Podcast Episodes
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Adoption Tax Credit: Documentation and Carryforward
Dr. Friday explains how the adoption tax credit can still help reduce taxes, even if it is not fully refundable. She notes it can carry forward up to…
1 month, 2 weeks ago
Still Missing a W-2 or 1099? Make a List
Dr. Friday explains that W-2 and 1099 deadlines generally fall at the end of January, unless an extension is requested. She recommends contacting pay…
1 month, 2 weeks ago
Planning Deductions When You’re Ready to File
Dr. Friday encourages taxpayers to pause before filing and make sure they have considered available deductions. She also mentions planning ahead for …
1 month, 2 weeks ago
Why an Enrolled Agent Is a Smart Choice
Dr. Friday explains what an enrolled agent is and why that credential matters for tax preparation and IRS representation. She also clarifies when you…
1 month, 2 weeks ago
IRS Audit Focus: High Income, Partnerships, Crypto
Dr. Friday highlights areas the IRS tends to prioritize for enforcement, including higher-income taxpayers and complex pass-through entities. She als…
1 month, 2 weeks ago
Missing W-2 or 1099? Check Electronic Delivery
Dr. Friday explains that more W-2s and 1099s may be delivered electronically, which can surprise people waiting for mail. She recommends updating you…
1 month, 3 weeks ago
Use the IRS Portal to Respond to Notices
Dr. Friday shares a positive IRS update: some notices can now be handled through a digital correspondence portal. She explains how uploading your res…
1 month, 3 weeks ago
IRS Relief Options for Hardship and Delays
Dr. Friday explains that IRS relief options may be available when taxpayers face hardship, disasters, or serious processing delays. She recommends do…
1 month, 3 weeks ago
Respond to IRS Identity Verification Letters
Dr. Friday explains that the IRS may send letters asking you to verify your identity after a return is filed. She warns that ignoring these notices c…
1 month, 3 weeks ago
New 1099-DA Reporting for Crypto in 2025
Dr. Friday explains a new IRS form, 1099-DA, that begins in 2025 for digital assets. She notes it will work much like a 1099-B and makes it easier fo…
1 month, 3 weeks ago