Tax preparation

Representatives of the small-firm organization made their annual trip trek to D.C. to present reforms that would help members and their clients.

The Trump administration’s proposals may create opportunities for practitioners.

The Internal Revenue Service is pilot testing a new program for conducting correspondence examinations of taxpayers using secure messaging technology that will also include their tax practitioners who have power of attorney.

More expenses than wages; fake medical, education deductions; stealing from the elderly and veterans; and other highlights of recent tax cases.

Summer plans; evaluating clients; succession planning; e-wills; other highlights from our favorite tax bloggers.

H&R Block’s use of IBM’s Watson technology this past tax season is only one sign of the increasing involvement of artificial intelligence in tax preparation, with even Big Four firms like PricewaterhouseCoopers making major investments in AI for servicing their tax clients.

IRS experience is no shield from jail; $6 million in bogus deductions; ignoring injunctions; and other highlights of recent tax cases.

Deduction alternatives; the death of Medicare tax; a phony Social Security number; other highlights from our favorite tax bloggers.

The tax prep chain saw 4 percent revenue growth, and a 6.6 percent jump in same-store sales.

The due date for applying has been set at June 20.

Preparer, politician, prisoner; fake losses and deductions; and other highlights of recent tax cases.

Deductions for state and local taxes; ‘stealing from the dead;’ how to do away with refundable credits; and other highlights from our favorite tax bloggers.

H&R Block said that its e-filings were down for tax season, but that it still gained in market share.

There are nine spots open for stakeholders starting in January 2018.

The new look is aimed at centering the company’s tax automation software rather than outsourcing services.

Fake financial instruments, 26 states and $9 million, and other highlights of recent tax cases.

Tax breaks for the profitable; how long to keep tax docs; unenrolled preparers; analytical procedures for auditors; other highlights from our favorite tax bloggers.

New rules let those living overseas get the numbers from certified acceptance agents.

False losses claimed; kids’ IDs for sale; ‘lavish lifestyle’ becomes eight months in jail; and other highlights of recent tax cases.

H&R Block's Jim Buttonow shares the shake-ups in how the service collects what's owed.