| Title |
Author |
Type |
Date |
Words |
| Some find relief payments sent to wrong account. |
|
|
Jan 6, 2021 |
379 |
| Tax season preview: The pandemic's effects persist, reflected on clients' tax returns. |
Bonner, Paul |
Cover story |
Jan 1, 2021 |
2942 |
| Ethics and the tax preparer. |
Sawyers, Roby B.; Sauter, Donna |
|
Nov 1, 2020 |
2878 |
| Using Instagram to connect with the social media generation. |
Nellen, Annette; Novak, Christie |
|
Nov 1, 2020 |
3368 |
| Preparers beware: PTIN fees are back. |
Davidowitz, Michelle |
|
Nov 1, 2020 |
1290 |
| BTIG thinks those looking to potentially short Square, H&R Block should wait. |
|
|
Oct 30, 2020 |
155 |
| Get your clients ready for tax season. |
Nevius, Alistair |
|
Oct 1, 2020 |
2425 |
| Tax practice issues in the age of COVID-19. |
Walker, April; Dellinger, Kip; Salt, Johanna Sweaney |
|
Sep 1, 2020 |
1563 |
| Professional responsibilities in the virtual age. |
Clymer-Knapp, Kathryn; Whitcomb, Christopher M.; Nickerson, Felicia J. |
|
Aug 1, 2020 |
3358 |
| NY DFS finds tax preparers hid availability of free tax filing program. |
|
|
Jul 15, 2020 |
228 |
| Current Tax Issues in the Cloud: Sales of Software versus Services in Citrix. |
Rosenthal, Corey L.; Rothenberg, Lance E. |
|
Jun 1, 2020 |
1122 |
| New conflict-of-interest guidelines for tax services. |
Seto, Anna; Tapajna, Joseph |
|
May 1, 2020 |
740 |
| AICPA committee updates its conflict-of-interest advice. |
Sawyers, Roby B.; Seto, Anna; Tapajna, Joseph |
|
May 1, 2020 |
1980 |
| CONTRACTUAL TAX REFORM. |
Abramowicz, Michael; Blair-Stanek, Andrew |
|
May 1, 2020 |
27354 |
| Using Technology to Close the EITC Participation Gap. |
Corbridge, Jen; Grimm, Annelise |
|
Apr 1, 2020 |
1115 |
| Preparing Tax Returns for Inmates: Considering Practitioners' Perspectives. |
Brody, Richard G.; Li, Shihong; Castellano-Piatt, Ruth Ann |
|
Apr 1, 2020 |
3013 |
| Foreign Exchange Losses and State Compliance. |
Rosenthal, Corey L.; Bernier, Coral |
Column |
Apr 1, 2020 |
980 |
| Geneva Twp. Senior Center closed until further notice. |
Submitted by Sheri McMurray |
|
Mar 18, 2020 |
188 |
| Onslaught of the tax procrastinators. |
Chambers, Valrie |
|
Mar 1, 2020 |
682 |
| RPA, DLT, ML, and AI: The New Normal in the Tax Function. |
Chen, Anli |
|
Mar 1, 2020 |
907 |
| Trained SIU student volunteers to provide free tax prep help Tax: Drop-off service an option. |
CHRISTI MATHIS SIU News Service |
|
Feb 5, 2020 |
448 |
| Making Progress in Albany on Electronic Signatures. |
Barry, Joanne S. |
Column |
Feb 1, 2020 |
622 |
| Tax Time Boost Can't Stop Spot Cable's Biggest Booster. |
|
|
Jan 27, 2020 |
120 |
| Free tax help for seniors:. |
|
|
Jan 25, 2020 |
367 |
| Be Careful During Tax Season! Not All Tax Preparers Are Legit. |
Shirley Gomez |
|
Jan 23, 2020 |
321 |
| What to take to the tax preparer. |
|
|
Jan 22, 2020 |
245 |
| ezW2 2019 Has Been Approved by SSA to Print W2 and W3 on White Paper for the Coming Tax Season. |
|
|
Jan 15, 2020 |
489 |
| 2020 tax filing season preview: CPA tax practitioners build on their knowledge of the TCJA's changes. |
Bonner, Paul |
Cover story |
Jan 1, 2020 |
2741 |
| Practitioners need a written information security plan. |
Allen, Susan C. |
|
Jan 1, 2020 |
693 |
| Ghost Tax Preparers. |
|
|
Jan 1, 2020 |
172 |
| 50 plus Submit your events at dailyherald.com/share. |
|
Calendar |
Dec 25, 2019 |
745 |
| 50 plus Submit your events at dailyherald.com/share. |
|
Calendar |
Dec 16, 2019 |
646 |
| South West Tax Associates brings effective tax management to Tucson, AZ. |
|
|
Dec 12, 2019 |
506 |
| Carpentersville man pleads guilty in tax fraud scheme. |
Barbara Vitello Legal Affairs Writer bvitello@dailyherald.com -CLMN- |
|
Dec 3, 2019 |
388 |
| Carpentersville man pleads guilty in federal tax fraud scheme. |
Barbara Vitello Legal Affairs Writer bvitello@dailyherald.com -CLMN- |
|
Dec 3, 2019 |
387 |
| A new year, a better firm. |
Walker, April; Oppe, Ami |
|
Dec 1, 2019 |
1448 |
| 50 plus Submit your events at dailyherald.com/share. |
|
Calendar |
Nov 20, 2019 |
576 |
| AARP Tax-Aide needs volunteers. |
Submitted by AARP Tax-Aide |
|
Nov 3, 2019 |
112 |
| Updating the Statements on Standards for Tax Services. |
Preusch, Nick |
|
Nov 1, 2019 |
710 |
| AICPA task force works to update Statements on Standards for Tax Services. |
Sawyers, Roby B.; Preusch, Nick; Holets, David J. |
|
Nov 1, 2019 |
1629 |
| Diversity & Inclusion: It's essential in the corporate tax space. |
|
Discussion |
Nov 1, 2019 |
1961 |
| TEI Holds 2018 Liaison Meetings With Canada Revenue Agency and Department of Finance. |
|
|
Nov 1, 2019 |
18095 |
| Getting Taxpayers' Consent to Disclose or Use Tax Return Information under IRC Section 7216. |
Rule, Caroline |
|
Nov 1, 2019 |
1615 |
| AARP needs tax volunteers. |
Submitted by AARP Tax-Aide |
|
Oct 18, 2019 |
104 |
| AARP seeks volunteers:. |
|
|
Oct 17, 2019 |
340 |
| Improving IRS practitioner services. |
Freeh, Cheri H. |
|
Oct 1, 2019 |
577 |
| The Confidentiality of a Client's Tax Return Information: Provisions Tax Preparers Must Remember. |
Rule, Caroline |
|
Oct 1, 2019 |
2093 |
| 50 plus Submit your events at dailyherald.com/share. |
|
Calendar |
Sep 23, 2019 |
685 |
| Enrollment for October Tax School Now Open. |
|
|
Sep 19, 2019 |
651 |
| 50 plus Submit your events at dailyherald.com/share. |
|
Calendar |
Sep 9, 2019 |
944 |
| member milestones. |
|
|
Sep 1, 2019 |
197 |
| Liberty Tax Buys Sears Hometown For $133 Million. |
|
|
Aug 28, 2019 |
368 |
| 50 plus Submit your events at dailyherald.com/share. |
|
Calendar |
Aug 26, 2019 |
905 |
| Jackson Hewitt Tax Schools offer education and training opportunities for new and experienced tax preparers. |
|
|
Aug 15, 2019 |
949 |
| Ethical considerations of e-business for practitioners. |
Sawyers, Roby B.; Preusch, Nick |
|
Aug 1, 2019 |
1860 |
| Passion drives business - youth entrepreneur. |
|
|
Jul 29, 2019 |
345 |
| Liberty Tax to pursue new business model, offering $12 per share for all shares. |
|
|
Jul 11, 2019 |
391 |
| Data Transformation - Where to Begin? What once took tax professionals months now takes moments - but challenges remain. |
Ossooli, Maryam |
|
Jul 1, 2019 |
3242 |
| To Insource or to Outsource? That's the Question: Corporate culture determines whether outsourcing adds value. |
Welch, Katrina; Kennedy, Jim |
|
Jul 1, 2019 |
1651 |
| All India ITR Increases its ITR Filings by 150 percent in Assessment Year 2019-20. |
|
|
Jun 24, 2019 |
656 |
| Wilda Louise Prater, 90, Fillmore, local tax preparer, passes Friday. |
|
|
May 29, 2019 |
277 |
| Technology and Automation: A Road Map for State and Local Tax Professionals; Challenges include spreadsheet-based calculations, manual tax software inputs and overrides, and cumbersome work papers. |
Kammann, Mike; Appel, Amee; King, Jason |
|
May 1, 2019 |
3812 |
| Governor Cuomo seeks investigation into H&R Block, Intuit's TurboTax. |
|
|
May 1, 2019 |
162 |
| Updates and guidance on key practitioner responsibilities. |
Ridgeway, Heidi; Sawyers, Roby B. |
|
May 1, 2019 |
1891 |
| Flip the tax return with a professor-prepared tax return. |
Vitale, Dan M. |
|
May 1, 2019 |
3062 |
| TAX LAWYERS AS TAX INSURANCE. |
Field, Heather M. |
|
May 1, 2019 |
30241 |
| Carolyn R. Baker Honored as a VIP Member for Two Consecutive Years by Strathmore's Who's Who Worldwide Publication. |
|
|
Apr 25, 2019 |
405 |
| Survey points to consumer tax upside for Intuit, says Morgan Stanley. |
|
|
Mar 27, 2019 |
122 |
| Tax help at Mundelein library:. |
|
|
Mar 23, 2019 |
372 |
| Dave Vogel: Candidate profile. |
|
|
Mar 20, 2019 |
567 |
| When online tax prep is free, you may be paying with your privacy. |
|
|
Mar 10, 2019 |
1464 |
| Understanding FBAR Disclosure Responsibilities: When Must an Entity or Connected Individual File? |
Weinstock, Ian |
Column |
Mar 1, 2019 |
2471 |
| H & R Block is newest member of Palatine Chamber of Commerce. |
|
|
Feb 27, 2019 |
165 |
| Schaumburg Township providing tax help for seniors. |
|
|
Feb 11, 2019 |
107 |
| Loyola Sellinger School to offer free tax preparation services. |
|
|
Feb 7, 2019 |
333 |
| SIU students will prepare your income taxes for free. |
|
|
Feb 5, 2019 |
644 |
| U.S. v. Marc Berger: A Cautionary Tale for Return Preparers. |
McCarthy, Sharon L. |
|
Feb 1, 2019 |
1448 |
| Now Is the Time to Change Pricing and Processes. |
Ackerman, Jason L. |
|
Feb 1, 2019 |
718 |
| Free program offers help preparing your taxes. |
|
|
Jan 31, 2019 |
517 |
| Items you should take to the tax preparer. |
|
|
Jan 30, 2019 |
392 |
| Here are the items to bring your tax preparer. |
|
|
Jan 30, 2019 |
392 |
| Furlough for government workers. |
|
|
Jan 30, 2019 |
116 |
| Dist. 128 building plans:. |
|
|
Jan 28, 2019 |
368 |
| Schaumburg Township to host tax help for seniors. |
|
|
Jan 28, 2019 |
110 |
| Palatine Area Chamber of Commerce Hosts Ribbon Cutting for H&R Block. |
|
|
Jan 24, 2019 |
163 |
| Largest Tax Preparers. |
|
|
Jan 4, 2019 |
611 |
| 'Firing' Bad Clients. |
Cohen, Milt |
Letter to the editor |
Jan 1, 2019 |
267 |
| Tackling TCJA changes this tax season: Return preparers must be ready for how the Tax Cuts and Jobs Act has modified many common features of individual and business returns. |
Bonner, Paul |
Cover story |
Jan 1, 2019 |
2590 |
| Watch Your Step: 10 Big Mistakes Tax Return Preparers Make. |
Dellinger, Kip |
|
Jan 1, 2019 |
1599 |
| INTUIT PROCONNECT UPDATES TO PROSERIES AND LACERTE. |
|
|
Dec 1, 2018 |
734 |
| Brooks joins Wymer Brownlee. |
|
|
Nov 19, 2018 |
123 |
| It's Time to Fire Bad Clients. |
Ackerman, Jason L. |
Column |
Nov 1, 2018 |
507 |
| The importance of engagement letters for small firms. |
Sawyers, Roby B.; Ridgeway, Heidi A. |
|
Nov 1, 2018 |
1873 |
| Gemspring Capital affiliate completes investment in Fiesta Insurance Franchise Corporation. |
|
|
Oct 30, 2018 |
180 |
| How to choose a tax professional. |
|
|
Oct 10, 2018 |
502 |
| Baltimore tax preparer, state employee indicted on theft charges. |
|
|
Oct 1, 2018 |
107 |
| Local volunteer tax preparer recognized for years of service. |
|
|
Sep 23, 2018 |
725 |
| TAX PREPARERS. |
|
|
Sep 21, 2018 |
504 |
| Carolyn R. Baker Recognized as a VIP Member by Strathmore's Who's Who Worldwide Publication. |
|
|
Sep 8, 2018 |
453 |
| Adding a Legacy Division: Providing Taxpayers with Peace of Mind. |
Kess, Sidney; Kaufman, Carol R.; Grimaldi, James R.; Revels, James A.J. |
|
Sep 1, 2018 |
1354 |
| Henderson Franklin Welcomes FGCU Alumna Sara Qureshi to Business & Tax Department. |
|
|
Aug 31, 2018 |
358 |
| Behind the List with Paul Conforti of Riley and Company Inc. |
|
|
Aug 13, 2018 |
938 |
| Defense lawyer: Gates to testify next in Manafort's trial. |
|
|
Aug 7, 2018 |
813 |
| $900K in foreign income was disguised to help Manafort, tax preparer testifies. |
|
|
Aug 4, 2018 |
307 |
| Client communications protected by Sec. 7525. |
Nebolsine, Nicholas |
|
Aug 1, 2018 |
557 |
| The Sec. 7525 privilege relating to taxpayer communications. |
Ridgeway, Heidi A.; Nebolsine, Nicholas |
|
Aug 1, 2018 |
2396 |
| Free tax prep program results in $2.3 million in refunds for Elgin families. |
|
|
Jul 25, 2018 |
402 |
| Liberty Tax's CEO John Hewitt to sell shares of the company. |
|
|
Jul 24, 2018 |
227 |
| HOBBY GROSS INCOME AND EXPENSES AFTER THE TCJA: The Tax Cuts and Jobs Act of 2017 may have made the reporting of hobby gross income and expenses even more challenging for taxpayers and their tax preparers. |
Rinier, James W.; Curatola, Anthony P. |
|
Jul 1, 2018 |
1151 |
| Tax Centers: Keep 'em or Cut 'em? |
Linneweber, Edward; Goodell, John |
|
Jul 1, 2018 |
1313 |
| Liberty Tax engages Cherry Bekaert LLP as independent auditor. |
|
|
Jun 28, 2018 |
230 |
| Stellar tax professionals: How to recruit, retain, and develop them. |
Crisler, Michael W.; Cheslowitz, Scott; Hollander, Amy V.; Valenti, Stephen |
|
Jun 1, 2018 |
1364 |
| Establishing quality control in a tax practice. |
Scutellaro, Joseph F. |
|
May 1, 2018 |
772 |
| Illegal Immigration and Tax Issues: Recent Changes Affect Available Deductions and Credits for Dependents. |
Foy, Joseph; Kass-Shraibman, Frimette |
|
May 1, 2018 |
3336 |
| Reporting Virtual Currency Transactions to the IRS: Time May Be Running Out for Affected Taxpayers. |
McCarthy, Sharon L. |
|
May 1, 2018 |
1847 |
| Roosevelt student volunteers to help others with taxes. |
|
|
Apr 18, 2018 |
491 |
| Roosevelt business students volunteer as tax preparers. |
|
|
Apr 18, 2018 |
662 |
| Federal prosecutors charge 6 with income tax fraud. |
|
|
Apr 11, 2018 |
253 |
| Roosevelt University paves way for business student from Des Plaines to prepare taxes as volunteer. |
|
|
Apr 11, 2018 |
470 |
| First Look at the Tax Cuts and Jobs Act: Impact of the New 20% Pass-Through Deduction--Traps and Planning Opportunities. |
Lencz, Norman |
|
Apr 1, 2018 |
3126 |
| Brandvein & Co. Moves to New Location. |
|
|
Mar 30, 2018 |
187 |
| Texas woman sentenced to 5 years in prison for voting while on probation. |
|
|
Mar 30, 2018 |
1004 |
| COD offers free help with tax prep. |
|
|
Mar 16, 2018 |
188 |
| PNC Bank, IRS offer free tax prep, refund assistance. |
|
|
Feb 28, 2018 |
316 |
| PNC Bank, IRS offer free tax prep, refund assistance. |
|
|
Feb 28, 2018 |
314 |
| PNC Bank, IRS to offer free tax prep, refund assistance. |
|
|
Feb 26, 2018 |
165 |
| Lake County in 60 seconds. |
|
|
Feb 23, 2018 |
253 |
| 8 ways to prepare for big tax law changes this filing season. |
|
|
Feb 11, 2018 |
1544 |
| Helping hand for tax filers. |
|
|
Feb 6, 2018 |
496 |
| High on your planning list: 2018 taxes. |
|
|
Jan 29, 2018 |
526 |
| Nonprofits Join Forces and Kickoff Checkoff Colorado Awareness Campaign to Increase Voluntary Donations on State Tax Form. |
|
|
Jan 15, 2018 |
547 |
| Largest Tax Preparers. |
|
|
Dec 29, 2017 |
561 |
| Eliclade's Service, Inc. Joins SAN Group. |
|
|
Dec 9, 2017 |
273 |
| Kicking off tax season with engagement letters and organizers. |
Crisler, Michael W.; Oppe, Ami; Cutrer, J. Raleigh |
|
Dec 1, 2017 |
2336 |
| Collins Barrow Tax Preparers Combines with Accounting Firm Ian H Whitton. |
|
|
Nov 2, 2017 |
125 |
| Collins Barrow Tax Preparers Combines with Accounting Firm Ian H Whitton. |
|
|
Nov 2, 2017 |
133 |
| Deal snapshot: COLLINS BARROW TAX PREPARERS COMBINES WITH ACCOUNTING FIRM IAN H WHITTON. |
|
|
Nov 2, 2017 |
105 |
| Tax return position vs. tax return preparation. |
Ridgeway, Heidi; Preusch, Nick |
|
Nov 1, 2017 |
2723 |
| Just Released Ez1099 2017 Tax Preparation Software from Halfpricesoft.com. |
|
|
Oct 12, 2017 |
504 |
| Federal court strikes down PTIN fees, upholds PTINs: the numbers confer no special benefit to preparers, a district court holds as it orders refunds. |
Schreiber, Sally P. |
|
Sep 1, 2017 |
658 |
| The war on tax ID theft continues: CPAs' role. |
Murolo, Sebastian B. |
|
Aug 1, 2017 |
964 |
| How third party vendors are helping CPAS protect client data. |
|
|
Aug 1, 2017 |
690 |
| Tax preparer mistakes: taxpayer penalties and the tax treatment of indemnity payments. |
Schnee, Edward J. |
|
Jul 1, 2017 |
6228 |
| Disclosing audit risk to taxpayers. |
Lang, Michael B.; Soled, Jay A. |
|
Jun 22, 2017 |
11318 |
| Planning to mitigate risk in tax planning engagements. |
Rood, Deborah K. |
|
Jun 1, 2017 |
1735 |
| Disbarred tax preparer is not subject to OPR jurisdiction. |
Schreiber, Sally P. |
|
Jun 1, 2017 |
739 |
| The volunteer income tax assistance program: while April showers might bring may flowers, the fourth month of the year also brings the tax man. |
|
|
Apr 1, 2017 |
461 |
| Behavioral interventions to increase tax-time saving: evidence from a national randomized trial. |
Grinstein-Weiss, Michal; Russell, Blair D.; Gale, William G.; Key, Clinton; Ariely, Dan |
Report |
Mar 22, 2017 |
9277 |
| Building on compliance: the evolution of tax services. |
Fohn, Dick |
|
Mar 1, 2017 |
2345 |
| Applying the AICPA's professional standards to tax practice: best practices for minimizing risk and penalties. |
Rigos, James J. |
|
Mar 1, 2017 |
5167 |
| Proceed with caution: pitfalls in the preparation of trust income tax returns. |
Fukuto, Erin S. |
|
Mar 1, 2017 |
2137 |
| Tax Prep Services Advertising Heavily. |
|
|
Feb 6, 2017 |
145 |
| KeyBank offers free tax preparation services. |
|
|
Feb 2, 2017 |
240 |
| KeyBank offers free tax preparation services. |
|
|
Feb 2, 2017 |
238 |
| Receipts? What receipts? |
|
|
Jan 1, 2017 |
1829 |
| Criminal investigation and prosecution of tax preparers. |
|
|
Jan 1, 2017 |
1502 |
| Tax policy center and tax podcasts. |
Anders, Susan B. |
|
Jan 1, 2017 |
1206 |
| Free income tax return preparation help. |
|
Brief article |
Jan 1, 2017 |
115 |
| 5 tax forum complaints about the ACA. |
|
|
Jan 1, 2017 |
1006 |
| Safe email: how to avoid being reeled into scams. |
Werner, Randy |
|
Oct 1, 2016 |
884 |
| IRS warns of criminals taking over preparers' computers. |
|
Brief article |
Oct 1, 2016 |
150 |
| Form 2848: ethical issues for tax practitioners. |
Schreiber, Gerard H., Jr.; Smith, James A. |
|
Aug 1, 2016 |
3260 |
| Sauce for the goose: standards applicable to taxpayers, practitioners - and the IRS; the contention among the parties results not from a lack of reasonable standards, but rather from an apparent failure by some IRS personnel to follow those standards in practice and the relative lack of accountability. |
Lerner, Matthew; Pryor, Kevin; Funkhouser, Katharine |
|
Jul 1, 2016 |
7487 |
| Why the AICPA SSTSs and IRS Circular 230 should be added to CPAs' lists of favorite resources. |
Sauter, Donna |
|
Jul 1, 2016 |
1273 |
| Starting a tax practice: are you ready to hang a shingle? |
Crisler, Michael W.; Holub, Steven F.; Hollander, Amy V.; Cheslowitz, Scott |
|
Jun 1, 2016 |
2420 |
| IP PINs: fraud protection places duties on preparers. |
Hammel, Stephen W.; Murolo, Sebastian B. |
|
May 1, 2016 |
1093 |
| Tax Season Offers Revenue Opportunities. |
|
|
Apr 6, 2016 |
567 |
| 10 tax time tips and reminders. |
|
|
Mar 15, 2016 |
1133 |
| Tax preparers return to PPACA fog. |
|
|
Mar 8, 2016 |
660 |
| PCA submits budget proposals. |
|
Brief article |
Mar 6, 2016 |
127 |
| New tax laws: preparer penalties, IRA rollovers & more. |
Josephs, Stuart R. |
|
Mar 1, 2016 |
786 |
| Tax season business development. |
Crisler, Michael W. |
|
Mar 1, 2016 |
2480 |
| About town. |
|
|
Feb 5, 2016 |
370 |
| MetaBank launches new credit advance product. |
|
|
Feb 3, 2016 |
231 |
| Tax return processes: the intersection of due diligence and quality control. |
Schreiber, Gerard H., Jr. |
|
Feb 1, 2016 |
2497 |
| GOBankingRates survey finds digital tax preparation gains in popularity. |
|
|
Jan 29, 2016 |
275 |
| GOBankingRates survey finds digital tax preparation gains in popularity. |
|
|
Jan 29, 2016 |
273 |
| This week: Barbara Hambrick: managing member of Beall Barclay & Co. PLC of Fort Smith. |
|
Interview |
Jan 4, 2016 |
604 |
| The early CPA gets the return (done on time). |
Rood, Deborah K. |
|
Jan 1, 2016 |
1457 |
| Training seasonal staff. |
Moore, Daniel T. |
|
Dec 1, 2015 |
2195 |
| This week: Barbara Hambrick: managing member of Beall Barclay & Co. PLC of Fort Smith. |
|
Interview |
Nov 30, 2015 |
600 |
| An overview of tax practice issues that arise under statement on standards in personal financial planning services. |
Purcell, Thomas J., III; Wolbach, Kristine |
|
Nov 1, 2015 |
2256 |
| Roundup of tax-related identity theft resources. |
Anders, Susan B. |
|
Nov 1, 2015 |
1225 |
| Self-service and assistance options for tax preparers. |
|
|
Oct 1, 2015 |
150 |
| TurboTax and CPAs: Lessons for Planners on Robo-Advisors. |
|
|
Sep 18, 2015 |
755 |
| Applying the understatement penalty: a Chief Counsel memorandum offers insight into specific situations where the understatement penalty for willful or reckless conduct by a tax preparer may or may not apply. |
Curatola, Anthony P.; Rinier, James W. |
|
Sep 1, 2015 |
1223 |
| Voluntary tax practice reviews. |
Purcell, Thomas J., III; Scutellaro, Joe |
|
Aug 1, 2015 |
3091 |
| Swipefin makes tax preparation fast, fun, free. |
|
|
Jun 19, 2015 |
266 |
| Swipefin makes tax preparation fast, fun, free. |
|
|
Jun 19, 2015 |
255 |
| Swipefin makes tax preparation fast, fun, free. |
|
|
Jun 19, 2015 |
266 |
| Exercising due diligence: avoid sanctions under Circular 230 and civil penalties. |
Preusch, Nicholas |
|
Jun 1, 2015 |
1170 |
| Tax practice management: more than just words. |
Cheslowitz, Scott M.; Vega, Amy M. |
|
Jun 1, 2015 |
1876 |
| Supervisory obligations under Circular 230. |
Wilson, Peter S. |
|
May 1, 2015 |
1864 |
| The VITA program: vital to communities, campuses, students, and employers. |
Chambers, Valrie; Holloway, Bonnie; Rickling, Maria |
|
May 1, 2015 |
3244 |
| Hosts Annual IRS and Volunteer Income Tax Prep Days. |
|
|
May 1, 2015 |
160 |
| Volunteering at low income taxpayer clinics can provide CPAs valuable experience. |
Hunt, Marshall |
|
Apr 1, 2015 |
757 |
| WWU, WCC offer free tax assistance program. |
|
|
Mar 1, 2015 |
162 |
| Tax preparer admits to fraud. |
|
|
Feb 8, 2015 |
114 |
| Harper College to offer free tax preparations for residents. |
Submitted by Harper College News Bureau |
|
Feb 8, 2015 |
198 |
| Tax Defense Network[R] Partners with Jackson Hewitt Tax Service[R] to Provide Complete Tax Solutions to Hard-Working Taxpayers. |
|
|
Feb 4, 2015 |
745 |
| Paid Tax Preparers Should Be Regulated, Consumer Groups Say. |
|
|
Jan 30, 2015 |
513 |
| Senators Make Push to Regulate Tax Preparers. |
Melanie Waddell |
|
Jan 8, 2015 |
258 |
| IRS analyzes whether third-party employment tax returns are sufficient to start assessment statute of limitation. |
Chambers, Valrie |
|
Jan 1, 2015 |
1872 |
| Practice development tip. |
|
Brief article |
Jan 1, 2015 |
258 |
| New written tax advice and other revisions to Circular 230 and their effect on CPAs. |
Blatch, Mary L.; Bresnahan, James F.; Schreiber, Gerard H.; Schrock, Norma J.; Purcell, Thomas J. |
|
Dec 1, 2014 |
5869 |
| Household employment in 2014: what tax preparers need to know. |
Breedlove, Tom |
|
Dec 1, 2014 |
892 |
| Can practitioners give up their email disclaimers? |
Nevius, Alistair M. |
|
Dec 1, 2014 |
598 |
| CPAs give helpful advice about selecting a tax preparer. |
Lofton, Lynn |
|
Nov 21, 2014 |
914 |
| Setting proper boundaries with a clear, concise engagement letter. |
Moise, Robert M. |
|
Nov 1, 2014 |
3289 |
| AICPA sues IRS to stop return preparer program: an unenrolled preparer program is an "end run" around an adverse court decision, the Institute says. |
Nevius, Alistair M. |
|
Oct 1, 2014 |
607 |
| Rules for written tax advice finalized: Circular 230 final regs. make ubiquitous email disclaimer no longer necessary. |
Schreiber, Sally P. |
|
Sep 1, 2014 |
518 |
| If you ask, they will buy: selling additional services to existing tax clients. |
Weston, Cari |
|
Sep 1, 2014 |
3030 |
| Lawsuit faults IRS on tax preparer rule. |
|
|
Sep 1, 2014 |
120 |
| IRS introduces voluntary certification program for tax preparers. |
Nevius, Alistair M. |
|
Aug 1, 2014 |
514 |
| Practitioners' responsibilities in complying with records requests. |
Rempalski, Kristy L.; Sansone, James |
|
Aug 1, 2014 |
3378 |
| AICPA: proposed voluntary program for tax preparers unlawful, improper. |
|
|
Aug 1, 2014 |
122 |
| Handling contingent attorney fee expenses: what tax preparers need to know. |
Messina, Frank |
|
Aug 1, 2014 |
1387 |
| Lowest Tax Preparation Service Fees for 2015. |
|
|
Jun 13, 2014 |
185 |
| Whitewood Solutions Has Teamed Up with Liberty Tax Service to Change the Franchised Tax Industry Across the Country. |
|
|
Jun 3, 2014 |
423 |
| Circular 230 case processing and the application of monetary penalties. |
Preusch, Nicholas |
|
Jun 1, 2014 |
4052 |
| Conflicts of interest and client consent. |
Nevius, Alistair M. |
|
May 1, 2014 |
572 |
| Aiding and abetting fraud by filing false tax returns: can a tax preparer be held liable? |
Benson, Sandra S. |
|
Apr 1, 2014 |
4734 |
| Jackson Hewitt prepares for tax season with RingCentral. |
|
Brief article |
Mar 27, 2014 |
201 |
| Jackson Hewitt prepares for tax season with RingCentral. |
|
Brief article |
Mar 27, 2014 |
213 |
| Tax preparer accused of fraud; Allegedly fraudulent refunds total $236K. |
Kush, Bronislaus B. |
|
Mar 19, 2014 |
386 |
| Tax services. |
|
|
Mar 1, 2014 |
528 |
| Tax responsibilities: an overview of AICPA and IRS rules of practice. |
Purcell, Thomas J., III; Schreiber, Gerard H., Jr. |
|
Feb 1, 2014 |
2991 |
| KeyBank forges US tax prep partnerships. |
|
|
Jan 29, 2014 |
289 |
| KeyBank forges US tax prep partnerships. |
|
|
Jan 29, 2014 |
287 |
| AARP to help with tax prep. |
|
|
Jan 24, 2014 |
869 |
| 4 tax prep reminders for independent advisors. |
|
|
Jan 10, 2014 |
564 |
| Buckle up for tax season: take stock of tax year 2013's new and changed provisions, including several for higher-income taxpayers. |
Bonner, Paul |
|
Jan 1, 2014 |
2619 |
| Engagement letters for the individual tax practitioner: tighten language limiting your professional liability. |
Raspante, John F.; Vono, Stephen |
|
Jan 1, 2014 |
2317 |
| Large tax preparation franchise company closed by court order. |
Schreiber, Sally P. |
|
Jan 1, 2014 |
348 |
| TIGTA report studies assessment and enforcement of sec. 6694 paid preparer penalties. |
VanDeveer, Mark A. |
|
Jan 1, 2014 |
1567 |
| Leading Provider of Online, Low Price Tax Prep Grows Affiliate Program. |
|
Company overview |
Dec 4, 2013 |
330 |
| Is state regulation of tax preparers the solution: New York Coordinates Its Efforts with the IRS. |
Smoker, Kari A. |
|
Dec 1, 2013 |
3373 |
| Tax practice responsibilities: taxpayer representation in the shadow of preparer discipline. |
Purcell, Thomas J., III; Mathers, Robert A.; Wolbach, Kristine R. |
|
Nov 1, 2013 |
3907 |
| Tax Relief Specialists in Omaha Join Local SEO Program to Improve Accessibility. |
|
|
Oct 4, 2013 |
424 |
| CPAs and privileged communications. |
Chambers, Valrie |
|
Oct 1, 2013 |
1635 |
| Improving leadership value in the next phase of the information age. |
Santiago, Tony |
|
Sep 1, 2013 |
1077 |
| The brave new world of cost basis reporting: new reporting requirements for securities brokers add complexity for return preparers and taxpayers. |
Horn, Jonathan |
|
Sep 1, 2013 |
2213 |
| Thinking outside the typical client profile in tax engagements. |
Holub, Steven F.; Parker, Kenneth M. |
|
Sep 1, 2013 |
2150 |
| The rules on providing client records: tax practice responsibilities. |
Nevius, Alistair M. |
|
Aug 1, 2013 |
560 |
| Tax practice responsibilities: current tax return disclosure issues involving sec. 7216. |
Purcell, Thomas J., III; Bond, Barbara; Schreiber, Gerard H., Jr. |
|
Aug 1, 2013 |
3046 |
| CPAs and comfort letters: the new chocolate. |
Karl, Edward S. |
|
Jul 1, 2013 |
1052 |
| Appeals court refuses to lift injunction in return preparer regulation case. |
Nevius, Alistair M. |
|
Jun 1, 2013 |
313 |
| IRS appeals tax return preparer registration decision. |
Schreiber, Sally P. |
|
May 1, 2013 |
268 |
| Preparers feel swell this week; Tax filers meet destiny. |
|
|
Apr 16, 2013 |
537 |
| IRS updates sec. 7216 guidance on disclosing tax return information. |
Goldstein, Benson S. |
|
Apr 1, 2013 |
901 |
| Tax prep panic: IRS over-regulation. |
Mangu-Ward, Katherine |
Brief article |
Apr 1, 2013 |
305 |
| Liberty Tax of North Park to Hold Free Tax Seminar. |
|
|
Mar 21, 2013 |
336 |
| -Liberty Tax Service shows increase in US customers. |
|
|
Mar 13, 2013 |
359 |
| -Liberty Tax Service shows increase in US customers. |
|
|
Mar 13, 2013 |
363 |
| Private tax help. |
Flores, Qiana Torres |
|
Mar 1, 2013 |
389 |
| IRS regulation of tax return preparers struck down. |
Nevius, Alistair M. |
|
Mar 1, 2013 |
750 |
| Rules on use, disclosure of taxpayer information finalized. |
|
|
Mar 1, 2013 |
1017 |
| Mandatory language for consents to disclose, use taxpayer information modified. |
|
|
Mar 1, 2013 |
477 |
| Firing clients can be good for business. |
Holub, Steven F.; Parker, Kenneth M.; Weston, Cari |
|
Mar 1, 2013 |
2968 |
| Tax practice responsibilities: establishing an ethical culture in a tax practice. |
Fuller, Diane D.; Hyde, Nancy K. |
|
Feb 1, 2013 |
2281 |
| Tax season: cued up and ready? Time to review key provisions for 2012 returns. |
Bonner, Paul |
|
Jan 1, 2013 |
2328 |
| Covered opinion rules withdrawn. |
Wechter, Thomas R. |
|
Jan 1, 2013 |
792 |
| DC currents: amendments to Circular 230 to remove "covered opinion" rules. |
Goldstein, Benson S. |
|
Jan 1, 2013 |
846 |
| Managing public PTIN information. |
Bonner, Paul |
|
Dec 1, 2012 |
729 |
| Covered opinion rules would be eased. |
Meade, Janet A. |
|
Dec 1, 2012 |
487 |
| Assist Financial Group, LLC. - Local Tax Professional Earns Registered Tax Return Preparer Status. |
|
|
Sep 29, 2012 |
308 |
| The Volunteer Income Tax Assistance program. |
|
|
Sep 15, 2012 |
219 |
| H&R Block: Give Us PPACA Regs by April 30, 2013. |
|
|
Sep 11, 2012 |
685 |
| PTIN fees are valid, Federal Court holds. |
Nevius, Alistair M. |
|
Aug 1, 2012 |
349 |
| Tax practice responsibilities. |
Sonnier, Blaise M. |
|
Aug 1, 2012 |
2190 |
| NIIT and Department of Income Tax strengthen partnership to create a certified pool of - Tax Return Preparers (TRPs). |
|
|
Jul 13, 2012 |
704 |
| NYC CPA Firm Launches Online Video Tax Preparation Service. |
|
|
Apr 13, 2012 |
589 |
| What it costs to have your taxes done. |
|
Brief article |
Apr 1, 2012 |
307 |
| PTIN prop. Regs, for supervised nonsigning and non-1040 preparers. |
Nevius, Alistair M. |
|
Apr 1, 2012 |
511 |
| DC currents: the RPO, OPR, and circular 230. |
Goldstein, Benson S. |
|
Apr 1, 2012 |
996 |
| Free tax assistance and the earned income tax credit: vital resources for social workers and low-income families. |
Lim, Younghee; DeJohn, Tara V.; Murray, Drew |
Report |
Apr 1, 2012 |
6733 |
| Tax preparers' liability for incurred interest charges: Eckert decision in California could lead to reduced taxpayer recovery. |
Reif, Brandon; Buha, Steven |
|
Feb 1, 2012 |
1157 |
| The reach of Circular 230. |
Nevius, Alistair M. |
|
Feb 1, 2012 |
572 |
| Tax practice responsibilities: Circular 230: its day-to-day impact on tax practices. |
Purcell, Thomas J., III; Sonnier, Blaise M. |
|
Feb 1, 2012 |
1992 |
| Campus to clients: integrating Circular 230 into the tax curriculum. |
Nellen, Annette; Gardner, John C.; Kastantin, Joseph; Maas, William E. |
|
Feb 1, 2012 |
2881 |
| Jackson Hewitt[R] in Silver Spring Opens Doors for 2012 Tax Season. |
|
|
Jan 12, 2012 |
780 |
| Place Trade CEO, Launches Place Tax to Offer Discount Tax Preparation Services. |
|
|
Jan 6, 2012 |
884 |
| Tax relief and health care acts shape 2011 returns: return preparers face new regulations; information reporting expands. |
Bonner, Paul |
|
Jan 1, 2012 |
3472 |
| PTIN procedures detailed. |
|
|
Jan 1, 2012 |
314 |
| 2010-2011 revisions to circular 230. |
Gardner, John C.; Kastantin, Joseph; Maas, William E. |
|
Jan 1, 2012 |
5631 |
| It's about time: registration and regulation will boost competence and accountability of paid tax preparers. |
Tolan, Patrick E., Jr. |
|
Jan 1, 2012 |
19123 |
| It's about time: registration and regulation will boost competence and accountability of paid tax preparers. |
Tolan, Patrick E., Jr. |
|
Jan 1, 2012 |
13863 |
| MCA Certified Tax Preparers LLC Launches Vpay, the Online Payroll Solution for Small to Midsized Companies. |
|
|
Dec 3, 2011 |
371 |
| IRS issues guidance on fingerprinting, other registered tax return preparer details. |
|
|
Dec 1, 2011 |
815 |
| Tax trends: qui tam payment included in income tax return preparers win partial victory in fraudulent credit scheme case. |
Beavers, James A. |
|
Dec 1, 2011 |
1979 |
| MCA Certified Tax Preparers LLC Earns QuickBooks Affiliate Team Member Status. |
|
|
Nov 29, 2011 |
312 |
| IRS PTIN renewal process opens in October. |
Goldstein, Benson S. |
|
Oct 1, 2011 |
1058 |
| Final regs. governing practice before the IRS. |
Adams, Jordan; Galvin, Karen |
|
Sep 1, 2011 |
1996 |
| 2011 tax research service survey. |
Bonner, Paul |
|
Sep 1, 2011 |
1264 |
| IRS finalizes circular 230 regulations. |
|
|
Aug 1, 2011 |
570 |
| Final Circular 230 Regs. implement preparer registration rules. |
Nevius, Alistair M. |
|
Aug 1, 2011 |
886 |
| Memo addresses treatment of fraudulently altered returns. |
Beavers, James A. |
|
Jul 1, 2011 |
979 |
| Preparer e-file regs finalized. |
|
|
Jun 1, 2011 |
713 |
| IRS issues final regs. and guidance on mandatory e-filing requirements. |
Nevius, Alistair M. |
|
Jun 1, 2011 |
1202 |
| Regulation of tax return preparers. |
Hodes, Rochelle; Snow, Danny; Swails, J. Edward; VanDeveer, Mark |
|
May 1, 2011 |
6368 |
