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    Tax Resource Library 


    Welcome to the AICPA’s Tax Resource Library, our main access point for tax information, guidance, resources, and practice aids specifically designed for the CPA tax practitioners. Our goal is to provide our members with the resources they need to elevate their practices, keep up with the ever changing tax law, stay current on trending issues and hot topics, and maintain the highest ethical standards. Resource pages are organized by primary tax service lines (e.g., planning or preparation) and practice areas (e.g., ethics or tax practice management).

    Throughout the Tax Resource Library, you can browse for content on a designated page or area using the predefined search filters on the left. Clicking on these filters will result in a list of search results based on the filter(s) you choose. You can even apply multiple filters to narrow your search! You can filter “By Topics” to see a list of resources and documents related to particular topic (e.g., DOMA, Net Investment Income Tax) or filter “By Document Type” to find a particular type of resource (e.g., checklist, sample letter, or engagement letter) regardless of topic.

    For example, if you can select a topic (e.g., 7216) then select a document type (e.g., practice guide), the results list will include a link to our 7216 Practice Guide.


    Checklist and paen

    Annual Compliance Kit
    Our comprehensive annual collection of resources (e.g., checklists, engagement letters, organizers) to assist with return preparation, review, and delivery.

    Tax Power Hour
    A monthly webcast series focused on tax practice management, featuring tax practitioners and other experts sharing tips to help improve practice efficiency.

    Tax Practitioners Toolkit
    A rich array of resources and tools designed to enhance business development and client communication efforts and help members differentiate themselves in the market place.


     


    Featured Resources



    Regular communication is the best way to strengthen relationships for the long term. This resource offers strategies for developing a communications plan members can use to to stay in touch with their clients throughout the year. It addresses communication frequency (e.g., monthly vs. season communication) and includes suggestions for different types of messaging to leverage based on the time of year or type of client.



    New! Representation and Examinations Guidance and Resources

    This new resource page is all about helping you plan, manage, and execute representation engagements. Resources on this page include guidance, practice aids, tools, and educational resources, all related to representations and examinations. Broader guidance and resources to assist members in navigating the IRS (such as using IRS e-Services or best practices to contact the IRS) can be found on our new IRS Procedure and Tax Administration page.



    Identity Theft Information and Tools

    Tax related identity theft is a growing epidemic. It is a problem for both the IRS and taxpayers. We have developed a special resource page dedicated to this issue. It combines guidance and developments with resources and practice aids to help you keep up with the latest developments, learn more about the underlying issues, and develop strategies to assist, advise and serve your clients.


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