tax return preparers

Tax

Taxpayer Advocate Wants Exam Added to IRS Voluntary Tax Preparer Program

In her annual midyear report to Congress on Wednesday, National Taxpayer Advocate Nina Olson said she wants the IRS to develop a competency exam for preparers by 2016 as part of the agency's Annual Filing Season Program.
Tax

AICPA Files Lawsuit to Stop IRS Voluntary Preparer Education

The federal lawsuit, filed on Tuesday, said the IRS’s new Annual Filing Season Program is “unlawful” and an attempt to bypass two courts’ rulings that prevent the agency from mandating continuing education and competency testing of unlicensed tax return preparers.
Tax

Ex-CA Tax Preparer Gets 18 Months in Jail for Defrauding the IRS

According to court documents, Rene R. Lopez of Van Nuys, California, prepared and filed at least 85 fraudulent income tax returns with the IRS, claiming $130,797 in false income tax refunds, from 1998 through 2001.
Tax

Key Details of IRS’s Voluntary Preparer Education Program

The IRS on Monday issued final rules for its new Annual Filing Season Program, an initiative announced last week that will enable paid tax return preparers to voluntarily fulfill continuing education requirements and obtain a record of completion.
Tax

IRS Moves Ahead with Voluntary Preparer Certification Plan

The IRS announced a new program on Thursday that will allow paid tax return preparers to receive certification if they voluntarily complete certain continuing education requirements.
Tax

Some Suspended or Disbarred Tax Pros Reinstated by the IRS

Recent court rulings that now prevent the IRS from regulating paid preparers have resulted in some suspended or disbarred tax practitioners being able to obtain or renew PTINs and prepare federal tax returns again for compensation.
Tax

AICPA Opposes IRS Voluntary Program to Regulate Preparers

In a letter to IRS Commissioner John Koskinen on Wednesday, AICPA officials wrote that the agency's proposed voluntary certification program would cause confusion among the tax administration and tax preparation community.
Tax

IRS Not Continuing Legal Fight Over Regulating Preparers

The agency decided not to file a petition with the US Supreme Court by the May 12 deadline to continue a court battle on whether it has the legal authority to mandate testing and continuing education of paid tax return preparers.
Tax

Appeals Court: IRS Lacks Authority to Regulate Preparers

A federal appeals court panel of three judges on February 11 upheld a lower court’s ruling early last year that the IRS does not have the legal right to regulate the estimated 600,000 to 700,000 paid tax return preparers in the United States.