Six thoughts on charging for them.
By Ed Mendlowitz
The CPA Trendlines Practice Doctor
Many accountants do tax projections. Some clients get projections who should not, but there are many who do not, who should.
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Here are some insights about preparing and charging for them … READ MORE →
Trump Accounts for children launch on July 4, 2026.
MORE Art Werner | MORE CPA Trendlines Streaming Network
“The eligibility rules are going to be based on what we’ll refer to as the beneficiary, the child that we’re establishing these for,” Werner says.
While cases stall, the right to sue could expire.
By CPA Trendlines Research
Thousands of business taxpayers still battling Employee Retention Credit disallowances could lose their right to sue the IRS in 2026 because the two-year refund-suit deadline keeps running while cases sit in IRS examination or Appeals, a risk tax attorney Bradley Burnett calls part of a “colossal mess” of statute traps, litigation risks and unresolved audits.
The National Taxpayer Advocate estimates roughly 28,000 taxpayers may be affected, prompting the IRS to roll out a special Form 907 extension process for certain ERC claimants approaching the deadline.
CPE WEBINAR
Covid ERC in 2026: Picking Up the Pieces: Which Are Ticking Time Bombs?
With Bradley Burnett, J.D., LL.M.
Thursday, June 18, 1-4 p.m. ET
“What is left … a colossal mess,” Burnett tells CPA Trendlines Academy attendees. “Some of those broken pieces out there may be time bombs.”
The filing window has closed. The refund fights have not.
Plus four “how much” questions you can put numbers to.
By Ed Mendlowitz
How to Build a Stronger Tax Practice
As you see each tax prep client you should keep a list of additional services you can offer them. Also, continue this list when you review each return.
Exclusively for PRO Members. Log in here or upgrade to PRO today.I prepare a list of follow-up items during a tax season on my Microsoft Outlook task list. These items are entered as the issue or idea arises. It is simple, quick and very satisfying. The next job will be to make the time to follow up with the client, and do your “good deed.”
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CPAs Not Wanted: Firms Build a New Workforce – without Accountants
By CPA Trendlines
Cornerstone Report
CPA firms are building a new workforce, and they’re doing it without CPAs.
Firms are hiring thousands of new staffers in jobs that look less like traditional accounting and more like sales, systems and management, according to new data parsed by CPA Trendlines.
MORE Private Equity’s Accounting Playbook Is Shifting from Dealmaking to Operating Systems | Why CPAs Quit Public Accounting | Inside Tax Season’s Hidden Shift: Same Work, Fewer People, Higher Cost | MORE Cornerstone Reports | Outlook & Analysis | Staffing & Recruiting | Surveys & Research | Tax | Pay & Compensation |
The public accounting profession has added 3,930 accountant and auditor positions since 2021, which pales in comparison to the 12,250 new sales representatives, 11,140 new financial managers, or 8,130 new computer and information systems managers. Firms added 4,370 new software developers and 4,190 new project management specialists. They also added 2,210 new data scientists. Even the number of chief executives has grown faster.
The pattern shows firms are not simply replacing missing CPAs and CPA candidates. They are building a different kind of firm, with more people assigned to sell services, manage clients, run systems, build software and coordinate projects. CPAs need not apply. READ MORE →