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Tax-law updates, filing-season guidance and practical strategies for the professionals behind every return.
Insight for your next client conversation.
What tax professionals should be watching before filing season opens
The 2026 numbers that change the returns you’ll prepare in 2027, and what to do about them before the first client walks in.
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OBBBA: separate the 2025 changes from your 2026 planning
A practical way to organize the law changes, new deductions and reporting updates before the next filing season.
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Qualified overtime in 2026: review the premium, not all overtime pay
Separate eligible FLSA overtime from payroll labels and use the new reporting details in your review.
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The 2026 SALT cap: $40,400 is a ceiling, not a guarantee
Review itemizing, income-based reductions and the tax year before quoting the larger deduction.
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The 2026 W-4: a withholding checkup, not just a new form
The updated deduction worksheet creates a timely reason to review payroll withholding with clients.
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Your WISP and security baseline before filing season
A written information security plan isn’t optional, and your PTIN renewal asks about it.
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Plan tax-season capacity before your calendar fills up
Build a realistic appointment plan around preparation, review and follow-up—not just the number of clients.
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Turn last season’s clients into this season’s referrals
Your happiest clients are your cheapest marketing channel, if you make referring easy.
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When client information conflicts: document the follow-up
A repeatable way to resolve inconsistent answers and leave a useful record for the reviewer.
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30 days to a clean opening day: the pre-season checklist
PTIN, EFIN, software, engagement letters and pricing. Everything that has to be done before the first return.
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Make your secure client portal part of the workflow
Reduce document chasing and risky email habits with a portal process clients can actually follow.
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Bring past clients back with a useful pre-season check-in
A focused outreach plan that helps former clients take the next step without promising a bigger refund.
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Pricing for the new season: from per-form fees to packages
Per-form pricing makes clients nervous and makes your revenue unpredictable. Packages fix both.
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Reading the 2026 W-2: codes TP, TT, TA and the new Box 14b
The redesigned W-2 carries the numbers your clients need for the tips and overtime deductions. Know where to look.
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Keep your pipeline warm before January
A six-week pre-season campaign that books appointments without posting every day.
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Form 8867 without the guesswork: the four requirements
EITC, CTC/ACTC/ODC, AOTC and head of household each carry their own penalty exposure. Here’s how to stay clean.
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What tax professionals should be watching before filing season opens
The 2026 numbers that change the returns you’ll prepare in 2027, and what to do about them before the first client walks in.
Read · 3 min →
Documenting the tips and overtime deductions: a preparer’s playbook
These deductions aren’t on Form 8867, but your duty to ask questions still applies.
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Choosing professional tax software: 7 questions before you buy
Price per year isn’t the real cost. Per-return fees, missing forms and slow support are.
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Build review into your workflow before the signature
Quality control belongs before the return reaches the client, not after the IRS letter arrives.
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The new 1099 thresholds: $2,000, $20,000 and what clients will stop receiving
Information reporting thresholds moved for the first time in decades. Fewer forms doesn’t mean less taxable income.
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