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Help Wanted - EA or CPA - Long Beach

9/9/2021
Small close-knit group is seeking a full-time seasonal EA or CPA with 5 years' experience, for in-office/remote work.

Help Wanted - Experienced EA or CPA for Bookkeeping and Tax - Roseville

9/7/2021
Placer County tax office is looking for an experienced CPA or EA to join our team either seasonally or preferably full-time. Our office offers income tax preparation, financial planning, bookkeeping and payroll processing.

Disaster Unemployment Assistance Approved for Dixie and River Wildfire Victims

9/3/2021
Individuals who lost work or self-employment as a direct result of the Dixie Fire in Plumas and Lassen Counties, and the River Fire in Placer and Nevada counties, are now eligible to apply for federal DUA benefits.

Recovery Rebate Credit FAQ Update

9/3/2021
IRS has added Topic G, Correcting issues after the 2020 tax return is filed, to its Recovery Rebate Credit Q&A page.

Special Per Diem Rates

9/3/2021
Notice 2021-52 announces the special per diem rates effective October 1, which taxpayers may use to substantiate the amount of expenses for lodging, meals, and incidental expenses when traveling away from home.

September is National Preparedness Month

9/3/2021
During National Preparedness Month, IRS is reminding taxpayers to create or update their emergency preparedness plans, make sure financial documents are secure, and create lists of property.

Help Wanted - Experienced EA or CPA - San Jose

9/1/2021
Established tax and financial firm is seeking an experienced EA or CPA to join our team. Must have at least 5 years' experience with both individual and corporate tax returns.

Income Verification Express Service Automation Clarification

8/27/2021
IVES is modernizing its processing to implement Optical Character Recognition (OCR) software for reading Form 4506-C. The OCR software is expected to go live in October.

EDD Waiting Week for Unemployment Benefits Waived in Case of Disaster

8/27/2021
Generally, there is a non-payable one-week waiting period for individuals obtaining UI. However, Governor-declared emergencies waive the waiting period for regular UI benefit payments to eligible individuals affected by current disasters.

New Filing Information Returns Electronically Online Application

8/27/2021
A new online application for the FIRE system, Information Returns (IR) Application for Transmitter Control Code (TCC), is scheduled to launch on September 26.

SBA Supplemental Shuttered Venue Operators Grant Update

8/27/2021
SBA will begin sending invitations for supplemental awards for the SVOG program within the next two weeks.

IRS Tax Deadlines Extended for California Wildfire Victims

8/27/2021
The White House has approved a Presidential Major Disaster Declaration for the Dixie and River wildfires, making federal funding available to individuals in Lassen, Nevada, Placer and Plumas counties.

Office Space Available - Seal Beach

8/24/2021
Are you looking for a tax office to share? I have a custom designed professional tax office available, in a suite in The Shops at Rossmoor Shopping Center in Seal Beach, CA.

Paycheck Protection Program Direct Borrower Forgiveness Portal Exceeds Expectations

8/20/2021
Since the PPP Direct Borrower Forgiveness Portal opened on August 4, the SBA has received more than 340,000 submissions from borrowers with PPP loans of $150,000 or less.

Update Address Feature Now Available on Child Tax Credit Portal

8/20/2021
IRS has launched a new feature allowing families receiving monthly Child Tax Credit payments to update their mailing address via the Child Tax Credit Update Portal.

IRS Payment P.O. Boxes Closing in 2022

8/20/2021
Beginning January 1, 2022, IRS will close several individual payment P.O. boxes (also called lockbox addresses) in the San Francisco, CA and Hartford, CT areas.

Help Wanted - Enrolled Agent - Burbank

8/17/2021
Enrolled Agent position open in a small CPA practice. Must be able to work in Burbank, although some remote hours are available. 1-3 years of experience required; will consider applicants for EA exam.

Help Wanted - Experienced EA or CPA - Los Alamitos

8/17/2021
Established income tax and wealth management business is seeking experienced EA or CPA to join our team and take over preparation of approximately 250 established client tax returns, with ample opportunity to expand and grow.

IRS Math Error Notices

8/16/2021
Five million IRS Math Error Notices sent this filing season did not include language informing the taxpayer of the right to request an abatement.

Families Now Receiving August Child Tax Credit (CTC) Payments

8/16/2021
Millions of families are now receiving advance CTC payments for the month of August, as direct deposits begin posting in bank accounts and checks arrive in mailboxes.

FTB's Top 500 Past Due Balances

8/16/2021
FTB is required by law to publish twice a year a list of the 500 largest tax delinquencies in excess of $100,000.

Help Wanted - EA or CPA - Encino

8/10/2021
Small EA office is looking for an EA or CPA tax preparer with at least 3 years' experience with Lacerte and QB. Must have full knowledge of 1040, 1120s and 1065 LLC with Lacerte, and hands-on with QB.

Employer Identification Number (EIN) Update Reminder

8/6/2021
Starting this month, IRS will begin sending letters to approximately 100,000 EIN holders whose responsible party appears to be out of date.

Guidance on the Employee Retention Credit

8/6/2021
IRS has issued further guidance on the Employee Retention Credit, including guidance for employers who pay qualified wages after June 30, 2021, and before January 1, 2022.

Heavy Highway Vehicle Use Tax Deadline is August 31

8/6/2021
The deadline to file Form 2290, Heavy Highway Vehicle Use Tax Return and pay the tax is August 31, for vehicles used on the road during July 2021.

Help Your Clients Combat Unemployment-Related Identity Theft

8/6/2021
In 2020, many taxpayers received Forms 1099-G for compensation they did not receive. Take these steps to help clients who are victims of unemployment compensation fraud.

Practice for Sale, $300,000 - Oroville

8/4/2021
My practice has been established in Oroville for 33 years. 700 individual returns and 50 business returns. I also own the business building, and will sell the building or rent it.

Help Wanted - Experienced CPA or EA - North San Diego County

8/3/2021
North San Diego County tax office is looking for an experienced CPA or EA to join our team either seasonally or preferably full-time year-round. Our office offers income tax preparation, financial planning, bookkeeping and payroll processing.

Market Yourself and the Enrolled Agent Designation

7/29/2021
The Public Information and Awareness (PIA) Committee has developed several PowerPoint presentations that Members can use to market themselves to specific industries.

Paycheck Protection Program Direct Forgiveness Portal Coming Soon

7/29/2021
On August 4, SBA will launch an application portal allowing borrowers with PPP loans of $150,000 or less, through participating lenders, to apply for forgiveness directly through SBA.

IRS Continues Unemployment Compensation Adjustments

7/29/2021
IRS announced this week that another 1.5 million taxpayers will receive refunds averaging more than $1,600, as IRS continues to adjust unemployment compensation from previously filed income tax returns.

EDD Update on Debit Card Security

7/29/2021
EDD continues to work with Bank of America to ensure the continuity and security of debit card services for payment of unemployment, disability, and Paid Family Leave insurance benefits.

Help Protect Your Clients from Tax-Related Identity Theft

7/29/2021
IP PINs help prevent identity thieves from filing tax returns using stolen Social Security numbers, and are now available to anyone who can verify their identity.

Help Wanted - Experienced Tax Preparer - San Leandro

7/29/2021
Small tax preparation and accounting practice in San Leandro is looking for a part-time experienced tax preparer to work year-round, with more hours during tax season. In-office job – great for semi-retired or part-time person. Lacerte is a plus.

Tax or Accounting Practice Wanted for Purchase - Within 25 Miles of Encino

7/28/2021
I'm an EA located in Encino, CA. If you're thinking of retirement and want to sell your practice, please contact me. I'm well qualified with lots of tax knowledge, great management skills, and fantastic, well-trained staff.

Help Wanted - EA or CPA - Yuba City

7/28/2021
Immediate opening for tax professional EA or CPA. Potential ownership in the near future. This is a full-time position year-round. Must be experienced in personal, corporate, partnership and LLC returns.

IRS Launches Tax Pro Accounts

7/23/2021
Tax professionals can now digitally initiate Powers of Attorney (POAs) and Tax Information Authorizations (TIAs) with IRS’s new Tax Pro Account. These digital authorization requests are simpler versions of Forms 2848 and 8821.

IRS Urges Tax Pros to Use Multi-Factor Authentication

7/23/2021
With security incidents on the rise, IRS is urging tax professionals and taxpayers alike to use multi-factor authentication, which is available on tax software products to help protect against identity and data theft.

Taxpayer Digital Communication Initiative

7/23/2021
The goal of IRS’s Taxpayer Digital Communication Initiative is to implement tools that make it easier for taxpayers to engage with IRS. This includes secure messaging, real-time text chat, and Outbound Notification.

Help Wanted - Tax Professional - Chico or Los Altos Area

7/20/2021
Seeking a tax professional for Individual and Entity Tax engagements. Our substantially paperless office requires computer literacy and excellent communication skills for both live and virtual client/staff interface.

Refunds for Unemployment Compensation Overpayments

7/16/2021
IRS issued another round of refunds this week to nearly four million taxpayers who overpaid their taxes on unemployment compensation received last year.

Two-Thirds of Californians to Receive Golden State Stimulus Payments

7/16/2021
Under the second stimulus package approved by Governor Newsom on Monday, roughly two-thirds of Californians can expect a $600 payment, thanks to the second phase of the Golden State Stimulus.

Beware of Child Tax Credit Scams

7/16/2021
Identity thieves are using advance payments of the Child Tax Credit as bait to get people to give up their personal information.

Monthly Child Tax Credit Payments Begin

7/16/2021
The first batch of advance monthly Child Tax Credit payments, worth roughly $15 billion, reached about 35 million families on July 15. About 86 percent of payments were sent by direct deposit.

Coronavirus Economic Relief for Transportation Services FAQs

7/9/2021
Established by the Consolidated Appropriations Act of 2021, the CERTS Program was created to support transportation service providers affected by COVID-19.

IRS Penalty Guidance Page Updated

7/9/2021
IRS has redesigned and expanded its penalty guidance content page. Get information about many common penalties.

Extended Relief for Employer Leave-Based Donation Programs

7/9/2021
IRS has extended tax relief for calendar year 2021 for employers whose employees forgo sick, vacation or personal leave because of COVID-19.

Avoid These Common Errors When Requesting Advance Payments of Employer Credits

7/9/2021
Help your clients avoid errors and processing delays when completing Form 7200, Advance Payment of Employer Credits Due to COVID-19 by double-checking these key items.

California Budget Trailer Bills Include Important Tax Provisions

7/2/2021
On June 28, Governor Newsom and California legislators announced an agreement on a new 2021-2022 budget. Included in the agreement are a number of trailer bills that contain several major tax-related items.

Families Can Now Update Direct Deposit Information for Monthly Child Tax Credit Payments

7/2/2021
IRS has upgraded the Child Tax Credit Update Portal to enable families to update their bank account information, so they can receive their monthly Child Tax Credit payment. Any updates made by August 2 will apply to the August 13 payment.

Advance Child Tax Credit Payments FAQ Update

6/29/2021
Two new topics have been added to the 2021 Child Tax Credit and Advance Child Tax Credit Payments FAQs, regarding unenrolling from advance payments and identity verification.

New Advance Child Tax Credit Tools

6/29/2021
IRS has launched two new online tools to help families manage and monitor advance monthly payments of the Child Tax Credit. These are in addition to the Non-filer Sign-up Tool, which was launched last week.

Help Wanted - EA Opportunity - San Diego

6/23/2021
San Diego tax and accounting firm is seeking an EA with a minimum of three years of experience preparing 1040, 1065, 1120-S, 1120-C, 1041, 5471, and FinCEN Form 114 - hiring immediately. UltraTax and Spanish speaking a plus!

New Child Tax Credit Non-Filer Sign-Up Tool

6/22/2021
IRS has launched a Non-filer Sign-up tool to help families who don't normally file tax returns register for monthly Advance Child Tax Credit payments. Payments are scheduled to begin on July 15.

IRS Collection Programs to Resume Normal Operations

6/22/2021
IRS's automated lien and levy programs have been idle since April 2020. With the recent progress in controlling the pandemic, IRS plans to return to its normal collection casework processes later this summer.

Help Wanted - EA or CPA - San Francisco

6/17/2021
Tax preparer with experience with individual, corporation and partnership returns is required. This is not an entry level position - at least 5 years of hands-on experience required. Full time with benefits but possible part time position also.

Tax Preparation Career - Walnut Creek

6/16/2021
Are you a great tax professional? Stern & Associates, an EA Tax Preparation Firm in Walnut Creek & San Francisco is seeking an experienced full-time and/or a part-time Enrolled Agent or CPA. This is an in-office position at the Walnut Creek location.

CDTFA New Sales and Use Tax Rates

5/28/2021
A number of tax rate changes will be implemented in various cities and counties throughout the state starting July 1.

FTB Update on AB 80

5/28/2021
FTB added some information to its website today regarding AB 80 and forgiven loans, addressing income exclusion and business expense deductions.

Advance Child Tax Credit for Non-Filers

5/24/2021
Revenue Procedure 21-24 provides two procedures for individuals, who are not otherwise required to file 2020 federal income tax returns, to file returns in order to receive: Advance Child Tax Credit payments and more.

EDD Guidance on New ID.me Identity Verification

5/24/2021
Californians filing a new claim through UI Online must prove identity through ID.me. EDD has produced another AskEDDy video to help claimants get through the ID.me validation process more smoothly.

Child Tax Credit Payments to Begin on July 15

5/24/2021
The first monthly payment of the expanded and newly advanceable Child Tax Credit from the American Rescue Plan will be made on July 15.

Premium Assistance and Tax Credit for Continuation Health Coverage

5/24/2021
The American Rescue Plan provides a temporary 100 percent reduction in the premium that individuals would have to pay when they elect COBRA continuation health coverage, following a reduction in hours or an involuntary termination of employment.

IRS to Terminate Inactive EAs Who Haven't Renewed

5/10/2021
IRS has begun sending letters to EAs with SSNs ending in 7, 8, 9, or no SSN, who have not renewed for the 2018 and 2021 cycles.

FTB 2020 Tax Return Changes

5/10/2021
Two important updates affecting the 2020 filing season have been posted to FTB’s website regarding Advance Child Tax Credit Payments, and In-Home Support Services and CalEITC.

SBA Stops Accepting Paycheck Protection Program Applications

5/10/2021
SBA has informed lenders that the PPP general fund is out of money. The application deadline had been extended for an additional two months, through May 31, to allow borrowers time to apply for the loans.

Form 1040 Processing Timeframes

5/10/2021
IRS is now opening mail within normal timeframes, and has also made significant progress in processing prior year returns. Unprocessed returns include those requiring correction or validation.

Governor Newsom Signs Paycheck Protection Program Conformity Bill

5/4/2021
Governor Newsom has signed AB 80, bringing California into partial conformity with federal law.

IRS Extends Deadline to Respond to Continuing Education Audit Letters

5/4/2021
In consideration of the extended tax filing season, EAs receiving CE audit Letter 5781 now have 60 days from the date of the letter to respond.

Advance Child Tax Credit Payments

5/4/2021
Advance payments of the 2021 Child Tax Credit will be made regularly from July through December to eligible taxpayers who have a main home in the United States for more than half the year.

2021 Allowable Living Expense Standards

5/4/2021
IRS has posted the 2021 ALE standards, which are designed to reduce subjectivity when determining the basic living expenses a taxpayer can claim.

SBA Restaurant Revitalization Fund Application Portal Now Open

5/4/2021
SBA began accepting applications for the Restaurant Revitalization Fund on May 3. The application portal will remain open until all funds are exhausted.

Draft Schedules K-2 and K-3 Released

5/4/2021
The Treasury and IRS have released updated early drafts of new Schedules K-2 and K-3 for Forms 1065, 1120-S, and 8865 for tax year 2021 (filing season 2022).

Practitioner Priority Service Transcript Request Issues

5/4/2021
IRS has received complaints from tax preparers with Forms 8821 on file that transcript request calls are being transferred to the Automated Collection System.

Unemployment Compensation Exclusion FAQs

5/3/2021
IRS has posted unemployment compensation exclusion FAQs on several topics, including eligibility regarding taxpayers who are MFS in a community property state.

FTB Update on Unemployment Compensation Exclusion

4/30/2021
FTB will be correcting accounts for specific taxpayers who filed their state return prior to the IRS’ revision to exclude unemployment compensation.

Guidance on FTB Identity Verification Notices

4/30/2021
The recent influx of FTB 4734D and 3904 notices are not the result of any altered processes, and there has been no change in the number of notices that have gone out compared to previous years.

Applying a 2020 Return Overpayment to 2021 Estimated Taxes

4/19/2021
If an taxpayer has a 2020 overpayment and elects to credit it against 2021 estimated tax, the date it is applied depends on the payment date and the extent to which an overpayment exists as of April 15, 2021.

PPP Conformity Bill Amended

4/19/2021
AB 80 was been on April 15 to a remove a provision that placed a $150,000 cap on the amount of business expenses paid for using forgiven PPP or EIDL funds that a California business can deduct.

Extended Penalty Relief for Failure to Deposit Employment Taxes

4/19/2021
Notice 2021-24 extends the penalty relief for an employer’s failure to timely deposit employment taxes to deposits that were reduced in anticipation of various employment tax credits.

IRS Seeks Recommendations for Priority Guidance Plan

4/19/2021
Notice 2021-28 invites recommendations for possible inclusion in the 2021-2022 Priority Guidance Plan. Please submit your recommendations by May 28.

Monthly Payments for Expanded Child Tax Credit Expected to Start in July

4/19/2021
During an April 13 Senate Finance Committee hearing, Commissioner Charles Rettig said that IRS is on track to begin sending monthly payments from the new child tax credit in July.

SBA Now Accepting Shuttered Venue Operators Grant (SVOG) Applications

4/12/2021
SBA has opened the SVOG application portal for operators of live venues, performing arts organizations, museums, movie theaters, venue promoters, theatrical producers and talent representatives that closed due to COVID-19.

Treasury Department Releases Important PPP Conformity Directive

4/12/2021
The Department of the Treasury has released a long-awaited directive that will allow the California Legislature to move forward with their PPP conformity bill, AB 80.

Temporary 100 Percent Deduction for Business Meal Expenses

4/12/2021
Notice 2021-25 provides guidance under the Taxpayer Certainty and Disaster Relief Act of 2020, which added a temporary exception to the 50 percent limit on the amount that businesses may deduct for food or beverages.

Several Lockbox Addresses Closing in 2022

4/12/2021
IRS is closing several individual payment P.O. boxes, also known as Lockbox addresses, in the San Francisco, CA and Hartford, CT areas as of January 1, 2022.

Report of Foreign Bank and Financial Accounts (FBAR) Deadline Remains April 15

4/12/2021
IRS has issued a reminder that the deadline to file an annual Report of Foreign Bank and Financial Accounts (FBAR) is still April 15.

IRS Suspends Requirement to Repay Excess Advance Payments of 2020 Premium Tax Credit

4/12/2021
The American Rescue Plan Act of 2021 suspends the requirement that taxpayers increase their tax liability by all or a portion of their excess advance payments of the Premium Tax Credit (excess APTC) for tax year 2020.

IRS to Recalculate Taxes on Unemployment Benefits; Refunds to Start in May

4/5/2021
IRS will automatically refund money this spring and summer to people who filed their tax return reporting unemployment compensation before the recent changes made by the American Rescue Plan.

CSEA Submits Letter of Support for SALT Workaround Bill

4/5/2021
This week, we submitted a letter of support for SB 104 (McGuire), a bill that will help California small business owners who have been negatively impacted by TCJA’s cap on state and local tax (SALT) deductions.

Impact of Recent Federal Changes on the California Earned Income Tax Credit (CalEITC)

4/5/2021
FTB is reviewing the overall impacts of the recent federal legislation as it relates to California income tax filing, and will provide additional information in the near future.

IRS Extends Deadlines for IRA and Health Savings Account Contributions to May 17

4/5/2021
Individuals have until May 17 to make contributions to IRAs and health savings accounts. Foreign trusts and estates that file Form 1040-NR also have until May 17 to file and pay.

SBA Increases COVID-19 Economic Injury Disaster Loan Limit

3/30/2021
Starting the week of April 6, the SBA will raise the loan limit for the COVID-19 EIDL program from six-months of economic injury with a maximum loan amount of $150,000, to up to 24-months of economic injury with a maximum loan amount of $500,000.

COVID-19 Personal Protective Equipment is Tax Deductible

3/30/2021
Announcement 2021-7 clarifies that the purchase of personal protective equipment, such as masks, hand sanitizer and sanitizing wipes, for preventing the spread of coronavirus is a deductible medical expense.

Unemployment Compensation Exclusion Update

3/30/2021
IRS has provided detailed information regarding treatment of the unemployment compensation exclusion due to the recently enacted American Rescue Plan.

EDD Update on Launching the American Rescue Plan of 2021

3/26/2021
States have now received official guidance on how to implement the American Rescue Plan Act.

2021 National Virtual Settlement Days

3/26/2021
The IRS Office of Chief Counsel has declared March 2021 “National Settlement Month,” with events being conducted across the country.

SBA Updates Paycheck Protection Plan (PPP) First and Second Draw FAQs

3/26/2021
The SBA has updated its FAQs for calculating maximum first and second draw PPP loan amounts.

New SBA Shuttered Venue Operators Grant Applications Portal

3/26/2021
The SBA has launched a splash page for the Shuttered Venue Operators Grant (SVOG) application portal, and will begin accepting applications on April 8.

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WHY CHOOSE AN ENROLLED AGENT

Enrolled Agents are America’s Tax Experts. We are federally-licensed tax practitioners who specialize in tax preparation and have unlimited rights to represent taxpayers before the Internal Revenue Service. If you get a letter from the IRS, or worse, are audited or are the target of a collection action, your EA can speak directly to the IRS on your behalf.

Enrolled Agents are trained in a wide variety of tax situations, both common and unusual. With tax laws changing yearly, it’s more critical than ever to consult with a qualified tax specialist on your tax and financial strategy. The Enrolled Agent license is the highest credential the IRS issues. Be confident about your tax return – use an Enrolled Agent.

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