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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Links mentioned in this episode

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
  • (19:26) - Appointment Scheduling Tools
  • (22:04) - Year End Payroll Filing Prep
  • (25:05) - 1099 Threshold Changes
  • (25:44) - Missing 1099s Compliance
  • (27:22) - 1099-K Threshold Reset
  • (29:07) - W-2 Tips Overtime Codes
  • (32:55) - Year-End Tax Payment Moves
  • (34:44) - Fix Books Before Busy Season
  • (36:48) - W-4 Adjustments And Fees
  • (38:34) - Organizers Process And Software
  • (41:19) - No Paper Checks Banking Info
  • (44:22) - Trump Accounts And New Forms
  • (45:12) - TAS Act And Congress Clock
  • (47:34) - College Sports Bill Update
  • (48:45) - Election Outlook And Wrap-Up
  • (50:11) - Final Thanks And Next Guests

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