April’s Blog

The IRS just announced in November of 2025 that they will be moving away from paper checks for refunds for most taxpayers. This initiative will improve security, speed up refunds and lower costs. You should be prepared to put your bank information on file for direct deposit. In some cases, prepaid debit cards and digital…

Despite recent moves in the right direction with getting caught up on processing, the IRS is experiencing a new addition to their backlog. In many cases where taxpayers have claimed certain tax credits and deductions, the IRS is requiring additional information and documentation to support the claims. This is causing an increase in processing time…

Apparently a glitch in IRS systems caused some taxpayers to receive notices stating that they owe money for 2023 even though payment was made. Whether you paid by check or electronically, there is a chance you may have received a notice and at this time, there is nothing you need to do as they are…

My software company, Drake Software, just launched the new mobile app for my file uploads/sharing system. Please check the Google Play or Apple App Store for the SecureFilePro app and download it today! It will make accessing your documents and sending documents to me that much smoother!

On December 22, 2017, the President of the United States signed into law major tax reform in the Tax Cuts and Jobs Act (TCJA). The TCJA made widespread changes to the Internal Revenue Code which will affect your 2018 tax return. Please see my TCJA Changes document for some of the more common changes.

The next time you come into my office, ask about Apple Pay.  You can use your phone or smartwatch to pay!

The IRS recently joined with tax preparation and software firms, payroll and tax financial product processors, and state tax administrators to announce a new collaborative effort in combatting identity theft refund fraud.  Read all about the Security Summit here: http://www.irs.gov/uac/Newsroom/Security-Summit-2015 .

I’m sorry to report that I had my first encounter with a tax client who has been a victim of identity theft in relation to their tax return.  I’m sure you are aware that Target, Home Depot, and Anthem were all compromised this past year so if you at any point did any business with…

The IRS recently warned taxpayers and tax professionals about a phone scam in which individuals use common names and fake badge numbers to threaten taxpayers.  This scam targets people across the nation and usually claim that the taxpayer owes taxes and must pay using a pre-paid debit card or wire transfer to avoid arrest, deportation,…

It’s always a good idea to check your withholdings and payments mid-tax year to make sure you avoid any surprises come tax filing time.  Especially if you have incurred a life event (change in marital status, birth of child, getting or losing a job, or purchasing a home for example).  The IRS has an online…