Tax Tools for Your Clients

Tax Tools for Your Clients

Nov 26, 2014

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 –...
IRS 1040 E-File Shutdown/Cutover Schedule

IRS 1040 E-File Shutdown/Cutover Schedule

Nov 12, 2014

The shutdown is coming earlier this year in order to make preparations for reprogramming the 2015 tax season. Note that acknowledgments may be delayed slightly, so you will want to watch these dates to make sure you receive them before they are no longer available....
Excitement Stirs Over Green Dot ? TPG Binding

Excitement Stirs Over Green Dot ? TPG Binding

Oct 24, 2014

Due to the Green Dot merger TPG will now be able to give it’s clients industry leading financial products. The feedback from both existing and new customers has been very positive as they are excited to take advantage of all of the new benefits that will be available...
The IRS Annual Filing Season Program (AFSP)

The IRS Annual Filing Season Program (AFSP)

Oct 6, 2014

The IRS designed this program to allow tax preparers to voluntarily take this program which will give them knowledge and skills that will be valuable to their clients. This will prove to taxpayers that you took the time to broaden your knowledge to meet their needs....
Direct Deposit Limits

Direct Deposit Limits

Oct 6, 2014

It is no secret (we hope) that there have been so many victims of fraud the past year that something needs to be done. The IRS has come up with a way to help fight back against these scammers. Effective January 2015, there will be a limit of three refunds that can be...