My Tax Blog

  • Tips on Basic Online Security & Identifying Tax Related Email Scams

    Start by knowing that the IRS or software vendor will never ask you for your personal information and security questions via email. Please take some time to read our online information security tips below.  Always be suspicious of unexpected emails, even if it appears to come from a legitimate source.  Triple check emails before ever […]

    Alert: Watch for Scam/Phishing Emails!

    Please be on the alert for fraudulent email messages requesting sensitive personal and business tax information.  These emails can appear to come from many different sources pretending to be the IRS, Federal Direct, State Departments of Revenue, Tax Software Companies, etc.  One such recent IRS tax scam email has been identified as coming from a […]

    ITIN Credit Rules Enforced. Here are some tips.

    No, an ITIN holder cannot claim credits for back year’s returns. The law changed in Dec. 2015 with HR2029.  This means no Child Tax Credit or American Opportunity Credit (among others) for any year beyond a current and timely filed tax return. If you file late, as in after April 15th, you will NOT get […]

    PTIN System Open and Free

    Today, the IRS re-opened the PTIN System and is again issuing PTINs. Since the IRS is enjoined from charging a fee, it will issue the PTINs at no cost to the preparer. If you currently have a PTIN, you can now log into your account to make changes and view CPE information as normal.

    Email Scam Targeting IRS E-Services Users

    Another IRS scam email has been plaguing the tax preparation industry for months now, scammers have crafted a fake IRS s-services page that is identical to the real one. They blast password expiration/reset emails to everyone who has a PTIN as that info is open information and many PTIN holders are also EROs or hold active […]

  • 2014 PTIN Renewal Period Delayed Due to Lapse in Funding

    When asked about the status of the 2014 PTIN, the IRS stated, “Due to the lapse in government funding, the 2014 PTIN renewal season is delayed. An email or letter will be sent to all current PTIN holders notifying you when the 2014 renewal season opens.  The online PTIN system is still available for users […]

    Government Shutdown Over & IRS Open

    The government reopens! All governmental bodies should be open after the end of the shutdown and congress goes back to work. While offices are open, there is now a backlog of work for these governmental departments and workers, so keep in mind that call times could be longer than normal, even hours.  IRS phone lines […]

    IRS Getting Stricter on Enforcing Preparer Penalties

    According to a report by TIGTA (requested by the IRS Oversight Board to determine its efficiency in using the existing requirements and penalty regime that applies to unenrolled paid tax return preparers) there are several areas where the IRS could improve.   The overall objective was to determine whether controls are in place to ensure […]

    RTRP Goes To Appeals Court for Oral Arguments

    The IRS is appealing the court’s decision in the case of Loving vs the IRS.  While their defense calls upon an 1884 law, the judges were noted to have been “engaged.” There is no doubt that this ability for the IRS to regulate preparers is long over due and much needed, but if this appeal […]

    IRS Proposes Higher Fees for OIC & Payment Arrangements

    Due  to continuous budget cuts for the IRS, the Agency has proposed plans to raise fees for programs that help taxpayers who are struggling with enormous tax debt. These proposed raise will be on fees which are charged for an Offer in Compromise or fees to set up payment installation agreements.  These fees have not […]

  • Tips on Basic Online Security & Identifying Tax Related Email Scams

    Start by knowing that the IRS or software vendor will never ask you for your personal information and security questions via email. Please take some time to read our online information security tips below.  Always be suspicious of unexpected emails, even if it appears to come from a legitimate source.  Triple check emails before ever […]

    Alert: Watch for Scam/Phishing Emails!

    Please be on the alert for fraudulent email messages requesting sensitive personal and business tax information.  These emails can appear to come from many different sources pretending to be the IRS, Federal Direct, State Departments of Revenue, Tax Software Companies, etc.  One such recent IRS tax scam email has been identified as coming from a […]

    ITIN Credit Rules Enforced. Here are some tips.

    No, an ITIN holder cannot claim credits for back year’s returns. The law changed in Dec. 2015 with HR2029.  This means no Child Tax Credit or American Opportunity Credit (among others) for any year beyond a current and timely filed tax return. If you file late, as in after April 15th, you will NOT get […]

    PTIN System Open and Free

    Today, the IRS re-opened the PTIN System and is again issuing PTINs. Since the IRS is enjoined from charging a fee, it will issue the PTINs at no cost to the preparer. If you currently have a PTIN, you can now log into your account to make changes and view CPE information as normal.

    Email Scam Targeting IRS E-Services Users

    Another IRS scam email has been plaguing the tax preparation industry for months now, scammers have crafted a fake IRS s-services page that is identical to the real one. They blast password expiration/reset emails to everyone who has a PTIN as that info is open information and many PTIN holders are also EROs or hold active […]


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