January
Monitor: Filing-season guidance, inflation adjustments, payment-plan fees, and current forms
Review: Core IRS guides, calculators, forms, and filing-compliance pages
Our review schedule follows IRS filing-season guidance, form revisions, collection updates, and material changes that affect taxpayer decisions.
Monitor: Filing-season guidance, inflation adjustments, payment-plan fees, and current forms
Review: Core IRS guides, calculators, forms, and filing-compliance pages
Monitor: IRS alerts, notice changes, disaster relief, and common filing errors
Review: Notice explainers, penalty pages, late-return guides, and taxpayer-rights resources
Monitor: Filing and payment deadlines, extensions, estimated tax reminders, and balance-due guidance
Review: CP14, payment plans, penalties, back taxes, and unfiled-return pages
Monitor: Post-filing balance notices and IRS collection updates
Review: CP14, CP501, CP503, installment agreements, CNC, and OIC
Monitor: IRS form revisions, draft instructions, collection policy releases, and practitioner guidance
Review: Form 2848, Form 433 series, Form 656, payroll tax, appeals, and representation pages
Monitor: Year-end tax guidance, annual limits, new forms, and next filing-season announcements
Review: Expat tax, FEIE, business tax, estimated tax, deductions, credits, and calculators