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Tax document collection

The Hidden Costs of Manual Tax Document Collection—And How to Fix It

Learn about the hidden costs of manual tax document collection and how tax firms can adopt digital tools designed to streamline document collection while maintaining efficiency.

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Latest news for tax advisors

Tax Advisor Weekly News March 7, 2025

This week’s Tax Advisor news roundup highlights a Senate-backed remote work strategy, FinCEN’s BOI reporting extension, and the IRS’s 2025 'Dirty Dozen' tax scams. Stay informed on the latest industry updates.

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Tax Filing Errors Freelancers & Contractors Often Overlook

Our comprehensive guide lists the most common tax filing mistakes and the best practices for independent contractors and freelancers.

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Your 2025 Tax Extension Guide: When, Why, and How to File for More Time

Everything you need to know about 2025 tax extensions, from deadlines and penalties to forms and strategic advice.

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crypto tax guide

The 2025 Crypto Tax Guide – Everything You Need to Know

Your comprehensive guide to crypto taxes for 2025. Learn about capital gains, income tax, Form 1099-DA, and strategies to minimize your tax burden.

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The Guide to Qualified Small Business Stock (QSBS) [Updated for 2025]

Discover the tax advantages of Qualified Small Business Stock (QSBS) with our all-encompassing guide. Perfect for entrepreneurs, early startup employees, and investors, we outline eligibility criteria, benefits, and best practices for making the most of this financial incentive.

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Alternative minimum tax worksheet

What is the Alternative Minimum Tax? (Updated for 2025)

Get all the details of the Alternative Minimum Tax (AMT) system in our comprehensive guide. We break down the nuances of AMT tax rates, exemptions, and their potential implications.

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Tax Advisor News

Tax Advisor Weekly News February 28, 2025

Stay informed with this week’s Tax Advisor news roundup. Get insights on state income tax changes, 1099-K reporting updates, technology spending trends, online security risks, and potential TCJA extensions. Read more to stay ahead in the tax world.

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A woman working at her computer

What is a BOI Report and How Do You File One?

Understand BOI reports, who needs to file, and how. Our guide covers everything you need to know about Beneficial Ownership Information reporting.

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A Guide to the Foreign Earned Income Exclusion (FEIE)

Learn how the Foreign Earned Income Exclusion (FEIE) can reduce your U.S. tax burden when living abroad. Explore eligibility criteria and practical strategies.

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