Connect with us...

Let us notify you when the next article is published.

Preparing for the IRS Competency Test

Posted on May 1, 2012

There has been quite a bit of discussion within the CTEC and the IRS Tax Preparer community about how to prepare for the IRS competency test. The competency test includes 120 questions and covers the 1040 and ethics. The length...

Read the article »

Mastering your federal tax update while meeting the IRS RTRP CPE requirements.

Posted on March 9, 2012

There is a lot of confusion about the new IRS PTIN program and continuing education requirements. We have written a few blog articles breaking down the PTIN guidelines that may help clarify what is what. ...

Read the article »

Meeting the IRS Registered Tax Preparer (RTRP) 2-Hour Ethics Requirement

Posted on March 8, 2012

The new IRS 15-hour continuing education requirement includes a 2-hour Ethics CPE standard. Many live tax update seminars do not cover ethics, so it can be easy to forget your ethics hours. ClientWhys developed a 2-hour Ethics...

Read the article »

Understanding Your Continuing Education Requirements

Posted on February 7, 2012

Beginning for the 2012 calendar year, all tax preparers who are not exempt are required to complete 15 hours of continuing education. CPAs, attorneys, and Enrolled Agents are exempt from those requirements because they have more...

Read the article »

Power of Attorneys Going to the Wrong Address?

Posted on February 7, 2012

Several practitioners have complained on “CWconnect”, the ClientWhys tax community, that their POAs were going to old addresses. In addition, there are instances where in audit, the examiner has questioned why the...

Read the article »

When Must the Registered Tax Preparer Examination Be Taken?

Posted on February 6, 2012

All non-exempt tax preparers must successfully pass the registered tax return preparer one-time competency examination on or before December 31, 2013. Those who pass the examination and the subsequent tax compliance check and...

Read the article »

Did You Forget to Renew Your PTIN?

Posted on February 6, 2012

Paid preparers cannot prepare returns without a valid PTIN...

Read the article »