Tax Preparer Blog

UltimateTax Blog

Scam Targets Tax Preparers

Scam Targets Tax Preparers

The IRS has issued a warning to alert tax preparers about fraudulent emails that are being sent to target tax preparers specifically. The email asks you to update your e-Services information and the links included are to a phishing scam which will capture your...

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800,000 Incorrect Tax Statements

800,000 Incorrect Tax Statements

The 1095-A is the tax statement in question and anyone who purchased a health care plan through the Marketplace will receive one. Included in this tax statement is the amount paid in monthly premiums, which is where the mistake was made. Some of the premiums figured...

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Using The Return Query For Up To Date Return Info

Using The Return Query For Up To Date Return Info

Checking the status of any return is very easy to accomplish. Below are the steps in the program to ensure your statuses are up to date and correct. Inside the program – please go to Communications >> Get Acks & Updates or Click the “Get Acks &...

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2015 ? American Opportunity Credits ? DELAYED

2015 ? American Opportunity Credits ? DELAYED

From our inside sources we are hearing that the IRS will be holding refunds with the American Opportunity Tax Credit. The word is that the IRS is going to wait till mid May so they can verify the information on the 1098-T form with with institution. This day and age...

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IRS Bitter About Budget

IRS Bitter About Budget

It seems that IRS Commissioner John Koskinen is too busy steaming over the IRS budget cuts to worry about the Republicans and Democrats battling over the tax extenders. He states “Our (The IRS) job is tax administration; we’re not the tax policy people.” Koskinen adds...

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Obama Threatens to Veto Tax Extenders

Obama Threatens to Veto Tax Extenders

As attempts to wrap up permanent tax-break extensions for corporations, college students and residents of states without income taxes were in progress. Obama stepped in and voiced his concern that these proposed tax extensions would not benefit low-income families at...

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Ebola Chartity and Expense Tax Breaks

Ebola Chartity and Expense Tax Breaks

President Obama finally addressed the public stating that the Ebola Virus outbreak in West Africa is a public health emergency,a humanitarian crisis, and a national security priority. His belief is in order to keep us safe here at home, we need to stop it at the...

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Tip Areas Hit By Scam Calls

Tip Areas Hit By Scam Calls

Even if the caller ID shows the call is from the Internal Revenue Service, don’t believe it! These con artists that are targeting innocent taxpayers have spoofed the IRS phone numbers which can actually be routed from anywhere in the US. The crooks will either call...

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Tax Tools for Your Clients

Tax Tools for Your Clients

Here are a few tools that your clients may or may not fully comprehend. If you can help them understand the possible benefits then they may be able to do some of this research themselves and know what to do to better their tax future. Contributions to 401K –...

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Use the best professional tax software available, whether you run a small practice or a large corporation. There are a variety of tax preparation options available today; however, you should select one that is tailored to your clients' specific requirements....

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