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.
TaxProExchange Insights covers what actually matters to CPAs, EAs, and tax preparers: practical takes on AI in tax, industry trends worth paying attention to, tools being adopted across the profession, and perspectives from practitioners in the field.
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The IRS Office of Professional Responsibility issued OPR Alert 2026-19 in late June, providing the first formal guidance on AI use in tax practice. Here's what Circular 230 now requires for due diligence, fees, competence, and client disclosure when using AI tools.
Your client says they're moving to Dubai for zero tax. Here's what actually happens to their US tax bill, which countries have real visa paths, and the traps most people miss.
Nearly every state has now adopted or is considering an alternative path to CPA licensure that doesn't require 150 credit hours. Here's what it means for tax pros, firm owners, and the future of the profession.
Mbappé, Haaland, Ronaldo, and the rest of the World Cup's highest earners — we calculated how much each actually takes home after tax.
The IRS is replacing First Time Abate with Automatic Exemption from Penalty (AEP). Here's how the new system works, who qualifies, and what tax pros need to tell clients now.
A decision framework for tax firms evaluating AI tools in 2026. Solo vs firm, budget bands, integration gotchas, and what the hype gets wrong.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
A thought experiment on what's technically possible today with agentic AI in tax — and why most firms should wait.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
A practical look at SurePrep’s template-driven approach vs AI-native 1040 automation: K-1s, brokerage statements, workpapers, and where each option fits.
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.
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.
What makes public chatbots unable to access taxpayer data, what §7216 protects, and how to use guardrail technology to ensure compliance while preserving workflow.
Practical ways AI is landing in tax firms now. Covering research, preparation, workflow, and advisory, with a vendor checklist and §7216 guidance.
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?
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