It’s hard to tell. By Rick Telberg CPA Trendlines The good news: Identity theft is down. SPECIAL REPORT – Fixing the IRS: IRS #FAILs at Online Services Spell Problems for Professionals | Tax Accountants Fill the Breach of a Failing … Continued
BUSY SEASON MANAGEMENT
Shoot-Yourself-in-the-Foot Dept.: Fee creep could also increase enforcement costs. By Rick Telberg CPA Trendlines Surely nothing ticks off a taxpayer more than having to pay a fee in order to pay taxes. But the Internal Revenue Service charges fees for … Continued
What you get for $87 per employee. By Rick Telberg CPA Trendlines What could be more frustrating than calling the Internal Revenue Service 14 times before finally getting through to an agent—and then the agent tries to answer your question … Continued
CHECKLIST: Tax-Time Client Needs Assessments and Referral Generation. By Rick Telberg CPA Trendlines Busy season may be hectic and the hours may be long, but if you’re not making time to get to know your clients better, then you’re missing … Continued
A little tax humor for Busy Season, as collected, curated and refined by Robert E. McKenzie. Enjoy!
CPA firms are doing well. Tax prep, not so much.
By Beth Bellor
Unintended consequences: Pushing low-end taxpayer-clients to tax professionals. By Rick Telberg CPA Trendlines Online accounts at the IRS are a good idea, but maybe not as good as the IRS would like to think – certainly not as good as … Continued
By Rick Telberg CPA Trendlines When the Internal Revenue Service launched its “Future State Initiative” in 2016, it promised a new and admirable level of service. From then on, taxpayers could expect the same level of service when dealing with … Continued
IRS adopts confusing, misleading terminology. But it’s all very real. By Rick Telberg CPA Trendlines Tax professionals and accounting firms need to be aware that their clients may face two kinds of Internal Revenue audits: Real and Unreal. Really. SPECIAL … Continued
What accountants can do to help. And 20 other problems.
Not a good way to start Tax Season 2018. By Rick Telberg CPA Trendlines An angry and frustrated National Taxpayer Advocate Nina E. Olson has slammed Congress hard in the Taxpayer Advocate Service 2017 Annual Report to Congress. After a … Continued
CPA Trendlines expert author sets sessions for Dec. 16, 20 and 21.