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My Tax Blog

  • Current Federal Direct Tax Services Discounts

    Current Federal Direct Discounts:  *Federal Direct 10% Military Discount on all partnerships. *Professional courtesy discount available to EAs, CPAs and Attorneys.  *All 2020 Gold & Platinum partnerships include Tax Messenger and Electronic Signature utilities. *Mobile App included for Platinum partnerships.   

    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 […]

    How to Name Your Tax Office

    Selecting the name of your new tax office can seem a little overwhelming but it does’t need to be so complicated. Many, if not most, franchises require you to use that name. After all, you are essentially buying the goodwill that accompanies that tax service name.  However, if you are a Federal Direct partner or […]

    PTIN Fees Return With Extra Fees

    The IRS has announced the return of fees for a Preparer Tax Identification Number (PTIN).  Additionally, they have outsourced processing of applications and payments so there is an additional fee on top of the basic application fee. The IRS fee is set to be $21 per application or renewal plus a $14.95 fee to the […]

    IRS Payment Options

    The IRS has many methods of payment that they will accept.  Pay your balance due at the time of filing. (No cost to set up beyond preparation fees) Direct Pay (No cost if it’s from a checking or savings account) Businesses can use EFTPS (The electronic federal tax payment system) Taxpayers can pay with 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 […]

    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, […]

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  • Federal Direct knows the focus and dedication it takes to grow your tax business!


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