My Tax Blog

  • e-file deadline close approaching!

    Be aware that the IRS annual e-file shutdown for rolling their systems over to the next year’s tax calculations is coming next week, November 30th.  The IRS will not accept returns electronically from this date on until they turn back on for filing in mid January 2017.  The IRS’ goal is to always accept 3 […]

    IRS User Fees to Increase

    Overdue tax installment payments are about to become more expensive. The service is proposing a stiff IRS user fee hike to go into effect on Jan. 1 2017. The charge for new installment plans will be $225… a $105 jump from today’s cost. The outlay for direct debit installment agreements will more than double to […]

    IRS ITIN policy changes released 8/4/2016

    ITINs issued before 2013 will expire 12/31/2016.  Renewal process will open October 1st, 2016.  To identify if an ITIN was issued prior to 2013, the first individuals in this group are ITINs with 78 or 79 as the middle digits.    ITINs that have not been used on a US tax return for the past […]

    PTIN Price Change & Other PTIN Updates

    In years past the cost of a new PTIN or renewing a PTIN was $64.25 or $63 respectively. However, the price has recently changed and may stay at this new price point for an undetermined period of time. The new cost, whether applying for a new PTIN or renewing your PTIN, will be the same, […]

    Annual Filing Season Program CE Certification

    How Do I Obtain the AFSP – Record of Completion? • Take eighteen (18) credit hours of Continuing Education, comprised of: – Six (6) hours of Annual Federal Tax Refresher (AFTR) course that covers filing for the tax year and includes a knowledge-based, open book comprehension test administered at the end of the course through […]

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  • Online Tax Software vs. Desktop Tax Software

    Benefits of Online Tax Software Online tax prep software can be used on any computer – Mac or PC Online tax software auto updates and is self-maintaining Acknowledgments automatically applied No need to back up files since they are stored in the cloud Functionally similar to desktop versions Fluid movement between software years Several preparer roles […]

    Benefits of Becoming a Tax Professional

    Should I become a tax preparer? That is a common question that we get to discuss with entrepreneurs on a daily basis. Becoming a tax professional is not glamorous, but it does place you into an industry that has proven over the years to be stable and in demand. Become your friends, family, and clients’ […]

    California Declares Uber Drivers ARE Employees

    If you haven’t heard of Uber by now, let me briefly explain. Uber is a car service cheaper than that of a regular taxi because Uber drivers user their own car and choose when they work. Think of a ride-share or carpool that you pay for,but you don’t pay as much as a taxi. Long […]

    Tax Preparation for Immigrants – The Rules Change Again…

    Just as quickly as we update our ITIN materials and guidelines the ITIN policy office within the IRS has changed their stance yet again! Just released: ITINs (Individual Taxpayer Identification Numbers) will expire after 5 consecutive years of non-filing use.  This is a change from the services’ previously stated policy of automatically expiring ITINs after […]

    Want to pay less tax? Keep these receipts during the year.

    One of the easiest ways to reduce one’s tax liability is to itemize his or her deductions. While not everything is tax deductible, you can get a receipt for everything so you should be able to keep good track of your deductions without doing any work! I suggest (for the incredibly frugal, like myself) getting […]

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  • Check Cashing Guidance

    The last few days the IRS released its largest funding ever. While our systems are functioning properly there may be times over the next 24-48 hours where delays are experienced due to high traffic on our Interactive Voice Response (IVR) check verification system.  In order to streamline your customer’s experience, we’d like to recommend some […]

    California Tax Preparer CTEC Deadline Warning

    To all California tax preparers: Stay up-to-date with CTEC renewal deadlines. Sunday the 15th is the last day to renew your CRTP license with CTEC for the coming season! Preparers with access to our California renewal package should verify that they have obtained five (5) hours of California credits, and fifteen (15) hours of Federal […]

    ITIN Renewal Confirmation Information

    IRS ITIN Operation info regarding ITIN Renewal Confirmation with relation to e-filing your 2016 returns in early 2017. Q. Will the IRS be sending out ITIN renewal confirmation letters after renewal? If so, what is the time frame for when a taxpayer should expect to receive one? A. IRS will issue Notices to taxpayers renewing […]

    Federal Direct Holiday Office Hours

    Federal Direct will be closed Saturday December 24th through Monday December 26th in observation of the holiday season and will reopen at 9am Eastern on Tuesday December 27th. We will also be closed Monday January 2nd in observation of the New Year’s holiday and will reopen at 9am Eastern on Tuesday January 3rd. Happy Holidays […]

    e-file deadline close approaching!

    Be aware that the IRS annual e-file shutdown for rolling their systems over to the next year’s tax calculations is coming next week, November 30th.  The IRS will not accept returns electronically from this date on until they turn back on for filing in mid January 2017.  The IRS’ goal is to always accept 3 […]

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