Blogs and updates

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.

OBBBA

New Section 174A R&E Expensing Rules for 2026 Explained

Section 174A restores immediate expensing for domestic R&E costs starting in 2025. Here's what qualifies, how the transition rules work, and what it means for your clients' tax planning.

AI & Automation

Optimizing Complex Tax Workflows: Modern Solutions for Busy Firms

This article explains how tax firms can streamline complex, multi-jurisdictional workflows through automation and AI-powered tools to reduce manual tasks, improve accuracy, and handle higher client volume without adding headcount.