Six Times to Pick Up the Phone This Tax Season
The personal touch goes a long way toward client retention.
By Ed Mendlowitz
Tax Season Opportunity Guide
CLIENT SERVICE OPPORTUNITIES
Top Tech Trends for Tax Season 2026
Holding Steady, Tuning Workflow, and Testing AI
By CPA Trendlines Research
Join the Busy Season Barometer survey here.
WEBINAR: IRS Tightens Crypto Reporting as 1099-DA Comes Online
New IRS Form 1099-DA raises the stakes for compliance—and tax professionals are racing to prepare. 
By Center for Accounting Transformation
Cryptocurrency has evolved from a niche curiosity to a mainstream economic force — and U.S. tax authorities are finally catching up.
As digital assets, such as Bitcoin, Ethereum, NFTs, and stablecoins, become common investment choices for individuals and businesses alike, the IRS has quietly but significantly overhauled how crypto income must be reported and taxed. However, despite these changes, many taxpayers still fail to comply, and tax professionals are scrambling to keep up.
WEBINAR: Nuts & Bolts of Cryptocurrency Taxation & 1099-DAs | Jan. 27 |1 p.m. ET | 2 CPE
That’s the backdrop for “Nuts & Bolts of Cryptocurrency Taxation & 1099-DAs,” a live 2-hour webinar scheduled for Jan. 27, which will provide accountants and tax advisors with a practical roadmap to navigate this rapidly evolving terrain. READ MORE →
Outlook 2026: Accountants Brace for a Rough Economy
Expect strong demand for tax planning, business advisory and bookkeeping cleanup work.
By CPA Trendlines Research
The CPA Trendlines Busy Season Barometer indicates that tax and accounting leaders anticipate growth in their own firms, even as they prepare for anxious business clients, persistent inflation, and a policy environment that keeps planning on edge.
MORE Busy Season and 2026 Outlook
BUSY SEASON BAROMETER: Join the survey. Get the results
About half of all accountants in the survey are bracing for a deteriorating economy, with a third expecting rosier scenarios, for a net negative 17.2 percentage points. For small and mid-sized businesses, accountants are at a negative 9.3 points.
Process Is Key to Remote Work
Your team and your clients both win.
By Jody Grunden
Building the Virtual CFO Firm in the Cloud
With the right people in place, empowered to work independently, and proper access to the tools that are necessary to get the work done, process comes next.
MORE by Jody Grunden
Exclusively for PRO Members. Log in here or upgrade to PRO today.
Creating process is important in any business if you want to scale, but it is imperative when it comes to remote work. Process helps streamline things, reduces confusion and makes your team more efficient and productive.
READ MORE →