Tax Practice Management

OPR Best Practices for CAF Numbers 

Practitioners should maintain an up-to-date list of client authorizations that are open with IRS, and withdraw those that are no longer needed.

The Value of Checking FTB Wait Times 

One of the useful tools on the FTB website is the Wait Times page. This page includes a lot of information that can help manage your clients’ expectations or help you plan when to contact FTB.

Cybersecurity and Your Safety 

Artificial intelligence may be the latest hot topic, but when it comes to your cybersecurity, scammers and social engineers still account for most nefarious intrusions into virtual spaces.

Advise Your Clients to Check Their Tax Withholding 

IRS is reminding taxpayers to use the Tax Withholding Estimator to adjust their 2023 withholding so that they don’t have too much or too little tax withheld.

FTB Tax Relief for Californians Impacted by Winter 2023 Storms 

Californians impacted by the recent winter storms are now eligible to claim a deduction for a disaster loss and will have more time to file their taxes.