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Additional Standards and Ethics Rules

Overview Members need to be alert to and comply with all other standards and ethics rules that may apply to them and their practices. Examples of such standards and rules are included on this page.
Published on March 28, 2011

AICPA Tells IRS Preparers Deserve More Info, Clarity on 2011 Office Visits

Comment Letter In a December 22 letter to the IRS Small Business Commissioner, Patricia A. Thompson, chair of AICPA’s Tax Committee, reiterated AICPA’s many concerns about the broad scope of the Preparer Letters and Visitation program.
Published on January 28, 2011

IRS Proposes Changes to Circular 230 Rules Governing Written Tax Advice

News The IRS released proposed regulations that would eliminate the complex rules in Circular 230 governing covered opinions.
Published on September 17, 2012

IRS Targets 1040 Schedules, Procedures in Preparer Compliance Visits

News In its current round of office visits involving tax preparer compliance, the IRS is targeting practitioners who prepare a high percentage of returns with certain Form 1040 schedules and is checking preparers’ procedures and recordkeeping.
Published on April 17, 2013

Proposed Regs. Provide Rules for Whistleblower Awards

News The IRS issued proposed regulations for whistleblower awards, as well as rules governing the disclosure of return information under Sec. 6103(h) to pursue these claims.
Published on December 18, 2012

January 21, 2011 Tax E-Alert 2010 Tax Practice Guides & Checklists

Newsletter This newsletter contains information regarding:  2010 Tax Practice Guides & Checklists, Registering for a PTIN as a Paid Preparer with the IRS, 2011 IRS Preparer Office Visits, Health Care Costs for Children under Age 27 may be Subject to State Taxation.
Published on February 28, 2012

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