Free guides
Practical guides for accounting firms
Checklists sourced to IRS and HMRC guidance. Free to download, no sign-up. See also the blog and Quick Reads.
2026 Year-End Tax Planning Checklist for US CPA Firms
Free PDF: a 2026 year-end tax planning checklist for US CPA firms, covering OBBBA changes, 2026 IRS limits, SALT, charitable rules and deadlines.
UK Making Tax Digital for Income Tax: April 2026 Readiness Guide for Accounting Firms
Free PDF: MTD for Income Tax readiness guide for UK accounting firms: thresholds, quarterly deadlines, penalties, sign-up and a practice checklist.