As a reminder, the New York Secure Choice Program requires New York employers with 10 or more employees who do not offer a qualified retirement plan to automatically enroll their employees in this new state-sponsored retirement plan. Employers with 10 to 14 employees are required to register by July 15, 2026. (Employers with 30 or more employees were already required to register with the progr...
Practitioners must annually certify that they have a written information security plan (WISP) for protecting client data when they renew their Practitioner Tax Identification Number (PTIN) each year. The IRS provides a model plan in its Publication 5708, Creating a Written Information Security Plan for your Tax & Accounting Practice. This publication was last updated in August of 2024. Pub...
As discussed in our post on January 29, 2026, and March 24, 2026, the IRS has been sending a CP53E notice in the mail to taxpayers who requested a refund by check when they filed their 2025 federal income tax returns. The notice requests that taxpayers provide bank account information for the direct deposit of the refund through an IRS online account. Recently, the Taxpayer Advocate Service of...
