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The Top Accounting Conferences to Attend in 2025

To keep a pulse on the accounting industry, staying connected to what's happening is essential. Trade shows are the perfect opportunity to explore trends, gain new insights, and...

2/05/24 LEARN MORE
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10 Accounting Influencers to Follow in 2024

As we make our way through 2024, the world of accounting continues to evolve, with influencers playing a pivotal role in shaping industry trends, providing insights, and offering...

2/02/24 LEARN MORE
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What You Need to Know About IRS Form 8855

Tax preparers who deal with estate taxes and trusts are no doubt familiar with IRS Form 8855, Election to Treat a Qualified Revocable Trust as Part of an Estate. Using this form...

2/01/24 LEARN MORE
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How to Price Accounting Services

The way you price your accounting services shouldn’t be arbitrary. The correct accounting pricing strategy can effectively mean the difference between scraping by and robust...

2/01/24 LEARN MORE
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11 Best Practices for How to Find Clients for Accounting Firms

One of the top mistakes accountants make is expecting business to come to them. The best practitioners know that this is not enough. They are constantly looking for opportunities...

2/01/24 LEARN MORE
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A 2024 Overview of IRS Form 1041 Schedules

For estate planning and taxation, IRS Form 1041, U.S. Income Tax Return for Estates and Trusts, documents the income an estate earns after the estate owner passes away. It’s also...

2/01/24 LEARN MORE
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What You Need to Know About Filing IRS Form 8821

Every tax professional knows that they need special permission to access private information on behalf of their client. Many tax professionals use IRS Form 2848, which is a power...

2/01/24 LEARN MORE
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IRS Issued Identification Numbers Explained: TIN, ITIN, PTIN, SSN,...

It doesn’t take long working with tax forms to realize that the IRS uses a bewildering variety of acronyms. As confusing as the never-ending grouping of letters may seem, it is...

2/01/24 LEARN MORE
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Tips for Filling Out IRS Form 2848, Power of Attorney and Declaration...

We've put together another video to help you when you're representing a client. In this video, we cover some tips on how to fill out IRS Form 2848 to make sure your request for...

2/01/24 LEARN MORE
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Best Practices for Building Trust with Your Clients

For accountants, clients are the lifeblood of business. After all, without them there is no business. Firms that know this often make marketing and client acquisition a top...

2/01/24 LEARN MORE
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What is a CAF Number and How To Get One: Step-By-Step Guide

If you are looking to start offering tax resolution services, there’s a few things you’ll need to take care of first. One of those things is getting a CAF Number. We’ll walk you...

1/31/24 LEARN MORE
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Dawn Brolin's Keys to a Successful Work-Life Balance

Dawn Brolin, CEO of Powerful Accounting provides valuable insights into achieving success and work-life balance in the accounting profession. She encourages accountants to...

1/31/24 LEARN MORE
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Why Won't My Team Just Accept Change?! (Part 2)

Welcome back!

1/26/24 LEARN MORE
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The Ultimate Guide to Tax Resolution For Tax Professionals

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A Year in Review 2023: New Canopy Features

It's hard to fathom how quickly another year has passed, and yet here we are, reflecting on a compilation of new features and functionality that Canopy has introduced throughout...

1/19/24 LEARN MORE

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