February 2025

Ethical Issues for the Modern Tax Practice: The Role of Technology

B2B, Blog, Practice Management /

  Technological competence for tax practitioners is receiving increased attention from the IRS. Circular 230, which outlines rules governing those who practice before the IRS, has an entire section on “competence.” According to this guidance, tax practitioners must have the knowledge, skill, thoroughness, and preparation for any tax engagement they take on. In essence, we cannot accept work that […]

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Ethical Issues for the Modern Tax Practice: The Role of Remote Work

B2B, Blog, Practice Management /

The rise of remote work has impacted the majority of industries across the U.S. The Bureau of Labor Statistics found that between 2019 and 2021 the percentage of remote workers rose from less than 17% to over 39% among professional, scientific, and technical services—including tax professionals. Adopting remote working practices comes with both advantages and disadvantages: how can you communicate well

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