cpa firm Tax white paper 
CPA Practice
JULY 15, 2025
The accounting profession is undergoing a significant transformation as more non-CPAs acquire CPA firms. While private equity firms buying large CPA practices may make headlines, a more impactful shift is happening beneath the surface. The Trend: Why Are Non-CPAs Buying CPA Firms?
ThomsonReuters
JULY 29, 2025
Jump to ↓ The challenge: Drowning in documentation The solution: SurePrep + UltraTax integration The results: Peace of mind and client growth A no-brainer investment When Josh Haislip took over his small CPA firm in Stanton, Texas, he knew he was inheriting more than just a client list.
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ThomsonReuters
MARCH 8, 2024
It can take some effort to think outside the box to grow your CPA firm into a truly successful firm of the future. How can you build your service offerings to better serve your clients and grow your CPA firm through accountability? How do firms think ahead to provide better services for their clients?
ThomsonReuters
FEBRUARY 28, 2024
Her firm is also staffed by four full-time employees and a few part-time positions that are outsourced. “I view the tax firm as my own Google experiment,” Shaul says. “I I wanted to be the best manager and have the best firm, and create a culture where everyone is happy, and we can continue growing.”
ThomsonReuters
JULY 13, 2023
If you’re part of a small or medium-sized tax and accounting firm, you may think artificial intelligence (AI) solutions are solely designed for large organizations – but think again. To learn more, let’s take a look at three ways accounting firms can use AI as a competitive advantage.
ThomsonReuters
APRIL 2, 2024
While the exact details of the investigation remain undisclosed, the IRS’s involvement suggests potential tax evasion and money laundering charges. In the case of the investigation into Shohei Ohtani’s former interpreter, the IRS’s involvement suggests that there may be evidence of tax evasion or money laundering.
ThomsonReuters
JUNE 16, 2023
According to a PwC Remote Work Survey, before the pandemic, only 29 percent of financial services firms had at least 60 percent of their workforce working from home at least once a week. In fact, when firms were asked to list their top tips for a successful recruitment strategy , offering flexible working arrangements (e.g.
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