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Dive into your exclusive member benefits

This landing page features resources targeted at public accounting small firms to showcase exclusive member benefits.

We know these are very challenging times for small firms, so we’re providing premium tools and resources to help you guide your clients and firm through the disruption.

Tax — stay up on the latest and greatest

The tax landscape is dynamic and constantly evolving. You need to keep pace with changes in tax law, globalization, digitization, technology advancements and ever-increasing market and client demands. Access valuable tools from the AICPA Tax Section below and join the AICPA Tax Section to access the latest tax information and resources.

2024 Corporation Income Tax Return Organizer – Forms 1120 and 1120-S

Provide an organizer to your client to help them gather information you need to prepare a corporate income tax return (Form 1120 or Form 1120-S).

Initial Business Return Filing Checklist

Help your business client effectively file their first-year return and make sure classifications and elections are appropriately selected and filed.

Document Retention Policy Template for Tax Practitioners

Formalize your tax firm’s policies about retaining documents related to firm operations and client records.

Document Retention FAQs for Tax Practitioners

Having a written document retention policy for your firm is a must-do along with advising clients on taxpayer record retention.

Firm Practice Management — run your practice efficiently

Get answers to your top firm practice management questions. The AICPA Private Companies Practice Section (PCPS) supports firms in the everyday intricacies of running a practice. Check out the resources below from PCPS and join the AICPA Private Companies Practice Section (PCPS) to access targeted and customizable practice management resources and take advantage of networking opportunities.

Small Firm Networking Groups

Small firms can connect with their peers to discuss the ins and outs of firm practice management. Each group chooses their meeting topics and location with the AICPA’s assistance in content development.

Small Firm Philosophy Podcast

Hear from other small firms about their experience with a variety of topics on firm practice management. Find a topic that speaks to you and listen in.

Pocket Guide to SBA Services

For a small business owner, there is no such thing as too much help or information. Use this co-brandable guide outlining how CPAs can assist small businesses with SBA tools and resources.

Personal Finance Planning – be a premier provider of information

Navigating personal finance decisions is more complex than ever. Your position as a trusted adviser in tax, retirement, estate, risk management, and investment planning is critical to helping clients prepare for the future. Here's everything you need to know to serve as their primary point of contact.

Introducing key financial planning numbers

This is a helpful document that gives key numbers for the current year and for the past year. It is a go-to-resource because it allows practitioners to pull up information quickly and easily. The pain point it alleviates is that it summarizes key information that is not easy to find separately and provides it in one document. Note on this document: In late December or early January, the 2021 numbers will be available. We will need to replace this document when the 2021 number are available.

Reasons why clients should seek planning assistance now

A concern common to all CPA financial planners is “How do I get my clients to realize how important it is to plan?” Regardless of how knowledgeable and skillful the planner may be, getting in front of a client and motivating that client to take positive actions is an ongoing challenge. We have compiled a list of suggested reasons to plan and issues to be addressed.

Do your clients know the value of Roth IRA’s?

This document contains some helpful summary information on Roth IRAs and the pros and cons of Roth IRAs compared to Traditional IRAs. A chart is also provided that gives some key questions to consider before doing a Roth IRA Conversion.

Membership makes a difference

Join the growing community of AICPA members taking a deeper dive into their focus areas. You’ll get tools and resources you’ll use every day, plus CPE and a community of peers to turn to.

Join a Section

This site is brought to you by the Association of International Certified Professional Accountants, the global voice of the accounting and finance profession, founded by the American Institute of CPAs and The Chartered Institute of Management Accountants.

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