Many tax preparers are unaware that the IRS accepts e-filed returns through October 15th.  This can be both for taxpayers who owe and those who are requesting a refund.  If you have any questions about e-filing after April 18th please feel free to contact our year round tax and technical support team at [phone_link_red].

While most tax offices have already experienced a considerable slow down from the peak weeks of late January and early February, do not become complacent and overlook the revenue potential that can come from the last minute crowd!  While most of these last minute filers will not choose bank products, they certainly are worthy clients […]

In past tax seasons, returns filed with an ITIN (Individual Taxpayer Identification Number) reporting wages paid had to have the ITIN listed on the wage statement to be eligible for electronic filing.  Due to programming changes the IRS’ e-file system, That is no longer required. The taxpayer’s correct ITIN should be used as the identifying […]

Bank Product Return Filing Winners: Gonzalez Tax Service Muller Tax Service E-File Only Return Winners: Rodriguez Tax Services Neal Workman & Associates Honorable Mention Offices: Walkers Tax Service Joan’s Residential Services Martell Insurance Co. Girotel #4 Alamo Business Concepts Be on the look out for Federal Direct’s next filing contest “Race to the Finish”.  This […]

Be sure to participate in the mid season Race to St. Patrick’s Day filing contest.  Cash prizes are awarded to the first and second place offices for return volume relating to both bank products and e-file only returns! For more details see our full promo sheet: Race to St. Patrick’s Day Tax Filing Contest.