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The IRS and the Security Summit partners remind you that another way to help protect sensitive information from identity thieves is with secure online tools such as Tax Pro Account. Tax Pro Account is a secure, mobile-friendly, digital self-service that enables you to act on a taxpayer’s behalf, view their information and manage their authorizations […]

The IRS and its Security Summit partners continue to see identity theft schemes targeting businesses. Report possible business identity theft to the IRS with Form 14039-B, Business Identity Theft Affidavit. File Form 14039-B if your business receives a notice about a: Rejected e-filed return because a return on file for that same period. Tax return your […]

1099-B: Reporting Income from Securities and Bonds Recording from virtual event hosted in December of 2023. On December 7th, we hosted a 2-hour virtual event live from Savannah, GA, where Amy M. Wall presented on 1099-B. A special thanks to everyone that joined us live! Because 1099-B: Reporting Income from Securities and Bonds is such […]

The IRS and its Security Summit partners remind you to watch out for a variety of aggressive schemes that may arrive in email, by text, over the phone or through the mail. If you get one of these messages, don’t reply or click the link. Report the scam by sending the email or a copy […]

Stop Chasing Paper – Start Offering eSignature Recording from webinar hosted by TaxAct Professional and DocuSign®. On December 14th, TaxAct Professional partnered with DocuSign® to host a brief 1-hour virtual event on eSignature. A special thanks to everyone that joined us live! Because we continue to grow and improve our integrated eSignature tool, we felt it […]

The IRS and its Security Summit partners ask you to encourage your clients to create an IRS Online Account. This tool provides your clients with a simple and secure way to go online and get their latest payment history, balance and more. They can even approve and electronically sign Power of Attorney and Tax Information […]

The IRS and the Security Summit partners encourage you to join the Identity Protection Personal Identification Number (IP PIN) program. An IRS IP PIN is a special six-digit number that helps prevent criminals from filling fraudulent federal income tax returns or stealing refunds using your personal information. IP PINs are unique because they are known […]

The IRS and its Security Summit partners encourage you to follow these data loss and fraud best practices from the Federal Trade Commission: Set security software to update automatically. Back up important files. Require strong passwords for all devices. Encrypt devices. Use multi-factor authentication. Cyber criminals target businesses of all sizes. Knowing some cybersecurity basics […]

Important Updates to Prepare for in TY23 Recording from webinar hosted on November 15, 2023. On November 15th, we held a 2-hour virtual event, hosted by Amy M. wall, where pros came together to learn about the must-know updates for TY23. A special thanks to everyone that joined us live! Because this content is so complex […]

New Webinar on Filing Schedule C Recording from virtual event hosted on October 24, 2023. On October 24th, we held a 2-hour virtual event, hosted by Amy M. wall, where pros came together to dive into the deep waters of Schedule C, and Profit or Loss from Businesses (Sole Proprietorship). A special thanks to everyone […]

Navigating Federally Declared Disasters as a Tax Preparer More and more we are seeing federally declared disasters in the US. In 2022 18 states were granted tax relief provisions due to disasters. In 2021 it was 17 states. These disasters are occurring more frequently, and they can be emotionally and financially overwhelming for taxpayers. Often, […]

What’s New for TY23 and Demo Recording from virtual event hosted in August of 2023. On August 17th, we held a 2-hour virtual event, live from Los Angeles, CA, where industry experts came together to help tax professionals prepare for the upcoming tax season. A special thanks to everyone that joined us live! Because this […]

Grow Your Business with Tax Planning Recording from virtual event hosted in August of 2023. On August 17th, we held a 2-hour virtual event, live from Los Angeles, CA, where industry experts came together to help tax professionals prepare for the upcoming tax season. A special thanks to everyone that joined us live! Because this […]

Downloadable Tools, Tables, and Worksheets Compliments of TheTaxBook and TaxAct Professional TaxAct Professional will be working with TheTaxBook again this tax season! Because of this… Any TaxAct Professional customers, who purchase TheTaxBook’s WebLibrary Plus1 for TY23, will receive their award-winning tax research solution at a discounted rate of $249 (regular price –$319). Last year TaxAct […]

Perfectly Price Your Services Helpful tools for tax professionals to get paid what they’re worth.  We understand that so many tax preparers have a difficult time properly pricing their tax preparation service fees. So much so that we held a pricing workshop  last summer, as the first step towards educating our tax professionals on their […]