Introducing Protection Plus: A New Layer of Support Audit Defense and Identity Theft
We have partnered with Protection Plus to enhance IRS notice resolution included with our Audit Defense service, plus added Identity…
Wisconsin QCD Audit Notices: What You Need to Know
Many WI taxpayers have received unexpected QDC Audit Notices, most of which are erroneous. What do you need to know…
The End of Paper Refund Checks: What Taxpayers, Businesses, and Fiduciaries Need to Know
The IRS is officially phasing out paper refund checks beginning September 30, 2025. In addition, the cutoff date for enrollment…
The Trust Scheme That Just Won’t Die: Why IRC Section 643 Isn’t Your Tax Escape Hatch
A trust promising to eliminate capital gains taxes through the “right” trust structure? If that sounds too good to be…
Tax Extensions: Beneficial Strategy or IRS Red Flag?
Filing a tax extension is a common—and often smart—move for many taxpayers. Yet despite how routine it is, tax extensions…
Lump-Sum Social Security Payments: What You Need to Know About WEP/GPO and Taxes
If you’ve been impacted by the WEP or GPO, you may be getting a lump-sum payment from the Social Security…
Time’s Almost Up: $1 Billion in Unclaimed 2021 Tax Refunds Expire April 15
If you or someone you know hasn’t filed a 2021 tax return yet, there’s more than a billion dollars in…