EIC Eligibility Updates: What Do Tax Professionals Need to Know

EIC Eligibility Updates: What Do Tax Professionals Need to Know

As tax professionals prepare for the 2025 filing season, staying up to date on changes to the Earned Income Credit (EIC) is essential—not just for compliance, but for maximizing client refunds and minimizing audit risk. The IRS has issued several adjustments for tax year 2024 (filed in 2025), affecting income thresholds, credit amounts, and due diligence requirements. Earned Income Credit updates, EIC 2025 tax season, EIC eligibility 2025, IRS EIC guidelines…

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Privacy Policy for Tax Preparers

Privacy Policy for Tax Preparers

How can clients trust your commitment to their confidentiality? For tax preparers, one of the best ways to showcase your protective security measures is through a specific and thorough privacy policy. We’d love to partner with you to help curate a privacy policy that honors your valued clients and complies with federal laws. Check our latest post for more information on how to make it happen!…

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Year-End Tax Planning

Year-End Tax Planning

While it may be difficult to get you clients' attention during the busy holiday season, it can be well worth their time. Here are five things to talk to clients about before this year ends:…

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