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Resources
Prepare Now for Gigantic Tax Returns in 2026: A CPA’s Ultimate Guide
Tax season 2026 is fast approaching — and savvy CPAs, tax professionals, and accounting firms that start early will be the ones delivering gigantic tax refunds, smarter tax planning, and maximum tax savings to their clients.
2026 Tax Season Set for Record Refunds: Trump Credits the One Big Beautiful Bill
The 2026 tax season is shaping up to be one of the most talked-about filing seasons in decades. Early projections point to record-breaking tax refunds, renewed taxpayer optimism
No Tax on Tips and No Tax on Overtime: What Workers Need to Know for the 2026 Tax Season (and How Hive Tax AI Can Help)
As we head into the 2026 tax season, millions of workers are poised to benefit from a major change in federal tax law: the introduction of “no tax on tips” and “no tax on overtime” provisions.
Financial Advisors: Use AI Tax Intelligence for Sales Enablement—and Holistiplan for Fulfillment
Financial advisors who offer “tax-smart” guidance win attention, trust, and referrals—but tax complexity makes it hard to scale. The fastest path is separating sales enablement from fulfillment
How Financial Advisors Win Clients (and Trust) With an AI Tax Planning Tool
Financial advisors who lead with free tax planning suggestions earn faster trust, better referrals, and more qualified discovery calls—because taxes touch every major money decision
AI Tax Intelligence for Financial Advisors in 2026: The New Growth Engine From Lead → Engagement → Lifetime Clients
In 2026, AI tax intelligence is becoming the fastest path for financial advisors to turn cold leads into warm conversations—and warm conversations into loyal clients.
The Future of Tax Services Is Tax Advisory — Why Every Practitioner Needs Hive Tax AI
The tax profession is rapidly shifting from compliance-driven work to high-value tax advisory services. As automation replaces basic tax preparation, firms that want to grow
How CPA Practitioners Build an Efficient Data Intake Process in the AI Era
An efficient data intake process is the foundation of a profitable, scalable CPA practice. As tax returns grow more complex and clients expect faster turnaround, CPA firms need smarter, more automated ways to collect, organize
What is the best accounting method for a SaaS business?
For most SaaS companies, the accrual method best reflects income because revenue is earned over time (subscriptions, annual contracts, and multi‑element arrangements), and expenses should be matched
How do I report losses for a startup that fails?
Sole proprietor or single‑member LLC taxed as disregarded entity: report the final year’s business income and deductible expenses on Schedule C with your Form 1040
How CPA Practitioners Can Ramp Up for the 2026 Tax Season
The 2026 tax season is shaping up to be one of the most complex and demanding years yet for CPA practitioners. With ongoing tax law changes, increased IRS scrutiny
The Best AI Tax Research & Planning Tool for Small CPA Firms in 2026
Small CPA firms are adopting AI tax research tools, AI tax planning tools, and agentic AI in tax at record speed to stay competitive, reduce workload, and deliver higher-value advisory services.
Why Small CPA Firms Need AI Tax Research & AI Tax Planning Tools to Stay Competitive in 2026
Running a CPA firm with 2–20 associates means you are constantly balancing tax compliance, growing advisory revenue, and training junior staff—often with limited resources.
The Future of Tax Advisory: Why Every CPA Firm Needs a Simple, Low-Cost, Versatile AI Tax Planning Tool
If you’re planning to expand into higher-value tax advisory services or upsell existing clients, the right AI tax planning tool becomes essential.
Standard Deduction & Tax Brackets for 2025: What You Need to Know
For the 2025 tax-filing season, the standard deduction and federal tax brackets have been updated — thanks to inflation adjustments and changes under the One Big Beautiful Bill Act (OBBB)
Tip & Overtime Deductions: What You Need to Know (2025–2028)
New federal law — under the One Big Beautiful Bill Act (OBBBA) — introduces important deductions for “qualified tips” and “qualified overtime” compensation from 2025 through 2028
Understanding Retirement Contribution Limits: What You Need to Know for 2025 & 2026
Planning for retirement means more than just saving — it means maximizing contributions to take advantage of tax benefits, long-term growth, and compounding returns.
IRS Clarifies How Employees Can Claim 2025 Tip and Overtime Deductions
The Internal Revenue Service (IRS) recently released guidance explaining how employees can claim 2025 tax-year deductions for qualified tips and qualified overtime compensation
IRS Releases New Guidance on Tip & Overtime Tax Deductions for 2025: What Employees Need to Know
The IRS has released updated 2025 guidance on how employees can claim tip deductions, overtime deductions, and related payroll adjustments
IRS Targets Crypto ‘Tax Cheat’ Loopholes: New Crackdown Begins With 2025 Filing Year
The IRS is launching a major enforcement campaign against a widely used crypto “tax cheat” starting with the 2025 filing year, increasing scrutiny on digital asset transactions
How the One Big Beautiful Bill Act (“OBBBA”) Alters Charitable Deduction Strategies for 2025 and 2026
Charitable giving is a cornerstone of many tax-planning strategies — but with the passage of OBBBA, the landscape for deductions tied to philanthropy is shifting
Unlocking Bigger Tax-Advantaged Retirement Savings in 2026: What the New Limits Mean for You
The line has been raised. For 2026, the Internal Revenue Service (IRS) has increased the contribution ceilings for both workplace retirement plans and individual retirement accounts
IRS Grants Employers Reporting Relief on Tips & Overtime for Tax Year 2025 — What Businesses Need to Know
The IRS has announced new reporting relief for employers on tips and overtime wages, confirming that no penalties will apply for Tax Year 2025 as businesses transition into updated reporting requirements
Boost Employee Retention & Tax Savings with the Employer-Provided Child Care Credit
Discover how businesses can leverage the Employer-Provided Child Care Credit (IRC §45F) to support working parents and unlock meaningful tax savings.
Unlock the Power of the Section 1202 QSBS Exclusion: A Game-Changer for Founders and Investors
The Section 1202 Qualified Small Business Stock (QSBS) exclusion is one of the most powerful tax incentives available to startup founders, investors, and high-net-worth individuals
IRS Ends Direct File: What’s Next for Taxpayers as Focus Shifts to Free File Upgrades and Private Sector Innovation
The IRS has officially ended its Direct File pilot program, signaling a major shift toward enhanced Free File partnerships and private sector innovation.
Unlocking the Expanded SALT Deduction Strategy: How AI Tax Research and an AI Tax Planning Tool Can Elevate Your Game
If you’re a tax professional or high-net-worth individual, the newly expanded state and local tax deduction (SALT) presents a unique planning window
Employee Retention Credit Crackdown: What Every Tax Professional Must Know
The era of aggressive claims under the Employee Retention Credit (ERC) is shifting into enforcement overdrive. With the IRS intensifying audits and recovery efforts, tax professionals must proactively navigate eligibility, documentation, and compliance.
New U.S. Remittance Transfer Tax: What CPAs & Financial Advisors Need to Do Now
The new U.S. remittance transfer tax—a 1% excise tax effective January 1, 2026—creates immediate planning and compliance work for firms serving clients who send money abroad
How to Leverage AI Tax Planning Tools to Scale Your Year-End Client Tax Planning in 2025
As the 2026 tax season approaches, CPAs are rethinking their tax research tools. Between unreliable ChatGPT answers and overpriced legacy databases, the profession is ready for change.
Events
Introducing the Future of Tax Planning: Your AI Tax Assistant is Here!
We are thrilled to announce the launch of our long-awaited groundbreaking AI Tax Planning Assistant—a state-of-the-art solution built upon the most advanced artificial intelligence models and trained on over one million curated, constantly updated tax strategies.
July 16 | AI Adoption in Accounting & Tax
2025 and Beyond As we move further into 2025, AI is no longer a future concept—it's a present-day necessity reshaping how accounting and tax professionals deliver value. Join us for an exclusive webinar that dives deep into the evolving AI landscape within...
June 11 | AI Adoption in Accounting & Tax
2025 and Beyond As we move further into 2025, AI is no longer a future concept—it's a present-day necessity reshaping how accounting and tax professionals deliver value. Join us for an exclusive webinar that dives deep into the evolving AI landscape within...