From the category archives:

tax professionals

Sunday Mailbag: The Edition Where I Talk About Tax Pros

22 January 2012

I had a great time on Friday with our “Ask the taxgirl LIVE” segment. I know there wasn’t a lot of notice about it and yes, I heard about it (thanks for your emails and messages). This was my first time live blogging on Forbes and we had some technical pieces to work out. That [...]

0 comments Read the full article →

My Best Tax Advice Ever, Part III: Make Friends With a Tax Pro

17 January 2012

So I’m going to let you in on a little secret: I don’t prepare my own tax returns. Completely true. It is how I stay married. You see, I used to prepare my own returns for my business and for my household. And I did just fine for a bit. But then I had three [...]

0 comments Read the full article →

Where The Heck Are My Tax Forms?

12 January 2012

Dear overeager taxpayers: As an employer and a tax professional, I am asking you in the nicest way possible: please be patient. I know you want to file your tax return already. Apparently you’re one of the lucky folks getting a refund this year. And I know you want your money. But give us some [...]

0 comments Read the full article →

My Best Tax Advice Ever, Part II: Get Some Help

9 January 2012

Last week, I advised that my best tax advice ever was to open the mail from the IRS. I find that to be, for many taxpayers, the single hardest thing to do. Of course, opening the mail isn’t always enough. Generally, the notice or letter advises you to take some sort of action, whether that’s [...]

0 comments Read the full article →

My Best Tax Advice Ever, Part I: Open Your Mail

5 January 2012

A client contacted me this week with a tax problem. He sent over a big pile of correspondence that he had received from the IRS. On the front of one of the letters, it read in big letters: Last Date to Respond to this Letter: XXXX 2011. Um, it’s 2012. The client missed the deadline. [...]

0 comments Read the full article →

Audit Finds That Prisoners and Felons Granted Permission To Prepare Returns

3 January 2012

At tax time, many taxpayers feel like they’re being ripped off by Uncle Sam. However, IRS is concerned that they might also be victims of those paid to help them: tax preparers. As a result, new rules governing the preparation of tax returns have been in the works for nearly three years with the first [...]

0 comments Read the full article →

Are Christmas Loans and RALs Your Only Options for Holiday Shopping?

4 December 2011

While some indicators point towards an economy on the mend (including steady inflation rates and strong Black Friday sales), it’s clear that many Americans are still financially strapped. This has been particularly evident over the past few weeks as my email inbox has been chock full of questions about whether H&R Block will be offering [...]

0 comments Read the full article →

IRS Responds to Criticisms Of Preparer Notices

22 November 2011

Well that was quick. Days after the IRS sent out copies of the Notice 4809 to 21,000(ish) tax preparers, complaints were already flying. One tax preparer crafted this response to IRS Commissioner Doug Shulman while others took to Twitter and other [entity id="section_76" style="padding: 1px; color: #fff; background: #336699;" class="forbes_entity" active="true" item_id="section_76" key="/social-media" display="Social Media" [...]

0 comments Read the full article →

IRS Begins Competency Test Scheduling

22 November 2011

The IRS is forging ahead as part of its master plan to increase oversight of tax preparers across the country. In addition to Preparer Tax Identification Number (PTIN) registration, the IRS will require certain paid tax preparers to pass a competency test by December 31, 2013. It’s the certain in the phrase “certain tax preparers” [...]

0 comments Read the full article →

Taxgirl Gets Nod from LexisNexis

19 November 2011

Aww shucks (*blushing*). The nice folks at LexisNexis have advised that my blog at taxgirl.com has been selected as one of the LexisNexis Top 20 Tax [entity id="section_84" style="padding: 1px; color: #fff; background: #336699;" class="forbes_entity" active="true" item_id="section_84" key="/law" display="Law" natural_id="channel_5section_84" type="section" active="false"]Law[/entity] Blogs of 2011. The voting for the top blog begins now. You can [...]

0 comments Read the full article →

← Previous Entries