State Tax Updates
State-level tax changes affecting CPAs and clients — California, New York, Texas, Florida, and the operational impacts on multi-state filings.
3 articles on this topic.
Nexus Study for CPAs: When to Order One and How to Charge for It
Nexus Study for CPAs: When to Order One and How to Charge for It
A formal nexus study is one of the highest-value advisory services a CPA can offer a fast-growing client — yet most firms undercharge for it or skip the conversation entirely. This guide walks through the triggers that should prompt a recommendation, how to scope and price the engagement as a standalone fixed-fee product, what a professional deliverable looks like, and how AI tools dramatically cut the time required to analyze exposure across 30-plus states.
California Sales Tax on Software 2027: What CPA Firms Need to Know About SB 122
California Sales Tax on Software 2027: What CPA Firms Need to Know About SB 122
California's SB 122 will extend the state's sales tax to SaaS subscriptions and downloaded software beginning in 2027 — a significant shift that raises operating costs for every CPA firm relying on cloud-based practice management tools. This guide breaks down exactly what the law covers, how much more California firms may pay, and what steps to take now before the effective date.
State Tax Nexus for Growing Clients: How Small CPA Firms Manage Multi-State Compliance
State Tax Nexus for Growing Clients: How Small CPA Firms Manage Multi-State Compliance
When a business client hires their first remote employee in another state or crosses a sales threshold in a new market, multi-state tax obligations follow immediately. This guide walks small CPA firms through a repeatable workflow for identifying nexus triggers, managing state registrations, and deciding when a referral makes more sense than in-house compliance.