Tax Season Roundup: 2017

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By CPA Trendlines

Here at CPA Trendlines, we know busy season isn't the entirety of your practice ... but it's a huge chunk of it.

How did your tax season measure up?
Join the survey; get the benchmarks

Stay tuned for a full report.


Here in one handy place is all of the tax-related information we've published this season.

How 2017 is going


Regional CPA Firms Go Head-to-Head with Big Four in Talent Wars

Highly rated for 'quality of life:' Moss Adams, Plante Moran, Friedman, BPM.

By CPA Trendlines 

Deloitte, KPMG and Moss Adams are gaining ground in the recruiting wars, according to a new survey of more than 8,000 accountants.

While PwC maintains its hold as the best brand in the business, second-ranked Deloitte is closing the gap, and KPMG jumped one spot to fourth place, in the latest Vault Accounting 50, a ranking of the best accounting firms to work for.

Even though the Big 4 firms rank highly in the Formal Training category, mid-sized firms are big winners in Quality of Life Rankings.

  • Michigan-based Plante Moran ranks No. 1 in 11 categories, including Culture, Overall Satisfaction, Informal Training, Business Outlook, and Firm Leadership.
  • New York City-based Friedman ranks No. 1 in Hours, Work/Life Balance, and Relationships with Supervisors. And,
  • San Francisco-based BPM ranks No. 1 in Overall Diversity, Minority Diversity, and LGBT Diversity.

Meanwhile, Chicago-based Grant Thornton got knocked back to fifth and West Coast firm Moss Adams leaped three spots to No. 8, moving back into the top 10.

The Top 10 firms in the survey are: READ MORE →

Avalara Takes CRUSH Conference to Austin

Learn more at
Learn more at

2017 theme: Home of the tax automation revolution.

By CPA Trendlines

Avalara, Inc., a leading provider of cloud-based tax compliance automation for businesses of all sizes, is bringing back CRUSH, a tax compliance automation conference and industry gathering, for the second year, scheduled May 2-3, 2017 in Austin, Texas. CPA Trendlines is a sponsor.

Bringing together leaders in finance and technology who are enabling the strategic evolution of accounting, CRUSH offers attendees opportunities to learn, educate and network with hundreds of peers and experts.


Jim Bourke on SOC: New Growth Opportunities for CPAs [VIDEO]

Jim Bourke, CPA.CITP and a partner at New Jersey-based Withum CPAs, explains the new range of opportunities in SOC engagements for cyber-security.

Learn more | Free Registration

Catch Jim Bourke at the New York Accounting Show & Conference on "Business Intelligence and Big Data for the Accounting Firm and Your Clients." Jim will take the mystery out of business intelligence and big data. He’ll help you to identify it within your firm and your clients and he’ll show you how it will change our profession forever. He’ll share what the largest firms in the US are doing with this information and show you why and how it will eventually impact the sole practitioner. This is a “MUST” attend session for anyone performing attest work today. Attend this session and you’ll be one step ahead of your competition on preparing for one of the biggest changes to impact our profession, not to mention, you’ll have a good understanding of all of the current tools in the marketplace to take your efforts in this space to the next level.

Bourke adds:

The content at this year’s Flagg Management show is a perfect example of the transformation of revenue streams at CPA firms today. In order to keep competitive and viable, today’s firms need to embrace the non-traditional, non-attest and non-tax services.

Offerings in the areas of cyber security, SOC1, SOC2, SOC3, the new SOC for Cybersecurity, business process outsourcing, CFO advisory services, merger and acquisition planning and implementation and assistance with collaborative, web-based accounting systems will be critical to ensuring a firm’s continued profitability.

You can’t hide from the fact that attest and tax continues to become commoditized. CPAs are the trusted professionals and possess the kills necessary to offer many of these alternative services.

So think out of the box this year and come and hear some of the best thought leaders in the industry discuss these revenue generating opportunities for your practice.

Taking the Technology Walking Tour


The best way to gather new and useful information for your practice.

By Gail Perry

I have the honor of leading the technology walking tours at the show. By all means, I suggest you give it a try.

Wear some comfy shoes because you're going to be on your feet for a couple of hours. And, more importantly, get ready to dive into the conference's exhibit hall without having that feeling of walking the midway at a carnival and trying to avoid the carnival barkers.

On a walking tour, you visit the booths of a group of pre-selected vendors, and listen to a brief presentation in a relaxed setting. There is a difference from the drive-by experience that you would get on your own. First, the vendor isn't under any pressure to grab your attention in five seconds and keep you from walking away. You are a captive audience, and the presenter knows that, so the presentation can be more heartfelt, real-life experiences can be shared.

Often you will have an opportunity to ask questions during a walking tour presentation, and you can do so feeling more like a student in a class than someone who's worried about whether or not you'll be able to keep your credit card in your pocket.

In the time that a walking tour presentation is being made, a brief rapport is built, forging the way for you to feel comfortable returning to the booth later. "I heard your presentation," you can say, and the vendor will immediately know that the sales pitch can be skipped and you're here for some real answers.

You get CPE credit for your time spent on the tour. And, you even get to take whatever free gizmo the vendor is offering without even having to feel guilty about doing so. You might even find that the best free stuff is in the presentation itself.

Gail Perry is a CPA and the editor-in-chief of CPA Practice Advisor magazine. She is also a well-known public speaker and is the author of more than 30 books (including For Dummies and Surviving Financial Downsizing: A Practical Guide to Living Well on Less Money). In addition, she maintains a small tax practice. Gail is a graduate of Indiana University where she earned her bachelor's degree in journalism. After returning to school to study accounting at Illinois State University, Gail earned her CPA and worked for Deloitte's Chicago office as a state and local tax specialist. She is a former tax columnist for the Indianapolis Star newspaper, has been an adjunct accounting professor, and was on staff for 10 years at the Indiana CPA Society as a computer applications instructor. Gail was the publisher and editor-in-chief of AccountingWEB before joining the CPA Practice Advisor team.