SPECIAL

With Congress Stalled, Tax Professionals Take Control of Preparer Standards

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Why Tax Pros Are Imposing Standards on Themselves.

By CPA Trendlines Research

Scott Artman, NATP: New credentialing program

As the 2026 filing season begins, the National Association of Tax Professionals is launching a formal credentialing program for taxpayer representation.

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The NATP is stepping into a regulatory void left by years of congressional inaction, leaving more than 500,000 paid preparers operating without national standards, even as IRS and GAO data show higher error rates on paid-prepared returns than on do-it-yourself filings, and Congress is delaying action.

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How the $25K Rule Works in Pricing

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Toss the timesheets and give your clients more value.

By Jody Padar
The Radical CPA

Consider the $25K Rule.

Because this method requires heavy lifting on the front end, a good rule of thumb is to only value-price engagements of $25,000 or more. If the client falls below $25,000, they are eligible for a fixed price or fixed price plus a value add. This rule is important because if your client is a small business, it doesn’t matter how much value they perceive in your services; they will not be able to afford value pricing above a certain level.

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Most services are fixed-priced, but based on conversations with the client, those prices may drop or be raised accordingly. Some of the data points used to set pricing are the PITA factor (pain in the a#%) and the client’s gross revenue.
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Twelve Great Reasons to Merge In a Smaller Accounting Firm

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Silhouetted figures against US outline map

Obtain a niche, acquire talent and more.

By Marc Rosenberg
The Rosenberg Practice Management Library

If an opportunity to merge in a smaller firm were presented to you, would you be interested in pursuing it?

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My guess is that in excess of 90 percent of all CPA firms would answer this question with a resounding “yes!”
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Competence: First of the Seven C’s

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BONUS: Eleven questions about your ambitions and finances.

By Martin Bissett
Passport to Partnership

Staffers aspiring to be partners must learn the key characteristics of successful partners. They also must learn how to develop their own personal plans to achieve partnership. Firms and staffers alike need a clear set of procedures, processes and milestones for turning top talent into the next generation of firm leadership.

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There are seven critically important criteria by which partners assess partners-to-be. I call them:

The Seven C’s

1. The first is Competence. As a prerequisite, but only a prerequisite, accountants must master their technical abilities and qualifications, whether it be audit, tax or management accounting. Whatever your area of specialty, as a staffer the partners expect you to be able to know at least as much as anyone else who may report to you.
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The IRS in 2026: Quiet Backlogs, Harder Fixes, and Late Guidance

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Less capacity, more obligation.

By CPA Trendlines Research

Identity theft is becoming one of the biggest time drains for tax professionals this filing season, and the IRS may be less equipped than ever to handle it.

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According to the IRS Advisory Council—the body representing tax professionals—identity-theft refund cases now take nearly two years to resolve, as staffing cuts and system limits slow IRS response.

But identity theft is only one of a long list of problems that can only get worse this year. Tax professionals are bracing for prolonged client disputes and frustrating follow-ups with an understaffed, ill-equipped IRS.

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