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Daily News

Below please find daily updates pertaining to the latest in financial, business, and tax news:

Taxpayer Advocate Service Feed

TAS TAX TIP: Choosing the correct filing status for your tax return

Fri, Feb 21, 2020

Sometimes we see confusion about which filing status people should choose when filing their tax return. Did you know IRS.gov has an online application to help you decide? They do, it’s called What Is My Filing Status?What You'll Need to Determine Your Filing StatusTo use the What Is My Filing Status? tool, you will need to know:• Marital status and spouse's year of death (if app...

NTA Blog: The Taxpayer Advocacy Panel is now recruiting volunteers

Thu, Feb 20, 2020

Subscribe to the NTA’s Blog and receive updates on the latest blog posts from Acting National Taxpayer Advocate Bridget T. Roberts. Additional blogs can be found at www.taxpayeradvocate.irs.gov/blog. The Taxpayer Advocate Service (TAS) is your voice at the IRS. We take this statement seriously, as demonstrated by the work we do to help taxpayers resolve their tax problems. We do more th...

Success Story: Taxpayer requests TAS assistance in challenging IRS audit disallowing EITC claim for her disabled child

Wed, Feb 12, 2020

Every year the Taxpayer Advocate Service (TAS) helps thousands of people with tax problems. This story is only one of many examples of how TAS helps resolve taxpayer issues. All personal details are removed to protect the privacy of the taxpayer. TAS advocated for a taxpayer who was audited by the IRS for two consecutive tax years. For numerous years, the taxpayer claimed Head of Household fili...

TAS Tax Tip: IRS 2019 Form 1040 changes for this tax filing season

Mon, Feb 10, 2020

Taxpayers and tax return preparers should be aware that the Form 1040, U.S. Individual Income Tax Return, changed again this year. Before you file a return, take a look at these filing-related resources and information to help you avoid errors and processing delays. Revised 2019 Form 1040 Last year there were six new numbered schedule forms to go with Form 1040; for this year there are three. F...

Acting National Taxpayer Advocate Bridget Roberts talks taxes with Federal News Radio

Thu, Feb 06, 2020

Acting National Taxpayer Advocate Bridget Roberts talks taxes with Federal News Radio host Tom Temin. Roberts discusses IRS challenges and top issues impacting taxpayers. “Everyday we are working to partner more and more with the IRS to try and come up with new and innovative ways to look at issues and solve problems before they impact taxpayers," says Roberts. The number one issue she sh...

NTA Blog: Local Taxpayer Advocates Deliver Key NTA Annual Report Messages to Members of Congress

Thu, Feb 06, 2020

Subscribe to the NTA’s Blog and receive updates on the latest blog posts from Acting National Taxpayer Advocate Bridget T. Roberts. Additional blogs can be found at www.taxpayeradvocate.irs.gov/blog. This week, TAS’s Local Taxpayer Advocates (LTAs) are in Washington, D.C., presenting the National Taxpayer Advocate’s 2019 annual report to Senators and House Members whose loca...

Sharing Economy Tax Information

Mon, Feb 03, 2020

Many taxpayers work or engage in services that are considered to be a part of the gig or shared economy services. These services often originate through peer-to-peer interactions such as ride-share programs, room rentals, and other freelance work. Following the May 2016 hearing, Taxpayer Advocate Service worked with the IRS to create the information contained on the pages listed below to help y...

TAS assistance offered at local Problem Solving Days

Mon, Feb 03, 2020

  The Taxpayer Advocate Service (TAS) will conduct Problem Solving Day events in communities throughout the country in the coming months and year. During these events, TAS employees from a local office will be available to assist taxpayers in person with tax problems they have not been able to resolve with the IRS. Generally, TAS can assist taxpayers whose problems with the IRS are causin...

TAS Tax Tip: How to Confirm the Identity of a Field Revenue Officer If They Come Knocking at Your Door

Tue, Jan 28, 2020

The Internal Revenue Service (IRS) has begun conducting face-to-face meetings with individual and business taxpayers as a part of a special compliance effort entitled Revenue Officer Compliance Sweep (ROCS). This is an extremely high priority effort where IRS field revenue officers (RO’s) will be working to resolve compliance issues, including missing tax returns and taxes owed, with a s...

TAS Tax Tip: Federal tax return filing options and help

Mon, Jan 27, 2020

Tax return filing season for federal taxes is almost here. The Taxpayer Advocate Service (TAS) has information to help you find tax return filing options and help. Options for Filing a Tax Return Each year, most people who work are required to file a federal income tax return. If you must file, you have two options: Filing a paper tax return, or Filing an electronic tax return (often called el...

"I just wanted to let you know that I am extremely pleased with the work provided by Robertson & Robertson. We used their services to perform an annual audit, which really opened our eyes to our operations. They were able to objectively help us identify issues within our accounting information system that resulted in a very positive impact to our "bottom line", which is valuable for any company in any industry. Robertson & Robertson is a trustworthy and professional accounting firm that I would recommend to any company looking to become more profitable and knowledgeable about their operations".


Javed Meghani
Chairman & CEO, Mega Energy

"2010 was the first year US Imaging, Inc. used Robertson & Robertson, PLLC to prepare the 401(k) audit for our plan's Form 5500. Ben Robertson and Carisma Robertson were extremely professional, yet personable to work with. They were certainly knowledgeable and I would recommend them without hesitation."


Martha Law
CFO, US Imaging, Inc.

"Robertson & Robertson have managed to combine the expertise you would expect from a 'Big Four' firm while still retaining the personal touch. From day one they showed a genuine interest and quickly grasped the issues particular to our business. They have given valuable guidance to our financial team. Our audits have been carried out efficiently and diligently with the minimum of disturbance to the accounting functions. Above all, I have appreciated their objective feedback and support. I highly recommend doing business with them as they will bring about great benefits".


Richard Wakim
President, Brilliant Energy

"In 2011, we engaged Robertson & Robertson, P.L.L.C., to perform our 2010 annual SAS 70 (Type II) audit, and found them to be thorough, professional and consistent with the guidelines established for this particular type of audit. Their firm proved to be infinitely approachable when questions or concerns arose, and were quick to respond to our queries. In all, their knowledge and expertise helped our company to improve our processes, focus on objectives needing to be fine-tuned and left us in an excellent position for the upcoming transition to the SSAE 16 audit."


Mike Pettey
President, Alliance Benefit Group of Houston

"Working with Robertson & Robertson is a very pleasant experience. Their staff is very knowledgeable and up to date on the latest laws and requirements. They are thorough yet considerate of your time. They create a comfortable enough atmosphere to make our review relatively painless. We will be working with them again next year."


Lori Biehle
Vice President, Phoenix Millwork, LLC

"Thorough and professional - those two words summarize my impression of the CPA services provided by Ben Robertson of Robertson & Robertson. From the initial engagement interview, to the final financial review report, to conscientious follow-up, Robertson & Robertson made sure all the "i's" were dotted and all the "t's" were crossed and that JES Tech had everything we needed to fulfill our reporting obligations. Thanks Robertson & Robertson!"


Keith Sabin
Vice President, JES Tech