Tag Archives: tax preparers

NY Starts Registering Tax Preparers

State Board Report January 2014 Unlicensed paid tax return preparers in New York State now need to be registered prior to filing any tax returns in calendar year 2014 to avoid penalties. This does not include CPAs, enrolled agents, attorneys, employees of CPA or law firms who prepare tax returns under the direct supervision of…

Tax Preparers’ Ads Challenged

State Board Report April 2013 Twice this tax season, H&R Block unsuccessfully tried to stop Intuit’s TurboTax ads that claim users who need assistance with filing their taxes using the Turbo Tax program could get help from Turbo Tax’s CPAs, enrolled agents or tax attorneys. Although neither H&R Block, nor any other tax preparation service,…

IRS Chasing Ghost Preparers

State Board Report November 2011 The Internal Revenue Service’s research staff is looking at those tax preparers who have been intentionally avoiding the new rules of the PTIN (Preparer Tax Identification Number) program, Leann Ruf, IRS chief-communications director for the IRS Return Preparer Office, reported at the Annual Meeting. She called these “ghost preparers” who…

NASBA Offers IRS Recommendations on Approval Process for Continuing Education Providers

Author: Maria-Lisa Caldwell, Esq, NASBA General Counsel and Director of Compliance Services
Posted: August 17, 2011

IRS Launches Tax Return Preparer Review; Recommendations to Improve Compliance Expected by Year End

IR-2009-57, June 4, 2009 WASHINGTON- IRS Commissioner Doug Shulman announced today that by the end of 2009, he will propose a comprehensive set of recommendations to help the Internal Revenue Service better leverage the tax return preparer community with the goals of increasing taxpayer compliance and ensuring uniform and high ethical standards of conduct for…