Blogs and updates

Tax Updates

The OBBBA Deductions Clients Ask About Most Before April 15

The most common deductions in the One Big Beautiful Bill Act clients ask about.

Firm Procedures

2026's Post-March 16 Debrief and April 15 Tax Deadline Preparation

Before you begin the next sprint into April, take a step back to assess how the March 16th deadline went.

AI & Automation

Why General AI Chatbots Fall Short for Tax Professionals

ChatGPT answers tax questions correctly less than half the time — here's where general AI chatbots break down for tax professionals and what to look for instead.

AI & Automation

AI Tax Research Prompting Guide: Techniques That Work in 2026

AI prompting guide for tax professionals struggling to get results they can trust.

State and Local Taxes

How Are Remote Workers Taxed? Your 2026 Guide

Remote workers may owe state taxes in multiple jurisdictions based on where they physically work, where they live, and where their employer is located, but credits and reciprocity agreements generally prevent true double taxation.

OBBBA

State OBBBA Conformity Status: 2026 Compliance Guide

A state-by-state guide to how different states are handling conformity with the One Big Beautiful Bill Act's federal tax changes, covering which states automatically adopted the new rules, which have decoupled from specific provisions, and how tax professionals should manage multi-state compliance.