Tax season kickoff conference call

Now that we have an official date on the calendar, we will be reviewing what the next few weeks will look like and what action items you should be doing now to help ensure this busiest time of the year is as smooth and efficient as possible. Topics we will be focusing on include the current state of IRS & State level e-filing and forms availability, The new letters the IRS will be sending your clients over the next several weeks and how you will be integrating them into your tax prep procedures this year, bank product and taxpayer cash advance details, IRS & various state registration requirements, and software access.