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My Tax Blog

  • Get Your 2021 PTIN

    IRS.gov/ptin is open for renewals for the coming year. Log into or, if you’re a new preparer, create your PTIN account, verify personal information, and pay for your PTIN. Payment is now required again after many years of no charge. Pay the $35.95 renewal fee via credit/debit/ATM card or eCheck. Upon completion of your application […]

    Final Round of ITIN Expirations & Renewals

    Under the Protecting Americans from Tax Hikes (PATH) Act, ITINs that have not been used on a federal tax return at least once in the last three consecutive years and those issued before 2013 will expire. This year ITINs with middle digits 88 will expire Dec. 31, 2020. Additionally, ITINs with middle digits 90, 91, […]

    Federal Direct Tax Preparation Training

    Having a well-rounded training program is important for any tax office, but it is vital for a tax office looking to penetrate the market. Independent tax offices have several areas of training on which to focus. No one comes to a tax professional with the easy stuff! They come to you because you are versed […]

    Current Federal Direct Tax Services Discounts

    Current Federal Direct Discounts:  *30% off all Tax Partnerships through July 4th, 2022 *Federal Direct 10% Military Discount on all partnerships *Professional courtesy discount available to EAs, CPAs and Attorneys with current license is $1,000 discount on Platinum, $400 discount on Gold  *All 2020 Gold & Platinum partnerships include Tax Messenger and Electronic Signature utilities […]

    Tax Business Marketing Mix

    Marketing is often a second thought when starting your own tax prep business; when the truth is, tax advertising should be the first thing you consider when constructing the foundation for a successful startup. You can be the best tax preparer, EA, or CPA in the country and be able to do taxes in your […]

  • 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 […]

    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 […]

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