Tax preparation

Nearly half of advisors are considering adding this service, according to the Financial Planning's October Financial Advisor Confidence Outlook.

A clear division is emerging between smaller independent RIAs and their larger billion-dollar competitors, as some firms aggressively pursue a "one-stop shop" model for their clientele.

The National Association of Tax Professionals criticized an ad promoting Intuit's TurboTax full-service option, saying it encouraged taxpayers to leave their professional preparers.

The IRS is taking applications for funds for its Tax Counseling for the Elderly and VITA programs.

Whether they're enthusiastic or terrified, tax practitioners are anything but indifferent to the rise of artificial intelligence.

Taxpayers who filed early this year and reported state tax refunds they received in 2022 as taxable income should consider filing an amended return.

Tax pros who have begun working on their clients' returns are encountering a slight change in wording at the top of Form 1040.

The Internal Revenue Service pledged to improve taxpayer service this year.

With the White House’s proposed Build Back Better legislation and its impact on taxes in limbo, advisors have time to implement key tax planning techniques.

April and Column Tax are among the startups capitalizing on the idea that taxes are part of a person’s financial life and banks are most suited to help with tax preparation and filing.