Roger and Annie kick off post-tax season with a checklist of what to do now — from chasing down e-file rejections to evaluating your firm's clients, staff, and workflow while it's all still fresh. They also cover the latest OBBA updates on No Tax on Tips, key IRS filing season stats from the April 15th Congressional hearing, and an urgent reminder about the Kwong v. United States penalty relief deadline that's closer than you think.

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Padgett - Contact Padgett or Email Jeff Phillips

Links mentioned in this episode

Chapters

• (00:00) - Welcome to Federal Tax Updates
• (01:11) - How Filing Season Went
• (03:22) - E File Perfection Period
• (05:43) - Avoid Rejection Penalties
• (06:42) - Post Season Firm Review
• (09:04) - Staff Clients Tech Tune Up
• (11:43) - Receivables And Reality Check
• (14:43) - Extensions And Client Capacity
• (17:36) - Kwong Case Penalty Relief
• (22:15) - How To File Form 843
• (24:15) - Finding Penalties And Advising Clients
• (26:23) - Refund Tips Appeal Risk
• (28:30) - Appeal Or Move On
• (29:43) - Find Claims And Notify Clients
• (31:15) - Value Price The Filing
• (33:10) - No Tax On Tips Update
• (37:09) - Trump Accounts Stats
• (39:42) - Refund Credit Goes To Preparers
• (41:38) - IRS Hearing Highlights
• (47:10) - Budget Cuts And Tax Gap
• (52:08) - Wrap Up And DC Teaser

This podcast is a production of Earmark Media

The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

All content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

IRS Stakeholder Liaison Glenn Gizzi returns with a sobering mid-tax-season update: data breaches affecting tax practitioners are already outpacing 2024, with over 206,000 taxpayers potentially compromised — and that's only what's been reported. Roger and Annie dig into why so many breaches go unreported, what a paper return filing means for a client's refund timeline (hint: think late 2027), and why getting every client an IP PIN before the next deadline isn't optional anymore.

Sponsors
Padgett - Contact Padgett or Email Jeff Phillips

Links mentioned in this episode

Chapters

• (00:00) - Tax Season Check In
• (00:58) - Why Pros Are Targets
• (03:29) - Breach Stats Rising
• (05:16) - Reporting And Fallout
• (06:29) - Paper Return Backlog
• (09:46) - IP PIN For Everyone
• (11:41) - Long Term Identity Damage
• (15:51) - Monitor Your EFIN
• (16:37) - EFIN Compromise Explained
• (19:14) - Fast IRS Response Process
• (23:12) - Top Email Scams Today
• (27:37) - MFA And Safe Replies
• (31:24) - Train Your Staff
• (32:11) - How Breaches Start
• (33:34) - WISP Reality Check
• (36:11) - WISP Becomes Law
• (37:46) - Bank Info Hijacks
• (40:59) - Stop Refund Fraud Fast
• (43:16) - Refund Speed Risks
• (46:28) - IP PIN Protection Plan
• (51:59) - Stakeholder Liaison Help
• (57:42) - Closing Security Takeaways

This podcast is a production of Earmark Media

The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

All content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

Roger sits down with tax controversy attorneys Jessica Marine and Peter Haukebo of Frost Law to unpack a court ruling most tax pros haven't heard of — but probably should act on before July. The Kwong case could mean significant interest and penalty refunds for clients who filed late during the COVID pandemic, and the window to file a claim is closing fast. They also dig into where ERC cases stand now, including why blanket IRS denials are clogging the appeals pipeline and what practitioners should be watching.

Sponsors
Padgett - Contact Padgett or Email Jeff Phillips

Links mentioned in this episode

Chapters

• (00:00) - Welcome and Setup
• (02:21) - Meet Frost Law Firm
• (04:34) - Jessica Tax Court Experience
• (06:23) - Why Tax Controversy Matters
• (07:10) - Kwong Case Overview
• (09:43) - Disaster Deadline Rules
• (11:37) - Refund Claims and Deadlines
• (14:18) - IRS Response and Strategy
• (18:27) - Filing Form 843 Right
• (26:34) - ERC Meets Kwong
• (30:05) - ERC Audits and Mediation
• (31:22) - Appeals Backlog Deadlines
• (32:25) - Why ERC Won’t Die
• (33:57) - PEO Refund Roadblocks
• (37:03) - Where ERC Litigation Stands
• (39:19) - IRS Service Breakdown
• (44:27) - Tariffs Ruling Refunds
• (49:09) - When to Call Frost
• (54:43) - New SBA EIDL Collections
• (55:42) - Tariff Refunds Non Importers
• (57:52) - Final Thanks Sign Off

This podcast is a production of Earmark Media

The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

All content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.