review-heavy,” it is usually not because your reviewers are slow. It is because too many returns hit review in a state that forces rework: missing tie-outs, unclear assumptions, incomplete

If you ask most partners what slows them down in 1040 review, they rarely say “tax law.” They say things like: “I can’t find anything,” “support is scattered,” “numbers don’t tie,” or “I

For many CPA and accounting firms, the work did not “end” after April. It just changed shape. Returns moved to extension, client responsiveness dipped in summer, and by late August the same familiar pattern shows

If your busy season feels like a predictable surprise every year—partners buried in review notes, managers stuck in admin, preparers waiting on missing documents, and everyone living in “extension mode” – it’s usually not