Tax Resources

To protect against identity theft, IRS adds additional protections to Centralized Authorization File, Transcript Delivery System; changes designed to protect sensitive tax pro, taxpayer information

By Admin Agarrett | May 8, 2024

With identity theft and refund fraud an ongoing concern, the Internal Revenue Service today highlighted additional protections for tax professionals being taken to increase security for the Centralized Authorization File (CAF) program and placed new guidelines on requesting client transcripts by phone.

Treasury, IRS issue frequently asked questions regarding disaster relief related to retirement plans and IRAs

By Admin Agarrett | May 3, 2024

The Internal Revenue Service today issued frequently asked questions (FAQs) in Fact Sheet 2024-19, relating to rules for distributions from retirement plans and IRAs and for retirement plan loans, for certain individuals impacted by federally declared major disasters.

IRS Updates List of Automatic Accounting Method Changes

By Admin Agarrett | April 30, 2024

The IRS recently issued Rev. Proc. 2024-23, providing an updated list of changes in tax accounting methods to which the automatic change procedures in Rev. Proc. 2015-13, as subsequently modified, apply.

TSCPA Franchise Tax Update

By Admin Agarrett | April 26, 2024

On Thursday, April 25, 2024, the 113th General Assembly adjourned sine die.

IRS releases final guidance on transfers of certain credits under the Inflation Reduction Act

By Admin Agarrett | April 25, 2024

The Department of Treasury and Internal Revenue Service issued final regulations today describing rules and definitions for the transfer of eligible credits in a taxable year, including specific rules for partnerships and S corporations.

Treasury and IRS announce new regulations on corporate stock repurchase excise tax

By Admin Agarrett | April 9, 2024

The Department of the Treasury and the Internal Revenue Service today issued proposed regulations that would provide taxpayers and tax professionals with new guidance concerning the one percent excise tax owed on corporate stock repurchases.

IRS Announces Changes to Delivery Methods for Transcripts

By Admin Agarrett | April 9, 2024

As part of the IRS’ effort to continue combatting identity theft and protecting taxpayers’ personal information, the agency announced it will be making changes that will impact how tax professionals receive transcripts.

Get ahead of the tax deadline; act now to file, pay or request an extension

By Admin Agarrett | April 2, 2024

With the April 15 tax deadline approaching, the IRS reminds taxpayers there is still time to file their federal income tax return electronically and request direct deposit.

Beneficial Owner Reporting: Our Role as Trusted Advisors

By Admin Adavis | March 15, 2024

The Anti-Money Laundering Act of 2020, enacted on Jan. 1, 2021, contained the first-ever federal requirement for certain legal entities to identify and report their beneficial owners, also known as the Corporate Transparency Act (CTA).

March 22 deadline approaching to resolve incorrect Employee Retention Credit claims; IRS urges businesses to review questionable claims to avoid future compliance action

By Admin Agarrett | March 15, 2024

With a key March 22 deadline rapidly approaching, the Internal Revenue Service renewed calls for businesses to review the Employee Retention Credit (ERC) guidelines to avoid future compliance action for improper claims.

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