IRS Reopening PTIN System

By | June 21st, 2017|Categories: IRS|

On June 1, 2017, the United States District Court for the District of Columbia upheld the Internal Revenue Service's authority to require the use of a Preparer Tax Identification Number (PTIN), but enjoined the IRS [...]

IRS PTIN Requirements for Tax Preparers

By | October 21st, 2016|Categories: IRS|

ALL paid tax return preparers who prepare all or substantially all of a tax return for compensation are required to have a Preparer Tax Identification Number (PTIN) before preparing returns. This also applies to anyone [...]

IRS CE Provider System Delay

By | September 13th, 2016|Categories: IRS|

Today, we received the following message from the IRS Return Preparer Office: Dear IRS Approved Provider, We previously sent you a message on September 1 advising that the old CE system would be shut down [...]

Annual Filing Season Program (AFSP)

By | May 20th, 2016|Categories: IRS|Tags: , |

The IRS’ Annual Filing Season Program (AFSP) is a voluntary program designed to recognize the efforts of non-credentialed return preparers who aspire to a higher level of professionalism. In general, nonexempt return preparers with a [...]

Pre-Visit Checklist

By | February 2nd, 2016|Categories: Uncategorized|

You’ve scheduled the appointment with your client, but just before hanging up they ask, “what should I bring with me to the appointment”.  We’ve all had the client who shows up with a shoebox full [...]