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Why Accounting Keeps Talking About Change But Rarely Changes?

“We’ve been talking about transformation in accounting for as long as I can remember.”— Seth Fineberg, Founder of Accountants Forward and an advocate of the accounting profession. Accounting loves the language of change

Digital Assets in 2026: Updating Organizers for Form 1099-DA and Basis Tracking

Digital assets are about to become far less “optional” in your tax workflow. For the 2026 filing season (tax year 2025 returns), many clients will see a new document entering their tax packet: Form 1099

E-Filing is Open. But Are Firms Ready?

Since 13th January, the electronic filing for business tax returns is officially open, the IRS has announced. The Modernized eFile system is live. Forms are being accepted. Filing season has begun. On paper, this is

The 10-Return E-File Rule for 1099s: Aggregation Mistakes That Trigger Rejections and Penalties

A lot of CPA and accounting firms still think about 1099 e-filing the old way: “We only have a few 1099-NECs, so we can paper file,” or “We are under the threshold for

Identity Theft and Rejected Returns: Using the IRS IP PIN in Your Client Process

Few things derail a clean filing calendar like an identity-related rejection. You are ready to e-file, the client is expecting confirmation, and then the acknowledgement comes back: the IRS already received a return

From FIRE to IRIS: What the IRS Transition Means for 1099 Filing Before Filing Season 2027

If your firm handles 1099s for clients, the shift from the legacy FIRE platform to the IRS Information Returns Intake System (IRIS) is not just a technology change. It is a workflow change that hits

Celebrating 19 Years of Finsmart Accounting with Its Strongest Pillar – Its People

Last Saturday, we were together with our colleagues, but not because our clients needed us or we had an important deadline.Finsmart turned 19 last week, and it was a moment of celebration. If you

The Firm Owner Bottleneck No One Wants to Admit – Lessons from Gaynor’s experience

“Most firms don’t have a team problem. They have a decision problem.”— Gaynor Hardy. There’s a moment in almost every growing accounting firm where progress quietly stalls. The team is capable. Clients

Secure Offshore Tax Prep: A Plain-English Guide to 7216 Consent and Controls

Offshore tax support can be a huge capacity unlock for CPA and accounting firms, but it comes with one question that matters more than cost or turnaround time: are you handling taxpayer data the right

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