IRS Operations & Administration

ERC Scam in the News

Tax School workbook contributor and national order partner Larry Gray, CPA, with AGC Solutions in Rolla, Missouri, was recently featured in a national NBC news story about the employee retention…

How To Link Tax Pro Accounts to CAF Database Records

Learn how the new Tax Pro account feature from the IRS streamlines tax client representation and authorizations, making life easier for tax practitioners. Discover the step-by-step process to link your CAF number, improving your efficiency and providing better services.

IRS and Security Summit Partners Warn of New Unusual Mail Scam

This week’s blog highlights details from a warning issued by the IRS to taxpayers about a new scam involving fraudulent mailings that falsely claim recipients are owed a refund. It’s important for tax practitioners to be aware of this scam so you can warn and/or provide advice to clients who may be susceptible.

Direct File: The IRS’s New Free Tax Filing System

Check out this week\’s blog about Direct File, a free tax filing system the IRS is working on. They conducted surveys and research, and recently sent a report to Congress with findings on taxpayer interest, cost, and challenges. The report also included an analysis by a third party. The next step is a pilot program for testing during the 2024 tax filing season.

IRS Representation: What Tax Professionals Need to Know

This article will outline the basics you need to know about IRS representation, including how representation is obtained, the information you must provide, and how to limit the information the IRS has access to.

The Identity (Theft) Mash

Since today is Halloween, we thought it timely to republish this blog post. Be sure and read it to the tune of Bobby Pickett’s “The Monster Mash” (or hit play…