Assistance

IRS Delays, Refund Holds, and Penalties: Lessons from the 2026 Taxpayer Advocate Reports

Each year, the National Taxpayer Advocate reports to Congress on how the IRS is performing—and where taxpayers continue to face challenges. The most recent reports, released in January and June 2026, show that while the IRS is handling a high volume of returns efficiently, issues still arise when matters become more complex, and there is

The Uncredentialed Tax Preparer Problem — Why a $18.75 PTIN Isn’t Enough

Who's Preparing Your Taxes? The Shocking Truth About Unregulated Tax Preparers Every year, millions of Americans hand their most sensitive financial information to a stranger and trust that person to file an accurate, honest tax return on their behalf. What most taxpayers don't realize is that virtually anyone can call themselves a "tax preparer" —

Educational assistance program – benefits up to $5,250 are not compensation (box 1 – w2)

In the IR-2024-167, the IRS shares the Frequently Asked Questions and general guidance on how the employee's w2 will not reflect any additional compensation for educational assistance programs with benefits of up to $5,250 if there is a section 127 program at your employer. This is an excellent way to have the employer pay for

By |2025-01-07T12:18:57+00:00June 18th, 2024|Categories: Business, Individuals|Tags: , , , , , , , |

HDBA Grant program up to $10k for certain PA businesses

Today, we have received a communication from PIDC that shared a new grant program that is available to certain businesses in PA. See below more details, like priority businesses and eligibility requirements, and the link to the application at the bottom of this post. "...In partnership with the Pennsylvania Department of Community and Economic Development,

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