https://yourtaxprep.com/blog/ Plain language tax preparation, resolution, and planning notes from Salt Lake City. en-us Sat, 10 Oct 2026 20:04:07 -0000 https://yourtaxprep.com/blog/final-extension-week-last-steps-before-october-15/ https://yourtaxprep.com/blog/final-extension-week-last-steps-before-october-15/ Fri, 08 Oct 2027 12:00:00 -0000 Final extension week brings last steps before October 15: file accurately, pay what you owe, and close the year. https://yourtaxprep.com/blog/tax-resolution-scams/ https://yourtaxprep.com/blog/tax-resolution-scams/ Wed, 06 Oct 2027 12:00:00 -0000 Spot tax resolution scams before you pay: red flags, honest firm habits, fee traps, and how to check credentials before signing. https://yourtaxprep.com/blog/choosing-a-tax-preparer/ https://yourtaxprep.com/blog/choosing-a-tax-preparer/ Mon, 04 Oct 2027 12:00:00 -0000 Choosing a tax preparer in Salt Lake City: credentials that matter, questions to ask, fee sense, and red flags that warn you away. https://yourtaxprep.com/blog/extension-deadline-countdown-file-before-october-15/ https://yourtaxprep.com/blog/extension-deadline-countdown-file-before-october-15/ Fri, 01 Oct 2027 12:00:00 -0000 An extension deadline countdown to file before October 15: final documents, payments, and steps for late filers. https://yourtaxprep.com/blog/taxpayer-advocate-service/ https://yourtaxprep.com/blog/taxpayer-advocate-service/ Wed, 29 Sep 2027 12:00:00 -0000 Learn how the Taxpayer Advocate Service helps with hardship, systemic delays, and stalled cases, plus when Form 911 gets action. https://yourtaxprep.com/blog/s-corporation-shareholder-distributions/ https://yourtaxprep.com/blog/s-corporation-shareholder-distributions/ Mon, 27 Sep 2027 12:00:00 -0000 S corporation shareholder distributions explained: how payouts are taxed, basis tracking, loan or distribution lines, and payroll order. https://yourtaxprep.com/blog/early-year-end-preview-moves-to-make-this-fall/ https://yourtaxprep.com/blog/early-year-end-preview-moves-to-make-this-fall/ Fri, 24 Sep 2027 12:00:00 -0000 An early year end preview of moves to make this fall: withholding, gifts, losses, and funding with weeks to spare. https://yourtaxprep.com/blog/equivalent-hearing-irs/ https://yourtaxprep.com/blog/equivalent-hearing-irs/ Wed, 22 Sep 2027 12:00:00 -0000 Explore equivalent hearing IRS review after missed CDP deadlines: one year window, what Appeals can still do, and limits to know. https://yourtaxprep.com/blog/extension-filer-document-checklist/ https://yourtaxprep.com/blog/extension-filer-document-checklist/ Mon, 20 Sep 2027 12:00:00 -0000 Extension filer document checklist: closing open items, K1 and corrected forms, payment proof, and a calm path to the October date. https://yourtaxprep.com/blog/fall-retirement-sprint-max-out-before-december/ https://yourtaxprep.com/blog/fall-retirement-sprint-max-out-before-december/ Fri, 17 Sep 2027 12:00:00 -0000 A fall retirement sprint to max out before December: 401k targets, IRA funding, matches, and catch up room. https://yourtaxprep.com/blog/collection-due-process-hearing/ https://yourtaxprep.com/blog/collection-due-process-hearing/ Wed, 15 Sep 2027 12:00:00 -0000 Master collection due process hearing strategy: deadlines, proposals Appeals approves, and Tax Court review that gives the hearing power. https://yourtaxprep.com/blog/irs-identity-protection-pin/ https://yourtaxprep.com/blog/irs-identity-protection-pin/ Mon, 13 Sep 2027 12:00:00 -0000 IRS Identity Protection PIN facts: what the six digit code does, how to get one, filing with the PIN, and replacing a lost number. https://yourtaxprep.com/blog/third-quarter-deadline-week-pay-and-plan-ahead/ https://yourtaxprep.com/blog/third-quarter-deadline-week-pay-and-plan-ahead/ Fri, 10 Sep 2027 12:00:00 -0000 Third quarter deadline week: pay the estimate, confirm records, and plan ahead for a smooth run to year end. https://yourtaxprep.com/blog/irs-audit-representation/ https://yourtaxprep.com/blog/irs-audit-representation/ Wed, 08 Sep 2027 12:00:00 -0000 Understand IRS audit representation: exam types, document requests, agent meetings, and how a pro moves your audit to the best outcome. https://yourtaxprep.com/blog/educator-expense-deduction/ https://yourtaxprep.com/blog/educator-expense-deduction/ Mon, 06 Sep 2027 12:00:00 -0000 Educator expense deduction basics: who qualifies, the yearly cap, supplies that count, and receipts classroom buyers should keep. https://yourtaxprep.com/blog/september-estimated-payment-and-fall-planning-kickoff/ https://yourtaxprep.com/blog/september-estimated-payment-and-fall-planning-kickoff/ Fri, 03 Sep 2027 12:00:00 -0000 A September estimated payment plus fall planning kickoff: cover quarter three and launch year end moves early. https://yourtaxprep.com/blog/irs-power-of-attorney/ https://yourtaxprep.com/blog/irs-power-of-attorney/ Wed, 01 Sep 2027 12:00:00 -0000 Learn IRS power of attorney rules: Form 2848 authority, what representatives can do, CAF numbers, and how to revoke access safely. https://yourtaxprep.com/blog/schedule-k1-tax-reporting/ https://yourtaxprep.com/blog/schedule-k1-tax-reporting/ Mon, 30 Aug 2027 12:00:00 -0000 Schedule K1 tax reporting for owners: reading the boxes, basis limits on losses, state filings, and smart late K1 planning. https://yourtaxprep.com/blog/empty-nest-tax-planning-when-kids-leave-home/ https://yourtaxprep.com/blog/empty-nest-tax-planning-when-kids-leave-home/ Fri, 27 Aug 2027 12:00:00 -0000 Empty nest tax planning when kids leave home: credits that phase out, new savings room, and updated withholding. https://yourtaxprep.com/blog/trust-fund-recovery-penalty/ https://yourtaxprep.com/blog/trust-fund-recovery-penalty/ Wed, 25 Aug 2027 12:00:00 -0000 Fight the trust fund recovery penalty: who the IRS can assess, responsibility and willfulness tests, and defenses that protect owners. https://yourtaxprep.com/blog/child-and-dependent-care-credit/ https://yourtaxprep.com/blog/child-and-dependent-care-credit/ Mon, 23 Aug 2027 12:00:00 -0000 Child and dependent care credit guide: who qualifies, eligible care costs, provider records, and how work rules shape the claim. https://yourtaxprep.com/blog/fall-wedding-tax-steps-to-take-before-the-big-day/ https://yourtaxprep.com/blog/fall-wedding-tax-steps-to-take-before-the-big-day/ Fri, 20 Aug 2027 12:00:00 -0000 Fall wedding tax steps to take before the big day: names, addresses, withholding, and first joint return planning. https://yourtaxprep.com/blog/separation-of-liability-relief/ https://yourtaxprep.com/blog/separation-of-liability-relief/ Wed, 18 Aug 2027 12:00:00 -0000 Understand separation of liability relief: how divorced and separated spouses split joint tax debt, limits, and proof that wins allocation. https://yourtaxprep.com/blog/student-loan-interest-deduction/ https://yourtaxprep.com/blog/student-loan-interest-deduction/ Mon, 16 Aug 2027 12:00:00 -0000 Student loan interest deduction basics: who qualifies, the yearly cap, income limits, and 1098 E records to keep on file. https://yourtaxprep.com/blog/freelancer-guide-to-third-quarter-estimated-taxes/ https://yourtaxprep.com/blog/freelancer-guide-to-third-quarter-estimated-taxes/ Fri, 13 Aug 2027 12:00:00 -0000 A freelancer guide to third quarter estimated taxes: calculate the payment, pay on time, and steady cash flow. https://yourtaxprep.com/blog/innocent-spouse-relief/ https://yourtaxprep.com/blog/innocent-spouse-relief/ Wed, 11 Aug 2027 12:00:00 -0000 Learn innocent spouse relief eligibility: joint return errors you did not know about, proof the IRS wants, and how Form 8857 works. https://yourtaxprep.com/blog/social-security-benefits-taxes/ https://yourtaxprep.com/blog/social-security-benefits-taxes/ Mon, 09 Aug 2027 12:00:00 -0000 Social Security benefits taxes explained: provisional income math, the 50 and 85 percent tiers, withholding choices, and SSA 1099 records. https://yourtaxprep.com/blog/fall-education-tax-benefits-for-tuition-bills/ https://yourtaxprep.com/blog/fall-education-tax-benefits-for-tuition-bills/ Fri, 06 Aug 2027 12:00:00 -0000 Fall education tax benefits for tuition bills: credits, 529 withdrawals, scholarships, and records that support claims. https://yourtaxprep.com/blog/unfiled-tax-returns-help/ https://yourtaxprep.com/blog/unfiled-tax-returns-help/ Wed, 04 Aug 2027 12:00:00 -0000 Find unfiled tax returns help: the six year rule, record rebuilding, substitute risks, and the filing order that fixes years fastest. https://yourtaxprep.com/blog/1099-r-retirement-distribution/ https://yourtaxprep.com/blog/1099-r-retirement-distribution/ Mon, 02 Aug 2027 12:00:00 -0000 1099 R retirement distribution reporting: reading the boxes, rollover rules, early payout penalties, and records for each withdrawal. https://yourtaxprep.com/blog/business-entity-review-is-your-structure-still-right/ https://yourtaxprep.com/blog/business-entity-review-is-your-structure-still-right/ Fri, 30 Jul 2027 12:00:00 -0000 A business entity review asks if your structure is still right: liability, taxes, payroll, and election timing. https://yourtaxprep.com/blog/substitute-for-return-sfr/ https://yourtaxprep.com/blog/substitute-for-return-sfr/ Wed, 28 Jul 2027 12:00:00 -0000 Understand substitute for return SFR assessments: why the IRS files for you, why the bill is inflated, and how to replace it fast. https://yourtaxprep.com/blog/health-savings-account-taxes/ https://yourtaxprep.com/blog/health-savings-account-taxes/ Mon, 26 Jul 2027 12:00:00 -0000 Health savings account taxes explained: who can save, deduction and growth rules, qualified payouts, and forms that track the account. https://yourtaxprep.com/blog/back-to-school-tax-breaks-utah-families-should-know/ https://yourtaxprep.com/blog/back-to-school-tax-breaks-utah-families-should-know/ Fri, 23 Jul 2027 12:00:00 -0000 Back to school tax breaks Utah families should know: 529 plans, credits, teacher costs, and fall record habits. https://yourtaxprep.com/blog/wage-and-income-transcript/ https://yourtaxprep.com/blog/wage-and-income-transcript/ Wed, 21 Jul 2027 12:00:00 -0000 Use the wage and income transcript to rebuild missing W2s and 1099s, file old returns, and answer IRS mismatch notices with facts. https://yourtaxprep.com/blog/retirement-contribution-tax-reporting/ https://yourtaxprep.com/blog/retirement-contribution-tax-reporting/ Mon, 19 Jul 2027 12:00:00 -0000 Retirement contribution tax reporting: how IRA and workplace plan gifts appear on the return, deduction limits, and Roth or pretax records. https://yourtaxprep.com/blog/divorce-tax-planning-steps-through-a-split/ https://yourtaxprep.com/blog/divorce-tax-planning-steps-through-a-split/ Fri, 16 Jul 2027 12:00:00 -0000 Divorce tax planning steps through a split: filing status, support, property, and records that protect both sides. https://yourtaxprep.com/blog/irs-account-transcript/ https://yourtaxprep.com/blog/irs-account-transcript/ Wed, 14 Jul 2027 12:00:00 -0000 Read any IRS account transcript with confidence: codes 150, 570, 971, and 846, cycle dates, and how to spot errors worth fixing. https://yourtaxprep.com/blog/actual-expense-or-mileage-deduction/ https://yourtaxprep.com/blog/actual-expense-or-mileage-deduction/ Mon, 12 Jul 2027 12:00:00 -0000 Actual expense or mileage deduction for vehicles: how each method works, switching limits, luxury caps, and records each needs. https://yourtaxprep.com/blog/retirement-plan-midyear-review-401k-and-ira-pace/ https://yourtaxprep.com/blog/retirement-plan-midyear-review-401k-and-ira-pace/ Fri, 09 Jul 2027 12:00:00 -0000 A retirement plan midyear review of 401k and IRA pace: contribution targets, matches, and catch up room for fall. https://yourtaxprep.com/blog/collection-statute-expiration-date/ https://yourtaxprep.com/blog/collection-statute-expiration-date/ Wed, 07 Jul 2027 12:00:00 -0000 Use the collection statute expiration date to plan: the ten year rule, events that pause it, and how transcripts reveal your real deadlines. https://yourtaxprep.com/blog/rental-property-depreciation/ https://yourtaxprep.com/blog/rental-property-depreciation/ Mon, 05 Jul 2027 12:00:00 -0000 Rental property depreciation basics: what depreciates, residential timelines, land or building splits, and recapture at sale. https://yourtaxprep.com/blog/self-employed-midyear-check-estimates-and-retirement/ https://yourtaxprep.com/blog/self-employed-midyear-check-estimates-and-retirement/ Fri, 02 Jul 2027 12:00:00 -0000 A self employed midyear check on estimates and retirement: true up payments, fund plans, and tighten books. https://yourtaxprep.com/blog/currently-not-collectible-status/ https://yourtaxprep.com/blog/currently-not-collectible-status/ Wed, 30 Jun 2027 12:00:00 -0000 Learn currently not collectible status: hardship math, Forms 433A and 433F, review cycles, liens, and when CNC beats a payment plan. https://yourtaxprep.com/blog/home-sale-tax-exclusion/ https://yourtaxprep.com/blog/home-sale-tax-exclusion/ Mon, 28 Jun 2027 12:00:00 -0000 Home sale tax exclusion explained: ownership and use tests, exclusion amounts, partial relief for moves, and basis records that cut gain. https://yourtaxprep.com/blog/rental-property-midyear-review-for-landlords/ https://yourtaxprep.com/blog/rental-property-midyear-review-for-landlords/ Fri, 25 Jun 2027 12:00:00 -0000 A rental property midyear review for landlords: rents, repairs, records, and estimated payments at the halfway mark. https://yourtaxprep.com/blog/irs-collection-process/ https://yourtaxprep.com/blog/irs-collection-process/ Wed, 23 Jun 2027 12:00:00 -0000 Follow the IRS collection process from first bill through liens and levies, with timelines, offices involved, and exits at each stage. https://yourtaxprep.com/blog/hobby-or-business-rules/ https://yourtaxprep.com/blog/hobby-or-business-rules/ Mon, 21 Jun 2027 12:00:00 -0000 Hobby or business rules for side work: the profit motive tests, the three year presumption, and records that defend your losses. https://yourtaxprep.com/blog/midyear-withholding-tune-up-after-life-changes/ https://yourtaxprep.com/blog/midyear-withholding-tune-up-after-life-changes/ Fri, 18 Jun 2027 12:00:00 -0000 A midyear withholding tune up after life changes keeps refunds and balances in range before year end arrives. https://yourtaxprep.com/blog/irs-seizure-of-property/ https://yourtaxprep.com/blog/irs-seizure-of-property/ Wed, 16 Jun 2027 12:00:00 -0000 Understand IRS seizure of property powers: homes, cars, and business assets, approval levels required, and how owners stop a seizure. https://yourtaxprep.com/blog/independent-contractor-taxes/ https://yourtaxprep.com/blog/independent-contractor-taxes/ Mon, 14 Jun 2027 12:00:00 -0000 Independent contractor taxes explained: how status is decided, reporting pay and costs, self employment tax, and records that prove status. https://yourtaxprep.com/blog/june-estimated-payment-reminder-for-the-second-quarter/ https://yourtaxprep.com/blog/june-estimated-payment-reminder-for-the-second-quarter/ Fri, 11 Jun 2027 12:00:00 -0000 A June estimated payment reminder for the second quarter: who pays, how to calculate, and how to pay on time. https://yourtaxprep.com/blog/levy-appeal-rights/ https://yourtaxprep.com/blog/levy-appeal-rights/ Wed, 09 Jun 2027 12:00:00 -0000 Compare levy appeal rights under CAP and Collection Due Process: speed, scope, deadlines, and which forum fits your levy dispute. https://yourtaxprep.com/blog/midyear-tax-record-organization/ https://yourtaxprep.com/blog/midyear-tax-record-organization/ Mon, 07 Jun 2027 12:00:00 -0000 Midyear tax record organization for filers: folder review, missing papers to chase, life event notes, and habits for a calm filing season. https://yourtaxprep.com/blog/summer-job-taxes-for-teens-and-college-students/ https://yourtaxprep.com/blog/summer-job-taxes-for-teens-and-college-students/ Fri, 04 Jun 2027 12:00:00 -0000 Summer job taxes for teens and college students: withholding, filing thresholds, and starter lessons in paycheck math. https://yourtaxprep.com/blog/final-notice-of-intent-to-levy/ https://yourtaxprep.com/blog/final-notice-of-intent-to-levy/ Wed, 02 Jun 2027 12:00:00 -0000 Respond to a final notice of intent to levy: CP504 and Letter 1058 deadlines, hearing rights, and steps that stop enforcement. https://yourtaxprep.com/blog/utah-state-tax-return/ https://yourtaxprep.com/blog/utah-state-tax-return/ Mon, 31 May 2027 12:00:00 -0000 Utah state tax return basics: how the state builds on federal figures, credits to know, part year rules, and filing records. https://yourtaxprep.com/blog/midyear-tax-projection-forecast-your-full-year-bill/ https://yourtaxprep.com/blog/midyear-tax-projection-forecast-your-full-year-bill/ Fri, 28 May 2027 12:00:00 -0000 A midyear tax projection forecasts your full year bill: gather income, model deductions, and fix course before fall. https://yourtaxprep.com/blog/bank-levy-release/ https://yourtaxprep.com/blog/bank-levy-release/ Wed, 26 May 2027 12:00:00 -0000 Learn bank levy release strategy for the 21 day hold: what the bank must do, what proof wins release, and how to protect future deposits. https://yourtaxprep.com/blog/foreign-tax-credit/ https://yourtaxprep.com/blog/foreign-tax-credit/ Mon, 24 May 2027 12:00:00 -0000 Foreign tax credit rules: how the credit stops double tax, Form 1116 baskets, carryovers, and records from foreign payers. https://yourtaxprep.com/blog/college-graduation-money-moves-for-new-earners/ https://yourtaxprep.com/blog/college-graduation-money-moves-for-new-earners/ Fri, 21 May 2027 12:00:00 -0000 College graduation money moves for new earners: first paychecks, withholding, student loans, and starter retirement saving. https://yourtaxprep.com/blog/wage-levy-release/ https://yourtaxprep.com/blog/wage-levy-release/ Wed, 19 May 2027 12:00:00 -0000 Get wage levy release fast: why paycheck levies continue every payday, what proof stops them, and plans that keep them off for good. https://yourtaxprep.com/blog/foreign-earned-income-exclusion/ https://yourtaxprep.com/blog/foreign-earned-income-exclusion/ Mon, 17 May 2027 12:00:00 -0000 Foreign earned income exclusion basics: bona fide and physical presence tests, what income qualifies, and Form 2555 records. https://yourtaxprep.com/blog/home-purchase-tax-planning-for-utah-buyers/ https://yourtaxprep.com/blog/home-purchase-tax-planning-for-utah-buyers/ Fri, 14 May 2027 12:00:00 -0000 Home purchase tax planning for Utah buyers: deductions, points, records, and first year moves for your new home. https://yourtaxprep.com/blog/irs-levy-rules/ https://yourtaxprep.com/blog/irs-levy-rules/ Wed, 12 May 2027 12:00:00 -0000 Learn IRS levy rules: what the agency can and cannot take, required notices, exemptions, and the fastest ways to get a levy released. https://yourtaxprep.com/blog/form-8938-fatca-reporting/ https://yourtaxprep.com/blog/form-8938-fatca-reporting/ Mon, 10 May 2027 12:00:00 -0000 Form 8938 FATCA reporting explained: who files, asset thresholds, what counts, and how it differs from the separate FBAR filing. https://yourtaxprep.com/blog/business-tax-setup-when-starting-from-day-one/ https://yourtaxprep.com/blog/business-tax-setup-when-starting-from-day-one/ Fri, 07 May 2027 12:00:00 -0000 Business tax setup when starting from day one: entity basics, EIN, accounts, books, and estimated payments explained. https://yourtaxprep.com/blog/tax-lien-credit-report-effects/ https://yourtaxprep.com/blog/tax-lien-credit-report-effects/ Wed, 05 May 2027 12:00:00 -0000 Learn tax lien credit report effects today: bureau policies, lending and title impacts that remain, and steps to restore your record. https://yourtaxprep.com/blog/fbar-filing-requirements/ https://yourtaxprep.com/blog/fbar-filing-requirements/ Mon, 03 May 2027 12:00:00 -0000 FBAR filing requirements for foreign accounts: who must file, the $10,000 threshold, deadlines, and penalties for missing the form. https://yourtaxprep.com/blog/spring-money-cleanup-after-filing-season/ https://yourtaxprep.com/blog/spring-money-cleanup-after-filing-season/ Fri, 30 Apr 2027 12:00:00 -0000 A spring money cleanup after filing season: shred, store, rebalance withholding, and refresh budgets for the months ahead. https://yourtaxprep.com/blog/lien-collection-due-process-hearing/ https://yourtaxprep.com/blog/lien-collection-due-process-hearing/ Wed, 28 Apr 2027 12:00:00 -0000 Understand lien Collection Due Process hearing rights: the 30 day deadline, what Appeals can decide, and alternatives to propose. https://yourtaxprep.com/blog/tax-return-record-keeping/ https://yourtaxprep.com/blog/tax-return-record-keeping/ Mon, 26 Apr 2027 12:00:00 -0000 Tax return record keeping after filing: what to save, how long to keep it, digital storage tips, and papers that outlast the rest. https://yourtaxprep.com/blog/extension-filers-a-six-month-plan-to-october/ https://yourtaxprep.com/blog/extension-filers-a-six-month-plan-to-october/ Fri, 23 Apr 2027 12:00:00 -0000 Extension filers: a six month plan to October with quarterly checkpoints, document chases, and a calm path to filing. https://yourtaxprep.com/blog/tax-lien-withdrawal-vs-release/ https://yourtaxprep.com/blog/tax-lien-withdrawal-vs-release/ Wed, 21 Apr 2027 12:00:00 -0000 Compare tax lien withdrawal vs release: what each does to public records, credit, and title, plus how to qualify for withdrawal. https://yourtaxprep.com/blog/tax-refund-direct-deposit/ https://yourtaxprep.com/blog/tax-refund-direct-deposit/ Mon, 19 Apr 2027 12:00:00 -0000 Tax refund direct deposit facts: how it works, split refund choices, wrong account fixes, and tracking your money to the bank. https://yourtaxprep.com/blog/after-tax-day-reset-withholding-and-next-quarter-plans/ https://yourtaxprep.com/blog/after-tax-day-reset-withholding-and-next-quarter-plans/ Fri, 16 Apr 2027 12:00:00 -0000 An after tax day reset for withholding and next quarter plans: fix surprises, update estimates, and plan ahead. https://yourtaxprep.com/blog/tax-lien-subordination-request/ https://yourtaxprep.com/blog/tax-lien-subordination-request/ Wed, 14 Apr 2027 12:00:00 -0000 Learn how a tax lien subordination request lets a new loan jump ahead of the IRS lien for refinancing and business credit needs. https://yourtaxprep.com/blog/paying-balance-due/ https://yourtaxprep.com/blog/paying-balance-due/ Mon, 12 Apr 2027 12:00:00 -0000 Paying balance due amounts with your return: payment methods, timing rules, interest basics, and records that prove you paid. https://yourtaxprep.com/blog/tax-day-week-playbook-file-pay-or-extend-with-calm/ https://yourtaxprep.com/blog/tax-day-week-playbook-file-pay-or-extend-with-calm/ Fri, 09 Apr 2027 12:00:00 -0000 A tax day week playbook to file, pay, or extend with calm: last steps, payment options, and extension facts. https://yourtaxprep.com/blog/tax-lien-discharge-application/ https://yourtaxprep.com/blog/tax-lien-discharge-application/ Wed, 07 Apr 2027 12:00:00 -0000 File a tax lien discharge application to sell property free of the IRS claim, with timing, Form 14135 tips, and closing coordination. https://yourtaxprep.com/blog/last-minute-tax-filing-checklist/ https://yourtaxprep.com/blog/last-minute-tax-filing-checklist/ Mon, 05 Apr 2027 12:00:00 -0000 Last minute tax filing checklist: papers to grab, fast review steps, payment choices, and calm moves for a smooth deadline week. https://yourtaxprep.com/blog/final-filing-sprint-before-tax-day-arrives/ https://yourtaxprep.com/blog/final-filing-sprint-before-tax-day-arrives/ Fri, 02 Apr 2027 12:00:00 -0000 A final filing sprint before Tax Day arrives: verify income, claim every credit, pay smart, and file with confidence. https://yourtaxprep.com/blog/federal-tax-lien-explained/ https://yourtaxprep.com/blog/federal-tax-lien-explained/ Wed, 31 Mar 2027 12:00:00 -0000 Get a federal tax lien explained: what the lien is, how filing works, what it attaches to, and the fastest paths to release. https://yourtaxprep.com/blog/tax-extension-filing/ https://yourtaxprep.com/blog/tax-extension-filing/ Mon, 29 Mar 2027 12:00:00 -0000 Tax extension filing with Form 4868: what an extension does, paying with the request, state rules, and using the extra months well. https://yourtaxprep.com/blog/tax-day-countdown-three-weeks-to-file-or-extend/ https://yourtaxprep.com/blog/tax-day-countdown-three-weeks-to-file-or-extend/ Fri, 26 Mar 2027 12:00:00 -0000 Tax day countdown with three weeks to file or extend: documents, payments, extension rules, and calm final steps. https://yourtaxprep.com/blog/direct-debit-installment-agreement/ https://yourtaxprep.com/blog/direct-debit-installment-agreement/ Wed, 24 Mar 2027 12:00:00 -0000 See direct debit installment agreement benefits: lower setup fees, fewer defaults, penalty savings, and how to switch from manual payments. https://yourtaxprep.com/blog/amended-tax-return/ https://yourtaxprep.com/blog/amended-tax-return/ Mon, 22 Mar 2027 12:00:00 -0000 Amended tax return basics: when to fix a filed return, how Form 1040 X works, refund time limits, and records to attach. https://yourtaxprep.com/blog/hsa-funding-strategy-before-tax-day/ https://yourtaxprep.com/blog/hsa-funding-strategy-before-tax-day/ Fri, 19 Mar 2027 12:00:00 -0000 An HSA funding strategy before Tax Day: prior year contributions, family limits, catch up rules, and record tips. https://yourtaxprep.com/blog/defaulted-installment-agreement-help/ https://yourtaxprep.com/blog/defaulted-installment-agreement-help/ Wed, 17 Mar 2027 12:00:00 -0000 Get defaulted installment agreement help: why plans default, cure notices, reinstatement options, and how to negotiate better terms. https://yourtaxprep.com/blog/s-corporation-reasonable-salary/ https://yourtaxprep.com/blog/s-corporation-reasonable-salary/ Mon, 15 Mar 2027 12:00:00 -0000 S corporation reasonable salary rules: why owner pay matters, facts that set the figure, records to keep, and payroll setup steps. https://yourtaxprep.com/blog/small-business-spring-tax-planning-essentials/ https://yourtaxprep.com/blog/small-business-spring-tax-planning-essentials/ Fri, 12 Mar 2027 12:00:00 -0000 Small business spring tax planning essentials: estimates, books, payroll, and retirement moves that steady the year ahead. https://yourtaxprep.com/blog/business-irs-payment-plan/ https://yourtaxprep.com/blog/business-irs-payment-plan/ Wed, 10 Mar 2027 12:00:00 -0000 Learn how a business IRS payment plan handles payroll and income tax debt, trust fund risks, and staying current on new deposits. https://yourtaxprep.com/blog/s-corporation-election/ https://yourtaxprep.com/blog/s-corporation-election/ Mon, 08 Mar 2027 12:00:00 -0000 S corporation election with Form 2553: who can elect, deadlines that matter, owner consents, and fixing a late election. https://yourtaxprep.com/blog/ira-contribution-strategy-before-the-april-deadline/ https://yourtaxprep.com/blog/ira-contribution-strategy-before-the-april-deadline/ Fri, 05 Mar 2027 12:00:00 -0000 An IRA contribution strategy before the April deadline: Roth or traditional, income limits, and funding steps that still count. https://yourtaxprep.com/blog/irs-online-payment-agreement/ https://yourtaxprep.com/blog/irs-online-payment-agreement/ Wed, 03 Mar 2027 12:00:00 -0000 Set up an IRS online payment agreement in minutes: eligibility, identity checks, direct debit savings, and fixes when the tool says no. https://yourtaxprep.com/blog/llc-or-s-corporation-taxes/ https://yourtaxprep.com/blog/llc-or-s-corporation-taxes/ Mon, 01 Mar 2027 12:00:00 -0000 LLC or S corporation taxes compared: how each entity reports income, where payroll enters, and facts that tip the choice. https://yourtaxprep.com/blog/new-baby-tax-planning-credits-and-withholding-updates/ https://yourtaxprep.com/blog/new-baby-tax-planning-credits-and-withholding-updates/ Fri, 26 Feb 2027 12:00:00 -0000 New baby tax planning: credits and withholding updates every parent should review, from the child credit to dependent care. https://yourtaxprep.com/blog/irs-installment-agreement-financial-review/ https://yourtaxprep.com/blog/irs-installment-agreement-financial-review/ Wed, 24 Feb 2027 12:00:00 -0000 Prepare for IRS installment agreement financial review: Forms 433A and 433B, allowable expenses, and how to present your budget well. https://yourtaxprep.com/blog/business-meal-deduction/ https://yourtaxprep.com/blog/business-meal-deduction/ Mon, 22 Feb 2027 12:00:00 -0000 Business meal deduction records that work: which meals qualify, receipt details, entertainment limits, and reimbursement rules. https://yourtaxprep.com/blog/marriage-tax-planning-after-you-say-i-do/ https://yourtaxprep.com/blog/marriage-tax-planning-after-you-say-i-do/ Fri, 19 Feb 2027 12:00:00 -0000 Marriage tax planning after you say I do: filing status, name changes, withholding, and combining finances the smart way. https://yourtaxprep.com/blog/partial-pay-installment-agreement/ https://yourtaxprep.com/blog/partial-pay-installment-agreement/ Wed, 17 Feb 2027 12:00:00 -0000 Learn partial pay installment agreement strategy: pay what you can afford monthly while the collection statute expires on the rest. https://yourtaxprep.com/blog/business-mileage-log/ https://yourtaxprep.com/blog/business-mileage-log/ Mon, 15 Feb 2027 12:00:00 -0000 Business mileage log rules that hold up: what each entry needs, paper or app tracking, commuting limits, and rate choices. https://yourtaxprep.com/blog/side-gig-taxes-quarterly-planning-for-freelancers/ https://yourtaxprep.com/blog/side-gig-taxes-quarterly-planning-for-freelancers/ Fri, 12 Feb 2027 12:00:00 -0000 Side gig taxes made simple: quarterly planning for freelancers covering estimates, mileage, home office, and record keeping. https://yourtaxprep.com/blog/guaranteed-installment-agreement/ https://yourtaxprep.com/blog/guaranteed-installment-agreement/ Wed, 10 Feb 2027 12:00:00 -0000 See how a guaranteed installment agreement gives qualifying taxpayers an automatic plan for balances under $10,000 with simple terms. https://yourtaxprep.com/blog/small-business-bookkeeping/ https://yourtaxprep.com/blog/small-business-bookkeeping/ Mon, 08 Feb 2027 12:00:00 -0000 Small business bookkeeping that supports filing: simple account setup, monthly habits, payroll papers, and a clean year end close. https://yourtaxprep.com/blog/filing-season-game-plan-for-busy-employees/ https://yourtaxprep.com/blog/filing-season-game-plan-for-busy-employees/ Fri, 05 Feb 2027 12:00:00 -0000 A filing season game plan for busy employees: documents, credits, withholding review, and an error free path to Tax Day. https://yourtaxprep.com/blog/streamlined-installment-agreement/ https://yourtaxprep.com/blog/streamlined-installment-agreement/ Wed, 03 Feb 2027 12:00:00 -0000 Learn the streamlined installment agreement rules: balance limits, 72 month terms, no financial statement, and how to apply online fast. https://yourtaxprep.com/blog/cryptocurrency-tax-reporting/ https://yourtaxprep.com/blog/cryptocurrency-tax-reporting/ Mon, 01 Feb 2027 12:00:00 -0000 Cryptocurrency tax reporting basics: taxable events, wallet records, staking income, and forms that carry digital asset sales. https://yourtaxprep.com/blog/tax-document-checklist-gather-every-slip-before-filing/ https://yourtaxprep.com/blog/tax-document-checklist-gather-every-slip-before-filing/ Fri, 29 Jan 2027 12:00:00 -0000 A tax document checklist that gathers every slip before filing: wage statements, 1099s, mortgage forms, and charity receipts. https://yourtaxprep.com/blog/irs-interest-abatement-rules/ https://yourtaxprep.com/blog/irs-interest-abatement-rules/ Wed, 27 Jan 2027 12:00:00 -0000 Understand IRS interest abatement rules: when interest can be removed, ministerial delay claims, and why penalty relief matters more. https://yourtaxprep.com/blog/investment-sale-tax-reporting/ https://yourtaxprep.com/blog/investment-sale-tax-reporting/ Mon, 25 Jan 2027 12:00:00 -0000 Investment sale tax reporting on Schedule D: short and long term holding, cost basis, wash sales, loss limits, and sale records. https://yourtaxprep.com/blog/retirement-contribution-deadlines-you-can-still-hit/ https://yourtaxprep.com/blog/retirement-contribution-deadlines-you-can-still-hit/ Fri, 22 Jan 2027 12:00:00 -0000 Retirement contribution deadlines you can still hit after January 1: IRA, HSA, and self employed plan windows worth using. https://yourtaxprep.com/blog/penalty-abatement-request-letter/ https://yourtaxprep.com/blog/penalty-abatement-request-letter/ Wed, 20 Jan 2027 12:00:00 -0000 Write a penalty abatement request letter the IRS grants: structure, timelines, exhibits, and sample language that fits Form 843 claims. https://yourtaxprep.com/blog/rental-property-tax-filing/ https://yourtaxprep.com/blog/rental-property-tax-filing/ Mon, 18 Jan 2027 12:00:00 -0000 Rental property tax filing on Schedule E: reporting rents, deducting landlord costs, repair rules, loss limits, and records to keep. https://yourtaxprep.com/blog/january-estimated-tax-deadline-paying-the-fourth-quarter/ https://yourtaxprep.com/blog/january-estimated-tax-deadline-paying-the-fourth-quarter/ Fri, 15 Jan 2027 12:00:00 -0000 The January estimated tax deadline covers fourth quarter income: who must pay, how to pay, and how to avoid penalties. https://yourtaxprep.com/blog/accuracy-related-penalty-defense/ https://yourtaxprep.com/blog/accuracy-related-penalty-defense/ Wed, 13 Jan 2027 12:00:00 -0000 Build an accuracy related penalty defense: negligence rules, substantial understatement tests, and the reasonable basis that removes the charge. https://yourtaxprep.com/blog/schedule-c-tax-filing/ https://yourtaxprep.com/blog/schedule-c-tax-filing/ Mon, 11 Jan 2027 12:00:00 -0000 Schedule C tax filing for small business owners: who files, matching 1099 income, cost categories, profit math, and loss limits. https://yourtaxprep.com/blog/paycheck-withholding-refresh-for-the-new-year/ https://yourtaxprep.com/blog/paycheck-withholding-refresh-for-the-new-year/ Fri, 08 Jan 2027 12:00:00 -0000 A paycheck withholding refresh for the new year keeps each payday on target after raises, moves, marriage, or new family members. https://yourtaxprep.com/blog/estimated-tax-penalty-relief/ https://yourtaxprep.com/blog/estimated-tax-penalty-relief/ Wed, 06 Jan 2027 12:00:00 -0000 Explore estimated tax penalty relief: safe harbor rules, annualized income, waivers for hardship, and how to prevent next year penalty. https://yourtaxprep.com/blog/1099-nec-tax-filing/ https://yourtaxprep.com/blog/1099-nec-tax-filing/ Mon, 04 Jan 2027 12:00:00 -0000 1099 NEC tax filing for freelancers: reading the form, reporting income on Schedule C, tracking costs, and handling missing forms. https://yourtaxprep.com/blog/new-year-tax-reset-organize-records-from-day-one/ https://yourtaxprep.com/blog/new-year-tax-reset-organize-records-from-day-one/ Fri, 01 Jan 2027 12:00:00 -0000 A new year tax reset that organizes records from day one: folders, mileage logs, receipts, and a filing season head start. https://yourtaxprep.com/blog/failure-to-pay-penalty/ https://yourtaxprep.com/blog/failure-to-pay-penalty/ Wed, 30 Dec 2026 12:00:00 -0000 Learn the failure to pay penalty rate, how payment plans lower it, and which relief options remove it after the balance is resolved. https://yourtaxprep.com/blog/w2-review-before-filing/ https://yourtaxprep.com/blog/w2-review-before-filing/ Mon, 28 Dec 2026 12:00:00 -0000 W2 review before filing: how to read each box, spot employer errors, get a corrected form, and handle missing wage statements. https://yourtaxprep.com/blog/holiday-week-money-review-to-close-the-year-right/ https://yourtaxprep.com/blog/holiday-week-money-review-to-close-the-year-right/ Fri, 25 Dec 2026 12:00:00 -0000 A calm holiday week money review: close the books, confirm estimates, organize records, and start January ahead of filing season. https://yourtaxprep.com/blog/failure-to-file-penalty/ https://yourtaxprep.com/blog/failure-to-file-penalty/ Wed, 23 Dec 2026 12:00:00 -0000 Understand the failure to file penalty rate, how it stacks with failure to pay, and the fastest ways to stop it and get relief. https://yourtaxprep.com/blog/year-end-tax-records-checklist/ https://yourtaxprep.com/blog/year-end-tax-records-checklist/ Mon, 21 Dec 2026 12:00:00 -0000 Year end tax records checklist for filers: income forms to expect, deduction papers to pull, and a filing folder that makes tax time calm. https://yourtaxprep.com/blog/final-week-tax-moves-before-december-31/ https://yourtaxprep.com/blog/final-week-tax-moves-before-december-31/ Fri, 18 Dec 2026 12:00:00 -0000 Final week tax moves before December 31: a tight checklist of payments, gifts, and funding steps that must post in time. https://yourtaxprep.com/blog/reasonable-cause-penalty-relief/ https://yourtaxprep.com/blog/reasonable-cause-penalty-relief/ Wed, 16 Dec 2026 12:00:00 -0000 Learn what reasonable cause penalty relief requires: qualifying events, proof the IRS accepts, and how to write a winning request letter. https://yourtaxprep.com/blog/retirement-savings-tax-credit/ https://yourtaxprep.com/blog/retirement-savings-tax-credit/ Mon, 14 Dec 2026 12:00:00 -0000 Retirement savings tax credit rules for modest earners: who qualifies, which contributions count, and how the credit stacks with deductions. https://yourtaxprep.com/blog/last-chance-business-deductions-before-the-calendar-turns/ https://yourtaxprep.com/blog/last-chance-business-deductions-before-the-calendar-turns/ Fri, 11 Dec 2026 12:00:00 -0000 Last chance business deductions before the calendar turns: equipment, supplies, bonuses, and prepaid costs that still count. https://yourtaxprep.com/blog/first-time-penalty-abatement/ https://yourtaxprep.com/blog/first-time-penalty-abatement/ Wed, 09 Dec 2026 12:00:00 -0000 See how first time penalty abatement removes failure to file and pay penalties for one compliant period, plus who qualifies and how to ask. https://yourtaxprep.com/blog/education-tax-credits/ https://yourtaxprep.com/blog/education-tax-credits/ Mon, 07 Dec 2026 12:00:00 -0000 Education tax credits explained for families: American Opportunity and Lifetime Learning rules, eligible costs, and school papers to keep. https://yourtaxprep.com/blog/december-retirement-contributions-that-cut-this-year-taxes/ https://yourtaxprep.com/blog/december-retirement-contributions-that-cut-this-year-taxes/ Fri, 04 Dec 2026 12:00:00 -0000 December retirement contributions that still cut this year taxes: 401k, IRA, HSA, and self employed plan funding before deadlines. https://yourtaxprep.com/blog/offer-in-compromise-compliance-rules/ https://yourtaxprep.com/blog/offer-in-compromise-compliance-rules/ Wed, 02 Dec 2026 12:00:00 -0000 Understand offer in compromise compliance rules during review and the five year period after acceptance that keep your settlement alive. https://yourtaxprep.com/blog/earned-income-tax-credit/ https://yourtaxprep.com/blog/earned-income-tax-credit/ Mon, 30 Nov 2026 12:00:00 -0000 Earned income tax credit basics: who qualifies, how earned income counts, investment caps, common errors, and due diligence records to keep. https://yourtaxprep.com/blog/family-year-end-tax-review-in-one-sitting/ https://yourtaxprep.com/blog/family-year-end-tax-review-in-one-sitting/ Fri, 27 Nov 2026 12:00:00 -0000 A family year end tax review in one sitting: gather documents, confirm credits, set retirement funding, and enter January organized. https://yourtaxprep.com/blog/rejected-offer-in-compromise-appeal/ https://yourtaxprep.com/blog/rejected-offer-in-compromise-appeal/ Wed, 25 Nov 2026 12:00:00 -0000 Learn how a rejected offer in compromise appeal works, appeal deadlines, what evidence wins at Appeals, and when to reapply instead. https://yourtaxprep.com/blog/child-tax-credit/ https://yourtaxprep.com/blog/child-tax-credit/ Mon, 23 Nov 2026 12:00:00 -0000 Child tax credit rules for parents: who counts as a qualifying child, income limits, refundable parts, custody answers, and papers to keep. https://yourtaxprep.com/blog/charitable-giving-strategies-before-december-31/ https://yourtaxprep.com/blog/charitable-giving-strategies-before-december-31/ Fri, 20 Nov 2026 12:00:00 -0000 Charitable giving strategies before December 31: bunching, appreciated stock, QCDs, and records that keep every deduction safe. https://yourtaxprep.com/blog/offer-in-compromise-payment-options/ https://yourtaxprep.com/blog/offer-in-compromise-payment-options/ Wed, 18 Nov 2026 12:00:00 -0000 Compare offer in compromise payment options: lump sum cash versus periodic payments, with costs, multiples, and how to choose wisely. https://yourtaxprep.com/blog/medical-expense-deduction/ https://yourtaxprep.com/blog/medical-expense-deduction/ Mon, 16 Nov 2026 12:00:00 -0000 Medical expense deduction basics: which costs count, the income threshold, insurance and reimbursement rules, and receipt habits that support a claim. https://yourtaxprep.com/blog/harvesting-investment-losses-to-lower-your-tax-bill/ https://yourtaxprep.com/blog/harvesting-investment-losses-to-lower-your-tax-bill/ Fri, 13 Nov 2026 12:00:00 -0000 Harvesting investment losses the right way can lower your tax bill while keeping your portfolio on track into the new year. https://yourtaxprep.com/blog/offer-in-compromise-application-process/ https://yourtaxprep.com/blog/offer-in-compromise-application-process/ Wed, 11 Nov 2026 12:00:00 -0000 Follow the offer in compromise application process from transcripts to decision, with forms, fees, timelines, and common mistakes to avoid. https://yourtaxprep.com/blog/home-office-deduction/ https://yourtaxprep.com/blog/home-office-deduction/ Mon, 09 Nov 2026 12:00:00 -0000 Home office deduction rules for remote workers and owners: who qualifies, simplified or actual methods, and records that keep the claim solid. https://yourtaxprep.com/blog/open-enrollment-tax-moves-hsa-fsa-and-premium-choices/ https://yourtaxprep.com/blog/open-enrollment-tax-moves-hsa-fsa-and-premium-choices/ Fri, 06 Nov 2026 12:00:00 -0000 Open enrollment tax moves that matter: HSA and FSA funding, premium choices, and withholding updates for the year ahead. https://yourtaxprep.com/blog/effective-tax-administration-offer/ https://yourtaxprep.com/blog/effective-tax-administration-offer/ Wed, 04 Nov 2026 12:00:00 -0000 Learn when an effective tax administration offer settles a collectible debt for hardship or fairness reasons, and what proof is required. https://yourtaxprep.com/blog/charitable-donation-deduction/ https://yourtaxprep.com/blog/charitable-donation-deduction/ Mon, 02 Nov 2026 12:00:00 -0000 Charitable donation deduction rules in plain terms: which gifts qualify, receipt thresholds, noncash gift papers, and logs that survive a review. https://yourtaxprep.com/blog/quarterly-estimates-catch-up-avoid-a-january-surprise/ https://yourtaxprep.com/blog/quarterly-estimates-catch-up-avoid-a-january-surprise/ Fri, 30 Oct 2026 12:00:00 -0000 Catch up on quarterly estimates before January: review what you paid, cover the fourth quarter, and avoid an underpayment surprise. https://yourtaxprep.com/blog/doubt-as-to-liability-offer/ https://yourtaxprep.com/blog/doubt-as-to-liability-offer/ Wed, 28 Oct 2026 12:00:00 -0000 See how a doubt as to liability offer challenges a wrong IRS assessment without a financial statement, and what proof wins these cases. https://yourtaxprep.com/blog/standard-deduction-or-itemized-deductions/ https://yourtaxprep.com/blog/standard-deduction-or-itemized-deductions/ Mon, 26 Oct 2026 12:00:00 -0000 Standard deduction or itemized deductions: see how each path works, which costs can be itemized, and how to pick the larger benefit with confidence. https://yourtaxprep.com/blog/fall-withholding-checkup-tune-your-paycheck-before-year-end/ https://yourtaxprep.com/blog/fall-withholding-checkup-tune-your-paycheck-before-year-end/ Fri, 23 Oct 2026 12:00:00 -0000 A fall withholding checkup tunes your paycheck before year end so you avoid a balance due or reclaim cash from an oversized refund. https://yourtaxprep.com/blog/reasonable-collection-potential/ https://yourtaxprep.com/blog/reasonable-collection-potential/ Wed, 21 Oct 2026 12:00:00 -0000 Understand reasonable collection potential, the IRS formula that sets the lowest offer amount the agency will accept on back taxes. https://yourtaxprep.com/blog/s-corporation-tax-return/ https://yourtaxprep.com/blog/s-corporation-tax-return/ Mon, 19 Oct 2026 12:00:00 -0000 S corporation tax return filing explained: what Form 1120S covers, how K1 schedules reach owners, and records that keep an S corp return clean. https://yourtaxprep.com/blog/year-end-tax-planning-moves-to-make-before-december/ https://yourtaxprep.com/blog/year-end-tax-planning-moves-to-make-before-december/ Fri, 16 Oct 2026 12:00:00 -0000 Smart year end tax planning moves before December: withholding, retirement, giving, and business steps that lower your bill while time remains. https://yourtaxprep.com/blog/offer-in-compromise-eligibility/ https://yourtaxprep.com/blog/offer-in-compromise-eligibility/ Wed, 14 Oct 2026 12:00:00 -0000 Learn how offer in compromise eligibility works, who qualifies for IRS settlement, and what the agency reviews before accepting less. https://yourtaxprep.com/blog/individual-tax-return-preparation/ https://yourtaxprep.com/blog/individual-tax-return-preparation/ Mon, 12 Oct 2026 12:00:00 -0000 Individual tax return preparation explained in plain terms: papers to gather, how review works, and when to call a Salt Lake City preparer.