As tax season kicks off, Annie and Roger discuss tips for practitioners and taxpayers, including using e-file and direct deposit for fastest refunds, being vigilant about IRS scam alerts, reviewing Circular 230 rules on duties and liabilities, and evaluating your processes after April to improve efficiency. They also touch on state filing deadlines, new disaster relief forms delaying state returns, and the importance of obtaining complete information before filing.

• (00:00) - Federal Tax Updates Episode 26
• (02:33) - Tips for Taxpayers and Practitioners
• (04:48) - Understanding State Tax Laws
• (06:54) - Challenges in Filing Business Returns
• (12:23) - Importance of Security in Tax Preparation
• (15:45) - Understanding Circular 230 and Practitioner's Responsibilities
• (21:17) - Efficient Workflow Management during Tax Season
• (29:01) - The Importance of Pricing Structure
• (30:36) - Beware of Scammers: Protecting Your Practice
• (34:16) - Employee Retention Credit: What You Need to Know
• (44:27) - The Impact of Beneficial Ownership
• (51:52) - Wrapping Up

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Roger Harris
Annie Schwab

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