There’s a new way to show your federal tax compliance status without sharing your entire tax return. On Aug. 20, 2026, the IRS announced a digitally authenticated Tax Compliance Report. The report is designed for situations in which an employer, lender,...
It’s tax time again. Forms are arriving. Logins are unlocking. Coffee is brewing. Here’s a quick, practical rundown of what matters for your 2025 return (filed in 2026) and a few simple steps to make filing smoother. New and notable this season One, Big, Beautiful...
It’s holiday shopping season. It’s also the warm-up for tax season. Two quick updates to know this December. Security push this week The IRS and state tax agencies are using early December to promote National Tax Security Awareness Week. The message is simple: thieves...
Two of the most widely used credits — the American Opportunity Tax Credit (AOTC) and the Lifetime Learning Credit (LLC) — may offer significant opportunities to reduce a client’s federal income tax liability. This article provides an overview of these credits,...
An Identity Protection PIN (IP PIN) is a six-digit number issued by the IRS to safeguard your federal tax return from identity theft and fraud. It ensures that only you, or someone you authorize, can file a tax return using your Social Security Number or Individual...
