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  • How to Handle Tax Season Delays with Extensions

    February 24, 2026
    How to Handle Tax Season Delays with Extensions

    Tax season rarely goes exactly according to plan. Even the most organized firms face delays — missing client documents, late…


  • Trump Accounts: A Guide For Tax Professionals

    February 24, 2026
    Trump Accounts: A Guide For Tax Professionals

    Proposed tax-advantaged savings vehicles often generate significant client interest long before formal guidance is released. One recent example is the…


  • Featured Webinar: Best Practices for Extensions

    February 18, 2026

    Tax extensions don’t have to mean stress or last-minute chaos. During this webinar, you’ll learn: – practical strategies for managing…


  • Tips for Navigating and Contacting the IRS During Tax Season

    February 17, 2026
    Tips for Navigating and Contacting the IRS During Tax Season

    With millions of returns flooding in and demand for IRS assistance, navigating the agency’s channels efficiently is critical for meeting…


  • New Feature: Smarter Document Collection That Identifies and Organizes Client Uploads 

    February 13, 2026
    New Feature: Smarter Document Collection That Identifies and Organizes Client Uploads 

    Designed to simplify secure document exchange and reduce administrative workload, this enhancement automatically identifies and organizes client-uploaded IRS forms and supporting documents.…


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