Tax Advisory Work & Independence – Take 2
In this episode of the Genuine Learning Blog, Melisa Galasso breaks down the newly revised interpretation of tax advisory services and independence from the AICPA. Following public feedback, PEAK has shifted from a rigid “more likely than not” threshold to a more flexible, principles-based approach, allowing CPAs to use professional judgment based on facts and circumstances. Melisa Galasso also clarifies routine tax prep versus advisory services and highlights the importance of submitting comments by December 15, 2025, to help shape this evolving standard.







