California SB 122: SaaS Tax and Tax Software Hosting Costs
California SB 122 expands sales and use tax to covered digital products beginning Jan 1, 2027. The key…
State Privacy Laws for Accounting Firms: Applicability and Exemptions
An accounting firm does not automatically become subject to every comprehensive privacy law in every state where a…
Windows 10 End of Support for Accounting Firms: Upgrade, ESU or Hosting?
For Windows 10 editions that reached end of support on Oct 14, 2025, an accounting firm should decide…
How Do You Protect and Monitor Your EFIN (and What Happens If the IRS Deactivates It)?
Protect your EFIN with the two habits the IRS lays out: check the count of returns filed under…
What Are the IRS Security Six and How Do You Actually Implement Them?
The IRS Security Six are the six baseline protections the IRS expects every tax professional to have in…
Does Encryption Exempt a Tax Firm From FTC Breach Notification?
Encryption does not free a tax firm from the FTC Safeguards Rule, but it narrows the duty firm…
When Does an Accounting Firm Have to Report a Data Breach to the FTC?
Since May 13, 2024, the FTC Safeguards Rule has required tax and accounting firms to notify the FTC…
What Does the IRS Circular 230 AI Guidance Mean for Tax Practitioners?
The IRS Office of Professional Responsibility issued guidance on June 24, 2026 confirming that Circular 230 duties do…
Do Tax Preparers Have to Disclose AI Use to Clients?
No. The IRS’s first formal AI guidance, released June 24, 2026, maps six existing Circular 230 duties onto…
What Do MFA, EDR, and Encryption Actually Do for IRS Compliance?
MFA blocks a stolen password from becoming a login, EDR catches an attacker who gets in anyway, and…