Tax Filing, Compliance & Planning
26 attorney-written articles
IRS AEP Starts in Summer 2026: The 2027 FTA Transition and California’s Separate Rule
Distinguish the summer 2026 IRS AEP launch from the 2027 FTA transition, and review California’s separate penalty-relief requirements.
How to Get Your IRS Transcript Request Form
Review available IRS transcript products, request methods and identification requirements. A transcript does not by itself establish filing compliance or resolve a tax dispute.
How to Get an IRS Transcript: 4 Request Methods
Review available IRS transcript products, request methods and identification requirements. A transcript does not by itself establish filing compliance or resolve a tax dispute.
How to Verify IRS Non-Filing Status: 3 Simple Steps
Review available IRS transcript products, request methods and identification requirements. A transcript does not by itself establish filing compliance or resolve a tax dispute.
How to Get IRS Tax Transcripts in 5 Steps
Learn how to select and request IRS tax transcripts, check available years and delivery estimates, and handle business records, address changes and access problems.
How to Retrieve Your Back Taxes Transcript Easily
Review available IRS transcript products, request methods and identification requirements. A transcript does not by itself establish filing compliance or resolve a tax dispute.
The Easiest Way to Get Tax Transcripts from the IRS
Review available IRS transcript products, request methods and identification requirements. A transcript does not by itself establish filing compliance or resolve a tax dispute.
Strategies for Minimizing Crypto Tax Liability in 2025
Digital-asset tax treatment depends on the transaction, basis records and applicable reporting rules. Broker forms do not replace the taxpayer’s complete records.
Filing Old Tax Returns: Deadlines, Records and Payment Options
Review prior-year return filing, refund limitation periods, supporting records and potential collection consequences.
Deducting the Doctor and Using Tax Transcripts for Medical Expenses
Review medical-expense deduction requirements and the limits of IRS transcripts. Supporting receipts and payment records remain important.
The Ultimate Guide to Your Crypto Tax Liability
Digital-asset tax treatment depends on the transaction, basis records and applicable reporting rules. Broker forms do not replace the taxpayer’s complete records.
How to Report Crypto Wallet Activity Accurately
Identify taxable digital-asset transactions, reconcile wallet records and basis, and distinguish U.S. reporting rules from Canadian tax requirements.
The High Stakes Guide to Crypto Margin Trading Taxes
Digital-asset tax treatment depends on the transaction, basis records and applicable reporting rules. Broker forms do not replace the taxpayer’s complete records.
Stop Playing Hide and Seek With the IRS
Review past-due return filing, potential penalties, assessment periods and available payment arrangements.
Unlock Your Savings with Expert Tax Planning in Boston
Review applicable tax reporting, notices and available remedies. Deadlines and eligibility depend on the governing rules and the facts of the particular case.
IRS Tax Issues During Uncertain Financial Times
Struggling with IRS tax problems? Learn how to manage tax debt, avoid penalties, and explore IRS relief programs during financial uncertainty.
IRS Launches Free Tax Filing System for the 2025 Season
Historical overview of IRS Direct File in the 2025 filing season, its eligibility limits, and official reports of discontinuation checked October 1, 2026.
Beware of Emerging Clean Energy Tax Credit Scams
Understand the IRS’s July 2024 warning about improper claims involving purchased clean-energy tax credits and find current IRS reporting instructions.
Missed the Tax Deadline? Here's Your Next Step
Review next steps after a missed tax deadline, including accurate filing, payment and the limits of filing extensions.
Navigating the Smooth Sailing of This Tax Season: Insights and Updates
Read this historical discussion of the 2024 filing season and the Direct File pilot in the context of that period.
Unfiled Tax Returns: What the IRS High-Income Initiative Means for Taxpayers
SCL commentary on the IRS's 2024 nonfiler initiative: review the notice, reconstruct missing records and choose a response based on your filing history.
Unfiled Tax Returns: Understanding the Consequences and Seeking Expert Legal Assistance
Review tax notices, reporting duties and available remedies under the applicable rules. Eligibility, deadlines and outcomes depend on the taxpayer’s circumstances.
Understanding the Substitute for Return: When the IRS Files a Tax Return for You
An IRS substitute for return can lead to a proposed deficiency. Filing a return or contacting the IRS does not extend the Tax Court petition deadline.
The Coveted Home Office Deduction: Do You Qualify to Claim It?
More people than ever before are working from home, however not everyone can claim the home office deduction on their federal income tax return. The IRS rules regarding who can deduct expenses for maintaining a home…
Cash Payment Apps: Form 1099-K Reporting and Tax Rules
Understand current Form 1099-K thresholds, taxable income, personal transactions and correction of payment-platform reporting errors.
Unfiled Tax Returns: Consequences and Compliance
Review tax notices, reporting duties and available remedies under the applicable rules. Eligibility, deadlines and outcomes depend on the taxpayer’s circumstances.