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2021- PTIN Fees are back đ
IRS announces 2021 PTIN Fees for tax return preparers WASHINGTON â The Internal Revenue Service announced today the annual fee for 2021 that tax return preparers must pay to apply for or renew their Preparer Tax Identification Number (PTIN). In final...
E-file – 1040X
IRS ANNOUNCES THE ABILITY TO ELECTRONICALLY FILE 1040-X We will be rolling out electronic filing for the 1040X over the next several weeks. We anticipate enabling the ability in Pro Online by the end of September.  We will post updates as well roll this out across...
Refund Checks a little larger than Expected?!
Over the last few weeks we received a number of calls regarding taxpayers refund checks being slightly larger than anticipated. We correctly concluded the difference had to be interest payments from the IRS. We have never seen so many payments with interest but who's...
IRS E-file Stats – March + April
Due to the Virus craziness, E-file numbers have taken a steep dive into the toilet. Last year at this same time, more than 126 Million Tax returns had been filed. As compared to the most recent IRS numbers reporting less than 106 Million filings. Which translates to...
EITC – Brush up
 Due Diligence Compliance is no joke! We have all heard the saying, "the best offense is a good defense". Your best defense in a due diligence audit is knowing the rules and having the documentation/notes to back it up! Below is a summary of Preparer Due Diligence...
10 Business Thoughts Never to Forget!
10 things we wish we would never forget. 10 Things that if focused on will make you very wealthy. We know there are many, many more but we wanted to give you our top 10. Make it easy for customer to do business with you! Communicate your hours of...
2019 ID Theft – On pace to break all records! – In a bad way!
Is Identity Theft still an issue? Answer: Yes Below is some really good information! What is the conclusion of the article? Answer: You need to offer your clients DefendMyID. You don't know what DefendMyID is? Answer: It's a...
How to Build your Brand FREE
BUILD YOUR BRAND - For Free In this article we want to inspire you to think of ways to build your brand through Unpaid Opportunities. Recent Opportunity Many of you are quite familiar with the name Santa Barbara Tax Products Group (SBTPG). For those of you living...
Prayers Do Get Answered – Customer Portal
Customer Portal - Your Answer to Prayer Ok, the customer portal may not have been a prayer of yours but it most certainly was a dream. Do you have clients that don't want to come into the office? Do you have clients that live out of state? Did you know clients text...
E-file Shutdown/Cutover Date
1040 MeF Cutover Date and Time The IRS just put out a Quick Alert for Tax Professionals alerting everyone to the upcoming e-File Shutdown. Every year the IRS shuts down the e-File system to prepare for the upcoming tax season. The date for this years cutover is...
