Offer the valuable services your clients need to help with the evolving tax landscape Practice Area Resources
Tax Services

As our world evolves due to the rapid pace of technological advancements, tax professionals are not immune, and must consider how this effects both their current and future work, as well as their clients’ businesses. Technology, (such as crypto assets), has impacted the overall business economy and therefore, influenced numerous legislative changes, effectively transforming the landscape of both direct, and indirect tax. The profession is recognizing this shift as many firms report new client demand in the area of tax and are working to evolve their services to meet this need.

Clients are facing complex tax compliance guidelines and are challenged to stay up to date with changing guidance, rates and rules. Ironically, the cause of the complexity is also the solution: technology. By leveraging technology, firms can more effectively keep up with the changing tax landscape, then take advantage of the opportunity to provide high-quality, profitable, tax compliance services to clients.


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At, our industry-leading business development education, along with best of breed tax technologies, are helping to drive the transformation of the tax practice area for the profession. We are providing firms the foundational tools and knowledge needed to transform their tax services to meet the client demand, and the evolving tax landscape.


Sales & Use Tax

Many businesses are facing significant challenges managing their sales and use tax (SUT) compliance. Between the 2018 Wayfair decision, which ushered in a new era of compliance challenges, to the current pandemic that is dramatically reshaping the ways in which consumers are, (or are not), spending their money, these disruptions bring about significant implications for state and local revenue collection and sales taxes.

To manage through these disruptions, businesses are increasingly looking to their accounting professionals for support and knowledge to safeguard their SUT compliance. And while it remains uncertain as to when "business as usual" will happen, one thing is clear: successful SUT compliance services require automation technology.


By partnering with, you can access an abundance of SUT-specific practice development and educational resources, as well as our Firm Advisor Program – built on the foundation of Vertex Cloud, a best of breed SUT compliance automation tool – all designed to help firms transform their SUT service line and provide high-quality, profitable, SUT compliance services.

Learn more about our SUT offerings


Crypto Assets

The crypto asset ecosystem has surged into a $200 billion industry, sparking a wave of global disruption. Today, an estimated 8-14% of the US population owns crypto assets. The rising popularity of crypto has led to new IRS guidelines and enforcement efforts on the reporting and compliance of crypto transactions. Many crypto holders are unaware of their responsibilities for reporting and paying taxes on crypto income, and even among those who are aware, there is often considerable confusion regarding how to do so accurately.

Now is the opportune time for CPAs to build their crypto asset capabilities and become well-versed with the reporting requirements for crypto assets in order to meet growing client needs. While crypto assets introduce a number of challenges inherent to the unique, decentralized ecosystem in which they operate, crypto-focused technologies can aid in automating, calculating and reporting crypto transactions.


That’s why has partnered with Lukka to provide CPA firms a robust state of the art crypto asset tax preparation platform – LukkaTax for Professionals – built specifically for the tax professional. By leveraging LukkaTax, CPA professionals can efficiently and accurately deliver crypto tax calculations with confidence and help their clients comply with their reporting obligations.

Learn more about our crypto asset solution

Practice Development

SUT Workshop

Sales and Use Tax Workshop: Roadmap to Your Firm's Advisory & Compliance Practice Model

Build a business model that helps clients navigate the changing landscape of sales and use tax.

Sales Tax Training & Courses

Sales Tax Training & Courses

In partnership with the Sales Tax Institute, access a curated list of resources on the fundamentals for getting started with sales and use tax.

Educational Resources:



Building a future ready firm

Contact us to discuss how you can develop or expand your tax practice profitably and effectively by emailing, or by calling 1.855.855.5CPA.

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