IRS Initiates Reporting of Forensic Document Training
Just as there is a formal credit reporting process for IRS approved continuing education providers, so will there be for the IRS approved Forensic Document Training course providers. The IRS … Continue reading "IRS Initiates Reporting of Forensic Document Training"
Top 5 Mistakes New Tax Preparers Make and How to Avoid Them
The tax and accounting industry is suffering from attrition. This is nothing new. More seasoned tax preparers and accounting professionals are leaving the industry faster than new tax professionals are … Continue reading "Top 5 Mistakes New Tax Preparers Make and How to Avoid Them"
Avoiding Mistakes When Applying to Become an Acceptance Agent in 2025
Know where to apply Since the moratorium ended, Acceptance Agent applications have moved to IRS e-services for citizen/legal resident alien applicants in the U.S. Foreign nationals will still complete form … Continue reading "Avoiding Mistakes When Applying to Become an Acceptance Agent in 2025"
One Big Beautiful Bill HR1 Crash Course
New webinar coming soon! One Big Beautiful Bill Act (OBBBA) crash course going live on July 24th, 2025 at 5:15pm EST. The course will cover the individual tax law changes … Continue reading "One Big Beautiful Bill HR1 Crash Course"
Common Challenges in ITIN Applications and How to Overcome Them
Applying for an Individual Tax Identification Number (ITIN) can a simple process but it can also get complicated. In this blog, we will explore some of the common challenges the … Continue reading "Common Challenges in ITIN Applications and How to Overcome Them"
Identifying Fraudulent Documents: Tips for Tax Professionals
Tax professionals come into contact with important documents that are used in the preparation of tax returns. These same documents are also required in order complete various other financial dealings, … Continue reading "Identifying Fraudulent Documents: Tips for Tax Professionals"
Essential Resources Every New Tax Preparer Should Have
Tax preparation can be a very challenging role. Whether you are the owner of a tax preparation business, a partner in the business, or a new tax preparer in the … Continue reading "Essential Resources Every New Tax Preparer Should Have"
IRS AFSP Exempt Preparers
Exempt Preparers, for IRS Annual Filing Season Program (AFSP) purposes, are tax preparers who can elect to participate in the AFSP without having to take and pass the Annual Federal … Continue reading "IRS AFSP Exempt Preparers"
PTIN Renewal Open For Tax Year 2024 Calendar Year 2025
The IRS PTIN (Preparer Tax Identification Number) system is now open for calendar year 2025 PTIN renewal applications and first time registrants' initial PTIN applications. The fee this year is … Continue reading "PTIN Renewal Open For Tax Year 2024 Calendar Year 2025"
5 Things New Tax Preparers Need to Know About Their California Tax License
1. All tax preparers practicing in California must have at least one of the following tax certification credentials: Certified Public Accountant (CPA) Enrolled Agent (EA) Attorney … Continue reading "5 Things New Tax Preparers Need to Know About Their California Tax License"