The complexities of the Internal Revenue Code, combined with the ever-changing client environment, makes assisting clients with tax compliance a constant challenge. Whether working with federal or state issues, domestic or foreign matters, and individual or business clients, every practitioner must ensure they are technically competent to serve their clients. While tax preparation software has made compliance work easier, the data is only valid if entered properly, and software cannot take the place of a knowledgeable tax practitioner. Even the best practitioners can benefit from regular updates and practical tools to ensure that all required due diligence is considered when preparing and reviewing tax returns.
Our staff and volunteers work year-round to keep you current on issues that matter to your practice, regardless of size or specialty. We provide access to timely resources including practice guides, practice aids, webcasts, and more. Check back often for newly added materials.
Browse our complete library of tax compliance resources using the predefined search filters on the left. Clicking on these filters will result in a list of resources based on your choice. “By Topics” will result in a list of different types of resources and documents related to that topic. “By Document Type” will result in a list of resources of a particular type (e.g., checklist, sample letter, or engagement letter) regardless of topic. You can apply multiple filters to narrow your search. For example, if you select a topic (e.g., charitable contributions), and then select a document type (e.g., checklist), the results list will include a link to our Charitable Contribution Checklist.
Update on Repair Regulations: IRS Provides Relief for Small Businesses!
We are constantly in the process of developing new or updated existing resources. Some newly released resources include: