tax season

CPA Firms Show Signs of Profit Weakness, Even as Fees Strengthen

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The Numbers Explain Why 2026 Feels So Difficult.

Revenue expectations held through the season, while profit expectations declined sharply, creating today’s widening margin gap. (CPA Trendlines Busy Season Barometer 2026)

By CPA Trendlines

Across every major metric, CPA Trendlines is finding the same pattern: Firms are doing more work and generating more revenue — but keeping less of it.

MORE Busy Season Barometer

The dynamic was unearthed in gory detail by the Busy Season Barometer. fron-inr \isteb=ning  from The Busy Season Barometer. The numbers through tax season didn’t break all at once. Instead, they had been drifting apart. READ MORE →

Three Metrics for Measuring Staff

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They must work in harmony.

By Jody Grunden
Building the Virtual CFO Firm in the Cloud

If you want to grow your accounting firm, it’s important to evaluate the effectiveness of your process on a regular basis. You want to be aware of what’s working well and what’s not. You also want to continually be improving upon your services over time.

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There are three things you can specifically monitor when it comes to the effectiveness of your team. Here’s how we do it at Summit CPA Group. Maybe these ideas will work for you too.
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Tipping Point: Accountants Scramble for AI-Enhanced Tax, GL, and Workflow Apps

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New workflow systems expected to cut labor problems and shore up profit margins.

Coming out of tax season, more than 55% of firms are looking for new artificial intelligence solutions, up 10 points from before the season. The scramble for practice management and workflow solutions has almost doubled. (CPA Trendlines Research)

By CPA Trendlines Research

The CPA Trendlines Busy Season Barometer shows accounting firms are already planning changes to their technology and workflows, aiming to address the same pressures that defined this year’s busy season.

The research points to a profession broadly aligned with what needs to change, but much less aligned with how quickly those changes can be put into practice.


MORE Busy Season Barometer Join the survey. Get the results. | MORE Busy Season | MORE Tech and AI

Firms across the spectrum, whether reporting a better or worse tax season, identify similar priorities: improving efficiency, reducing manual work and making better use of technology.

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Eleven Ways to Help Tax Clients Help You

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Businessman points to words "KEEP IT SIMPLE"

Clear instructions make your tax season easier.

By Ed Mendlowitz
Tax Season Opportunity Guide

Providing instructions of what a client needs to do must be clear enough so that the client doesn’t call you to find out what to do.

MORE by Ed Mendlowitz
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Sometimes taking an extra minute to lay out what the client should do can eliminate that call or indecisive moment a client might feel.
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