Tax Season Never Ends: What to Do Before the Next One

Roger and Annie lay out what tax pros should tackle between the October 15 extension deadline and next tax season, from IRS online accounts, WISP updates, and adding a second principal to your EFIN to pricing, hiring, and letting go of problem clients. They also cover what changes for year-end 2026 information returns, including the retirement of the FIRE system in favor of IRIS, higher 1099-NEC and 1099-K thresholds, and new W-2 codes for tips and overtime with no transition relief this time. Plus, an update on the Taxpayer Assistance and Service (TAS) Act, which passed the Senate and now needs the House to act before this Congress ends.

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Chapters

(00:00) - Welcome Back Annie

(02:22) - Online IRS Accounts

(06:50) - WISP Cybersecurity Refresh

(10:16) - PTIN Renewal Checklist

(11:19) - EFIN Backup Principal

(14:12) - Pricing Hiring Client Cleanup