Five accounting firms, including two members of the Big 4, were named to the Microsoft Inner Circle for 2023. The firms selected by the software company are said to represent top 1 percent of its channel worldwide.

Intuit is investing in its full-service offering for TurboTax live. CEO Sasan Goodrzi said during a recent webcast for earnings for the year ended July 31. That came as the TurboTax Live offering showing 17-percent revenue growth year-over-year.

 Higher-income participants of 401(k)s and similar retirement plans have until 2026 to make an catch-up contributions. These must be designated as after-tax Roth contributions.