IRS Still Falling Short on Service

letter blocks with middle section rotating to change word from "quantity" to "quality"

It doesn’t seem to know which problems most need solving.

By CPA Trendlines Research

The Internal Revenue Service wants to do a better job. It really does. It got an infusion of funds (though it seems some might get taken back), and it’s got a Strategic Operating Plan with objectives for improving the taxpayer experience and modernizing operations.

MORE: Must the IRS Be a Dark Hole? | 10 Tips to the IRS for Beefing Up Staff | Eight Ways the IRS Can Speed Up Processing Tax Returns | IRS Plays Whac-A-Mole with the Phones | Ten IRS Problems That Need Solutions | Treasury IG Sees Progress at IRS | With Fresh Funding, IRS Shows Service Improvements
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

And it’s made a lot of progress. But it’s still got wide open spaces to accommodate improvement.
READ MORE →

Must the IRS Be a Dark Hole?

documents disappearing into dark hole

Taxpayer Advocate calls for more transparency.

By CPA Trendlines Research

The Internal Revenue Service is the one federal agency that touches nearly every American. Yet too often taxpayers and tax preparers find it all but impossible to see what they need to see in that dark and distant entity.

  • Many struggle to access information from the IRS.
  • Many have difficulty finding clear, timely, dependable guidance.
  • Many can’t determine the status of pending issues.

MORE: 10 Tips to the IRS for Beefing Up Staff | Eight Ways the IRS Can Speed Up Processing Tax Returns | IRS Plays Whac-A-Mole with the Phones | Ten IRS Problems That Need Solutions | Treasury IG Sees Progress at IRS | VCs Plunk $60 Million into AI-Powered ‘Autonomous’ Tax Prep | Tax Pros Are Expanding and Earning More | With Fresh Funding, IRS Shows Service Improvements | How Tax Practitioners Became Cybersecurity Risks | Top Tax Vendors Caught Red-Handed Selling Private Taxpayer Data
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

  • Many can’t understand IRS correspondence or how to respond to it.
  • Many never find an IRS agent who can answer a question authoritatively.
  • Many find it impossible to resolve an issue.
  • Many, after experiencing any of the above, suffer the stress of confusion and frustration.
  • Many end up distrusting the tax system.

READ MORE →

Ten Ways to Have More Energy This Tax Season

Young businessman sleeping on the keyboard in the office

Pssst … feel free to keep these habits going afterward, too.

By Sandi Leyva
The Complete Guide to Marketing for Tax & Accounting Firms

Is keeping a high energy level a challenge for you? Here are a few tips to revitalize your personal energy. Some of these are very simple, so simple you may think they won’t do anything for you.

MORE: Are You Crossing Off Your Business Bucket List? | Three Money Leaks and How to Plug Them | Eleven Ways to Serve Clients Even Better | Eight Ways to Build Busy-Season Stamina | Make Your Prospect Kit Stand Out | Six Ways to Beat the Competition Grow Your Revenue with Three Marketing Strategies |What Can ChatGPT Do for Accounting Professionals? | Generative AI: Should You Avoid It or Adopt It? | Want Better Clients? Here’s How | Get Your Name in the News | Four Ways Small Firms Can Beat Large Ones
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

As you read, check to see which ones have slipped from your current daily routine. In that way, you’ll discover how to change your routine to gain more energy.

1. Drink plenty of water. A large amount of the aches, pains and low energy we have these days is because we are not fully hydrated. Keep a glass of water on your desk at all times and drink up.
READ MORE →

10 Tips to the IRS for Beefing Up Staff

Two businesswomen meeting in an office

Guess who has the federal government’s worst retention rate for employees under 40?

By CPA Trendlines Research

If you think it’s hard staffing a CPA firm, imagine the challenges at the Internal Revenue Service where

  • the pay’s not so good
  • laws limit bonuses
  • it takes three months to hire an applicant
  • federal bureaucracy gums up the process
  • the hiring process uses antiquated technology
  • only a remote office can authorize many hires

MORE: Eight Ways the IRS Can Speed Up Processing Tax Returns | IRS Plays Whac-A-Mole with the Phones | VCs Plunk $60 Million into AI-Powered ‘Autonomous’ Tax Prep | How Tax Practitioners Became Cybersecurity Risks
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

  • the recruitment and retention budgets are austere
  • training programs, spaces and equipment are inadequate
  • more than 100 full-time positions need to be filled every day
  • over half of employees will be eligible to retire within five years

The Taxpayer Advocacy Service says the IRS needs to deal with these problems, and it’s going to take money, effort, technology and legislation to get it done.
READ MORE →

Six Types of Person: Which Are You?

Use the answer to help define your business and your future.

By Ed Mendlowitz
Tax Season Opportunity Guide

Is your practice satisfying?

Do you like it the way it is, or do you want it to develop and grow? Some people like the way things are and don’t care about change.

MORE ON TAX SEASON: Answer These Two Questions First | Help Your Tax Clients, Help Yourself | What’s Your Value to Your Tax Clients? | Are You Excited About Tax Season?
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

If you’ve gotten this far, I would suggest that you do care about change, and change means you have to do some things differently.
READ MORE →