AI & Automation
How to Pick the Right AI Tax Tool for Your Firm
A decision framework for tax firms evaluating AI tools in 2026. Solo vs firm, budget bands, integration gotchas, and what the hype gets wrong.
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Insights for Tax Professionals
The tax profession is changing fast. New legislation, AI tools, evolving client expectations, and the rise of remote work are reshaping how firms operate — and how professionals build careers.
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AI & Automation
The Fully Automated Practice: Stitching It Together With Agents
When your tools stop being apps you open and start being a system that runs. The frontier of AI for tax pros — agents that wake themselves up, do the work, and hand you the result to approve.
•TaxProExchange
AI & Automation
Your AI Marketing Engine: Content, Social, and a Website That Stay Alive
You are a tax pro, not a part-time marketer. Here is how to use AI to keep your website fresh, post consistently on social media, and turn one client answer into five pieces of content.
•TaxProExchange
Practice Management
Best States for Tax in 2026: Where Your Money Actually Goes Further
Deep analysis of tax burden, cost of living, and quality of life across all 50 states — broken down by persona. Florida, Texas, Alaska, and the surprises nobody talks about.
•Koen Van Duyse
AI & Automation
Build a Second Brain That Actually Knows Your Practice
Why generic chatbots never feel like real help — and what to build instead. A memory file, skills, and a learning loop that turn AI from a stranger into an assistant that knows your firm.
•TaxProExchange
AI & Automation
The AI Tax Pro: AI Front Desk — A 24/7 Receptionist That Never Misses a Lead
Voice AI that answers every call, qualifies the lead, and books the consult while you are heads-down in a return. The cheapest hire you will ever make during tax season.
•TaxProExchange
The AI Tax Pro: The Toolkit — Tools Worth Your Time in 2026
A practical, honest toolkit for solo and small-firm tax pros. No hype, no 'revolutionize your practice' nonsense. Real tools for research, documents, drafting, marketing, and practice management — with what still sucks and a stack that fits your budget.
•TaxProExchange
AI & Automation
The AI Tax Pro: How a Solo Preparer Can Run Like a Ten-Person Firm
The playbook for an AI-augmented tax practice. Five systems, two guardrails, and a roadmap that turns AI from a toy into a leverage machine — without hiring.
•TaxProExchange
Practice Management
I Paid More in California Income Tax Than I Kept: Why People Are Finally Leaving
The California exodus isn't about weather or politics anymore. It's about the moment you realize you're paying more in taxes than you take home — and what that does to a person's decision to leave their home state.
•Koen Van Duyse
Tax Planning
Year-End Tax Prep 2026: What's New, What's Changed, What's Coming
The OBBBA rewrote the playbook. Here's what small firms and solo practitioners need to know before year-end — from TCJA extensions to bonus depreciation cliffs.
•TaxProExchange
IRS & Compliance
Your Client's Tax Bill Is Bigger Than They Think: The Hidden Costs of Living in California
California's official income tax rate is 13.3%, but the real number is much higher. From auto-indexed gas taxes to Mello-Roos districts to the coming wealth tax ballot measure — here's what tax pros need to show their clients before they make a decision about staying or leaving.
•TaxProExchange
AI & Automation
Solomon AI Review: Automating Workpapers for Tax Firms
Hands-on review of Solomon AI — an AI platform that automates tax workpaper preparation, trial balance tie-out, and review. Based on Reddit practitioner reviews, feature analysis, and real-world use cases.
•TaxProExchange
AI & Automation
Truss AI Review: The Tax Workflow Platform Firms Are Actually Using
Real review of Truss AI — the 'more-in-one' tax workflow platform that handles client communication, document collection, and AI-assisted prep for accounting firms. Based on Reddit practitioner experiences, pricing breakdown, and feature analysis.
•TaxProExchange
Marketing & Growth
How to Use AI Agents for Your Tax Firm's Marketing (Yes, Right Now)
Stop paying agencies thousands for content your firm doesn't even use. Here's how AI agents automate tax firm marketing — from weekly blog posts to social media — for a fraction of the cost.
•Koen Van Duyse
Succession & Practice Sales
The Looming Succession Crisis: Retiring CPAs and EAs
A deep dive into the alarming rate of retirement among CPAs and EAs, and what it means for the future of tax and accounting firms.
•Koen Van Duyse
Succession & Practice Sales
The CPA Succession Crisis — What Every Tax Firm Owner Needs to Know
With 75% of CPA firms lacking a succession plan and boomer CPAs retiring in waves, firm owners need to act now. Here's how to prepare your practice for transition.
•Koen Van Duyse
AI & Automation
Could an AI Agent Run Your Tax Firm? We Asked One to Try.
A thought experiment on what's technically possible today with agentic AI in tax — and why most firms should wait.
•TaxProExchange
Succession & Practice Sales
CPA Practice Valuation in 2026: What Your Firm Is Really Worth
How much is a tax or accounting practice worth in 2026? Here's the current market, the 1x–1.5x revenue rule, what drives premium pricing, and how to value a practice before you buy or sell.
•TaxProExchange
Succession & Practice Sales
How to Buy a CPA Practice: A Buyer's Guide for 2026
Thinking about buying a CPA practice? Here's what to look for, how to value the practice, what questions to ask the seller, and how to structure the deal. Practical advice from someone who's been through it.
•TaxProExchange
Succession & Practice Sales
How to Sell Your Tax Practice: A Seller's Guide
Ready to retire and sell your tax practice? Here's how to maximize your sale price, prepare for due diligence, time the market, and find the right buyer. Practical advice for CPAs and EAs planning their exit.
•TaxProExchange
Practice Management
Meet the Tax Pros on TaxProExchange: Who's Building the Future of Tax Practice
475 active CPAs, EAs, and tax professionals on TaxProExchange are reshaping how tax work gets done. Here's who they are, where they practice, what they specialize in—and the surprising gaps that create opportunity.
•Koen Van Duyse
IRS & Compliance
2026 IRS Inflation Adjustments: What Tax Pros Need to Know Now
The IRS released 2026 tax adjustments with higher standard deductions, updated tax brackets, and new capital gains thresholds. Here's what it means for your firm's tax planning.
•Koen Van Duyse
Hiring
CPA vs EA: Which Do You Need for Your Tax Firm?
Hiring for your tax firm and unsure whether to recruit a CPA or an EA? Here is a practical breakdown of what each credential means, when each makes sense, and how costs compare.
•Koen Van Duyse
Hiring
How Much Does a Tax Preparer Cost? (2026 Rates for Firms)
Hiring a tax preparer for your firm? Here are current 2026 hourly rates, per-return rates, and full-time vs contractor cost breakdowns so you can budget smarter this season.
•Koen Van Duyse
Hiring
How to Hire a Tax Preparer for Busy Season (Without Overpaying)
Hiring a tax preparer for busy season doesn't have to mean $500 Indeed posts or weeks of searching. Here's exactly how small firms find qualified CPAs and EAs fast — and what to avoid.
•Koen Van Duyse
AI & Automation
Tax AI Tools: Mid-2026 Reality Check
Six months into 2026, we check in on the tax AI landscape. Which tools are actually gaining traction with practitioners? What's working, what's hype, and what small firms need to know.
•Koen Van Duyse
AI & Automation
AI in the 2025 Filing Season: Hype, Reality, and What CPAs Actually Said
AI adoption among tax professionals jumped from 9% to 41% in a single year. But taxpayer trust in AI dropped. Here's what actually happened during the 2025 filing season — and what it means for your firm.
•Koen Van Duyse
Marketing & Growth
Tax Firm Marketing Without Big Budgets: How AI Closes the Gap
How small tax firms can leverage AI to compete with larger firms' marketing budgets. From content strategy to social media automation, practical solutions for firms without dedicated marketing teams.
•Koen Van Duyse
Marketing & Growth
Building a Tax Firm Website With AI: SEO, HubSpot, and Lead Generation That Converts
Practical playbook for CPAs and EAs to build a fast, search‑optimized website with AI, connect HubSpot CRM and email, and turn visitors into booked consults.
•Koen Van Duyse
AI & Automation
Juno's Tax Automation Features: A Technical Review
A factual, technical review of Juno's tax automation platform, covering document intake, data extraction, exports, Reviewer quality checks, AI advisor tools, workflow impact, and future development roadmap.
•Koen Van Duyse
AI & Automation
SurePrep in an AI-First World: Still Relevant or Being Replaced?
A practical look at SurePrep’s template-driven approach vs AI-native 1040 automation: K-1s, brokerage statements, workpapers, and where each option fits.
•Koen Van Duyse
AI & Automation
8 Hidden Risks of Using ChatGPT Wrappers in Tax Firms (2026 Guide)
Many AI products marketed to tax professionals are thin ChatGPT wrappers that introduce compliance, accuracy, and workflow risks. Here are eight hidden risks every firm should understand.
•Koen Van Duyse
AI & Automation
Leading AI Tax Automation Companies (2026 Market Map)
A structured, practitioner-friendly overview of leading AI tax automation companies in 2026, including categories, ICPs, use cases, pricing, AI-native status, and a vendor evaluation checklist.
•Koen Van Duyse
IRS & Compliance
Tax Return Info Under §7216 & Your Firm’s Risk Line
What makes public chatbots unable to access taxpayer data, what §7216 protects, and how to use guardrail technology to ensure compliance while preserving workflow.
•Koen Van Duyse
AI & Automation
What's Next for Artificial Intelligence in Tax Firms
Practical ways AI is landing in tax firms now. Covering research, preparation, workflow, and advisory, with a vendor checklist and §7216 guidance.
•Koen Van Duyse
AI & Automation
Should Your Tax Firm Build Its Own AI Tax Assistant?
AI is transforming how firms handle tax data. But should your firm build its own local AI tax assistant, or rely on trusted AI assistants like TaxGPT or BlueJ?
•Koen Van Duyse
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AI in Tax & Wealth Firms Survey
Help us benchmark adoption, maturity, and ROI across the profession. Your insights shape the January 2026 report and help us highlight where AI is truly delivering value.
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