Don't Cool Off Yet: Post-Tax Season Actions That Matter
About this episode
Roger and Annie kick off post-tax season with a checklist of what to do now — from chasing down e-file rejections to evaluating your firm's clients, staff, and workflow while it's all still fresh. They also cover the latest OBBA updates on No Tax on Tips, key IRS filing season stats from the April 15th Congressional hearing, and an urgent reminder about the Kwong v. United States penalty relief deadline that's closer than you think.
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Chapters
- (00:00) - Welcome to Federal Tax Updates
- (00:56) - How Filing Season Went
- (03:07) - E File Perfection Period
- (05:28) - Avoid Rejection Penalties
- (06:27) - Post Season Firm Review
- (08:49) - Staff Clients Tech Tune Up
- (11:28) - Receivables And Reality Check
- (14:28) - Extensions And Client Capacity
- (17:21) - Kwong Case Penalty Relief
- (22:00) - How To File Form 843
- (24:00) - Finding Penalties And Advising Clients
- (26:08) - Refund Tips Appeal Risk
- (28:15) - Appeal Or Move On
- (29:28) - Find Claims And Notify Clients
- (31:00) - Value Price The Filing
- (32:55) - No Tax On Tips Update
- (36:54) - Trump Accounts Stats
- (39:27) - Refund Credit Goes To Preparers
- (41:23) - IRS Hearing Highlights
- (46:55) - Budget Cuts And Tax Gap
- (51:53) - Wrap Up And DC Teaser
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Roger Harris
Annie Schwab
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