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  • Navigating Information with a Tax Documents Checklist

    December 28, 2023
    Navigating Information with a Tax Documents Checklist

    As tax season gets closer, providing a tax documents checklist to your clients is extraordinarily helpful. Helping them gather the…


  • How to Contact IRS Agents as a Tax Professional

    December 22, 2023
    How to Contact IRS Agents as a Tax Professional

    Tax season can be a daunting time for many individuals and businesses, and the Internal Revenue Service (IRS) understands the…


  • How to Get a Tax ID Number

    December 21, 2023
    How to Get a Tax ID Number

    What is a FEIN? Is it different from an EIN? What tax identification numbers should I pay attention to, anyway?…


  • IRS Delays 2023 Form 1099-K Threshold, Introduces $5,000 for 2024

    December 7, 2023
    IRS Delays 2023 Form 1099-K Threshold, Introduces $5,000 for 2024

    In a recent announcement, the Internal Revenue Service (IRS) has decided to delay the implementation of the new $600 Form…


  • Time Running Out to File for Recovery Rebate Credit

    November 22, 2023
    Time Running Out to File for Recovery Rebate Credit

    The window for claiming a pandemic-driven tax credit is still open to taxpayers who didn’t take advantage of it during…


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