The Treasury Inspector General for Tax Administration (TIGTA) recently issued several reports regarding the work of the IRS over the 2025 fiscal year, and recommendations necessary for improvement. TIGTA ultimately concluded that IRS failed to follow procedures...
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Tax Returns
National Taxpayer Advocate Recommends Three Taxpayer-Focused IT Projects
In her mid-year report to Congress, National Taxpayer Advocate, Erin Collins, recommends three IT projects that would directly benefit taxpayers. Noting the IRS’ longstanding issues in managing outdated technology, while recommending general ongoing upgrades, Ms....
Large Businesses and International Taxpayers Gain Assurances through the IRS’ Pre-Filing Agreement Program!
The IRS has recently made upgrades to its Pre-Filing Agreement (PFA) program, making it easier for large businesses and international taxpayers to voluntarily comply with reporting requirements. Through the PFA program, taxpayers can feel more certain that they will...
Act Now to Prevent a Large Tax Bill!
If you have ever been hit with a large tax bill after filing your taxes, it could be because the withholdings your employer was taking out of your paycheck were incorrect. When filing a Form W-4 with your employer, it is important to ensure the correct amount is being...
Filing on Extension? Remember, No Extension on Payment!
The IRS reminds taxpayers at any income level that while they may file a request for a six-month extension of time to file from the traditional deadline of April 15th, there is no extension on the time for payment. While taxpayers may not incur a penalty or interest...
Choose your Tax Preparer Carefully to Protect your Personal Information
It used to be that people just wanted a tax return preparer who could “save them the most tax” or get them the “largest refund,” but nowadays, you have to also ensure your tax preparer takes steps to avoid being scammed out of your personal information! One tip the...
The IRS Issues Helpful Tips to Prepare for the 2025 Tax Season
With tax season quickly approaching, the IRS has compiled some important information and resources to help taxpayers with filing. Various tools the IRS has implemented such as an IRS Online Account and an Identity Protection Personal Identification Number (IP PIN) are...
The Federal Disaster Relief Act of 2023 Has Been Passed Into Law
Any payments individuals received from 2020-2025 for wildfires which occurred after 2014 are not subject to federal income tax. Taxpayers are allowed to amend returns for a year after the date of enactment (which was December 12, 2024) even if the statute of...
New Tool for Taxpayer Protection Offered by the IRS – Enroll Today!
The IRS has released a new tool in the fight against felonious filing: the Identity Protection Personal Identification Number (IP PIN) system. Taxpayers can now enroll in the IP PIN program and will receive a unique number only known by themselves and the IRS....
FTB Issues “Review Your State Tax Return” Letters
The FTB has once again issued letters to targeted taxpayers with large Schedule A itemized deductions or large Schedule C expenses, this time for tax year 2021. The FTB successfully used this strategy two years ago for tax returns filed for 2019. The benefit to...

