How to Help Your Clients Adjust Their Witholdings
No one likes to be surprised by an unexpected tax liability. Unexpectedly large refunds are much more welcome, but they… Read more
Things Taxpayers Should Consider When Selling a House
The housing market is hot, and this tax season, you’re likely to have several clients who have sold a home at a gain. To make… Read more
Information on Qualified Business Income Deductions
The 2017 Tax Cuts and Jobs Act brought about a significant overhaul of the American tax code. One provision that benefits… Read more
Pre-Tax Season Checklist Series – Bank and Ancillary Products
We’ve launched our pre-tax season checklist series to help you prepare early and feel ready when clients start arriving… Read more
What is IRS Hub Testing?
This article was last updated on January 14, 2022.
Every year, the IRS accepts several batches of tax returns to test in… Read more
The Tax Season Timeline for Preparers
What does tax season look like for a tax preparer? In this post, we outline the typical workflow during the tax season rush… Read more