Than my colleague (and employer at Think Outside the Tax Box), Dominique Molina. She has written an “Open Letter To Tax Clients” that is a must read. You can find it here.… Read More
If you’ve been reading, it’s clear that I’ve been at peak season crankiness for a while. As with much of my whisky drinking, donut eating internet persona, there’s a lot of hyperbole in the blog. I’m not nearly as grouchy as I sometimes seem when I write. By and large, at least in my practice,… Read More
I fired another client this morning. And I fired two more earlier this week. And I’ve got three more on a short list. And, while I don’t feel great about it, I don’t feel particularly bad either. Why? Because the situations these clients create in my office are a drain on my mental health. Mental… Read More
Here’s a pro tip that just might save your (tax) life this filing season. Your #taxpro is not amazon dot com and “Where’s my stuff?” questions not only will often go unanswered they may get your job moved to the bottom of the work pile and/or placed on extension (which is not an audit flag,… Read More
Content Warning: “Strong” Language Today is the deadline for pass-thru entity (PTE) returns and #taxpros are getting salty. Like dead fish encased in brine salty. The tough, crusty, dried up jerky kind of salty, not the useful in small quantities anchovy kind of salty. Even those of us who don’t do many PTE returns are… Read More
I got to be on the TaxGirl podcast! And—I wrote a chapter in this book: … Read More
[Originally published on Forbes.com] At this point it should not be news to taxpayers that the last two filing seasons have been hard on tax professionals and that this season is not showing any signs of improvement. Still, it’s tax season and taxpayers need to be able to communicate with their tax professionals to ensure… Read More
According to the IRS, they are “opening mail within normal timeframes and all paper and electronic individual refund returns received prior to April 2021 have been processed if the return had no errors or did not require further review. As of December 31, 2021, we had 6 million unprocessed individual returns. Unprocessed individual returns include… Read More
The full story is available here [may be paywalled]. The gist is that cybercriminals are sending e-mails posing as the United States Postal Service saying that you missed a delivery. You didn’t. But clicking the “linked invoice” which you are then supposed to present at your local post office takes you to a ZIP file… Read More
[Originally published on Forbes.com] John Sheeley couldn’t believe what he was hearing. He was listening to brand new IRS Commissioner Charles Rettig deliver a keynote address at a tax conference in the summer of 2019. Commissioner Rettig told the group of tax professionals that, in addition to the obvious staff shortages and budget cuts, another… Read More