tax season

irs plays whac-a-mole with the phones

by

frazzled woman yelling at two phone receivers

what, just moving the resources around doesn’t work?

by 卡塔尔世界杯常规比赛时间 research

the internal revenue service did a dismal job of answering phone calls in 2021, struggling to pick up the toll-free 1040 phone 11 percent of the time it rang. a year later, that number leaped to a still-dismal 29 percent.

more: ten irs problems that need solutions | treasury ig sees progress at irs | vcs plunk $60 million into ai-powered ‘autonomous’ tax prep | tax pros are expanding and earning more | with fresh funding, irs shows service improvements | how tax practitioners became cybersecurity risks
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

so janet yellen did what any treasury secretary would do: she gave the irs a swift kick in the 1040 and committed the service to answering at least 85 percent of calls in 2023 and cutting wait times in half.

and the irs’s customer service representatives did it! yay, right?
read more →

ten irs problems that need solutions

by

unhappy man waiting on phone in office

how good is better than terrible?

by 卡塔尔世界杯常规比赛时间 research

every year, america’s national taxpayer advocate – in recent years it’s been erin m. collins – presents an annual report to congress. the report identifies successes and failures of and recommendations for the internal revenue service.

more: treasury ig sees progress at irs | vcs plunk $60 million into ai-powered ‘autonomous’ tax prep | tax pros are expanding and earning more | with fresh funding, irs shows service improvements | how tax practitioners became cybersecurity risks | top tax vendors caught red-handed selling private taxpayer data
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

this year’s report praises the irs for its progress since the worst of the covid-19 pandemic, but it finds plenty of room for improvement.

“the year 2023 was one of extraordinary transition for the irs and therefore for taxpayers,” collins writes. “despair has turned to cautious optimism.”
read more →

help your tax clients, help yourself

by

beware the opportunity graveyard.

by ed mendlowitz
tax season opportunity guide

many opportunities only come along once. the way to be successful is to not let them pass by without acting on them or taking advantage of them.

more on tax season: what’s your value to your tax clients? | are you excited about tax season?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

spotting opportunities is quite easy if you are looking for them – and extremely difficult if you don’t have a clue of client needs or wants.
read more →

get clients to understand firm processes … or say goodbye

by

woman in a business suit waving a red flag

with just a little advanced marketing, you can get paid year-round and have more satisfied clients.

by frank stitely
the relentless cpa

when i’m frustrated, here’s how i explain the importance to clients of letting us work our process:

“when you get your car repaired, you don’t look over the mechanic’s shoulder and tell him which wrench to use. the same principle applies to us. if you knew the best ways to prepare tax returns, you should become our competitor.”

more: train now before it costs you down the road | keep clients from “balance due” shock | it’s ok to say no to clients (even the large ones) | you train your clients, whether you mean to or not | business owners face one of three exits | how small firms can win the talent wars | do you know your turnaround time?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

let’s be perfectly honest with each other.

there’s a reason you aren’t actively training clients to allow you to work efficiently. you’re afraid that you’ll lose clients.

i guarantee that you will.
read more →

reader to irs: stop whining and get to work

by

frustrated woman typing on laptop

an accountant has had enough of broken promises.

editor’s note: a reader shared with us an open letter sent to the irs. we removed some capitalization, bold/italic type and extra punctuation, but every word is just as written.

open letter via priority mail; delivery signature required

the honorable daniel werfel, commissioner
internal revenue service
1111 constitution ave, nw
washington, dc 20224

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

re: aicpa presentation 11-14-23. please stop complaining about budgets. focus on setting priorities, allocating resources, taxpayer bill of rights and the strategic operating plan like the rest of us out here; stop whining and just do your job.
read more →