All taxpayers now eligible for Identity Protection PINs

IRS YouTube Video:
Get an Identity Protection PINEnglish | Spanish

WASHINGTON – The Internal Revenue Service today expanded the Identity Protection PIN Opt-In Program to all taxpayers who can verify their identities.

Read more


Although we truly missed seeing everyone at our in-person seminar event, we realize that the benefit of reaching more of our clients in this online platform for 2020 may be one silver lining to the adaptations we have all had to make this year.

Read more

Top 4 Ways to Secure Your Wintax Data

1. Windows Lock Screen – One of the simplest ways to protect your data is to lock your computer after it has idled for a short time. Enabling this is simple. Push your windows start button and type the words ‘Screen saver.’ Then, choose the option for turning on the screen saver, or changing the screen saver. You should see a screen similar to the image below.

Read more

Special $300 tax deduction helps most people give to charity this year – even if they don’t itemize

WASHINGTON – The Internal Revenue Service today reminded taxpayers of a special new provision that will allow more people to easily deduct up to $300 in donations to qualifying charities this year. Read more

Get Ready for Taxes: Get ready now to file 2020 federal income tax returns

WASHINGTON – The Internal Revenue Service today encouraged taxpayers to take necessary actions this fall to help them file their federal tax returns timely and accurately in 2021, including special steps related to Economic Impact Payments.

This is the first in a series of reminders to help taxpayers get ready for the upcoming tax filing season. A special page, updated and available on, outlines steps taxpayers can take now to prepare for the 2021 tax return filing season ahead.

Read more

Circular 230, Publication 947 available in Spanish for tax pros for the first time


IR-2020-246, October 27, 2020

WASHINGTON — As part of an ongoing initiative to provide information and assistance to underserved communities more effectively, the Internal Revenue Service announced today that it is making two key publications designed for tax professionals available in Spanish.

Read more


Did you know you can change where your PDF files go when you archive them?

Read more

Bank Product Integration

The ability to provide a variety of options for the payment of your preparation fees, as well as provide other financial products your clients may be interested in, is important to many tax professionals. Many look to bank products to provide that flexibility.

Read more

How to Grow Your Practice by Sharing Your Expertise

If growing your tax practice is a top priority, we applaud you and are excited to see your success. We all know it can be conflicting as to where to start your efforts in refining your business-building practices. A strong foundation of basic areas to focus on can be found in my article “The Top 5 Ways to Keep Yourself Essential”. The “5 E’s” of 1. Share your Expertise, 2. Show you Empathize, 3. Be Evident, 4. Exceed Expectations, and 5. Hire an Expert, is the best place to start your brainstorming.

Read more


This year has been one for the history books! Years down the road we wonder if our grandchildren and great grandchildren will look at us in awe as we talk about 2020. One of the funniest memes we saw was from the movie “Back To The Future”. It has Marty and Doc working with the DeLorean and it just says “Rule Number 1 – Never Set It To 2020.”

Read more