Tax School Blog

Practical tax insights for working tax professionals.
Written by tax professionals for CPAs, EAs, and tax preparers.

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What Questions Should You Ask New Tax Clients?

This week’s blog focuses on the importance of exercising due diligence when taking on new tax clients by asking questions regarding their previous tax returns that could impact current tax…

First Week of Filing Season Report Card

Tom O’Saben issues a first week of filing season report card for this year’s tax season. For clients so far this tax season they receive an “A” for being well…

RMD Changes in 2022

In this week’s blog, Tom O’Saben discusses the new RMD tables for 2022 that impact how much must be withdrawn from IRAs and qualified plans each year. Tom also reminds…

Get IRS Tax Information Fast with the Online Taxpayer Account

Subscribe to Blog Guest bloggers, Larry Gray and Debby Cook (AGC Solutions), demo how the online IRS portal makes it easy and fast for taxpayers to get information they need…

Steps to Set Up a Taxpayer Online Account If Your Client Didn’t Receive IRS Letter 6419

What can your client do if they didn’t receive IRS Letter 6419 in the mail regarding their advanced child tax credit payment information? Guest bloggers Larry Gray and Debbie Cook…

IRS Letter 6419 Explained (Child Tax Credit)

Are you curious about the new IRS Child Tax Credit Letter 6419 is and what you’ll need to do with it when you receive it in the mail? Guest bloggers…