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Author: Mark Castro, CPA

Mark has been with CrossLink Professional Tax Solutions (CPTS) since 2008, but has been in the tax industry since 1990. As the government/tax industry liaison for CPTS, Mark has been very active in working with the IRS, States, and other tax industry members to help improve communications, promote standardization, and simplification of eFile systems. Mark has also been active with industry associations as a board member of the National Association of Computerized Processors (NACTP) and the Council of Electronic Revenue Communication Advancement (CERCA) for many years. These two associations work with the IRS and States to help solve key eFile and electronic tax system issues and work to improve the operations of the State and IRS eFile systems.

Head of Household

head of household filing status

The Head of Household Filing Status is included as part of a tax preparer’s due diligence requirements.

Amended Tax Return

When a taxpayer discovers they made a mistake on their tax return, or they are provided with or find additional tax related information after they have filed their return, they can file an amended tax return to correct the errors or add the additional information.

Tax Preparer License

At the present time, an individual does not need a license from the IRS to prepare tax returns. California, Maryland, New York, and Oregon regulate tax preparers, while Connecticut, Nevada, and Illinois require registration or other requirements for tax return preparers.

Preparer Security and Tax Identity Theft

This page is designed to give tax preparers the information they need to meet their security obligations and to improve their defenses against tax related identity theft, which includes safeguarding their computer systems from cybercriminals.

Paid Preparer Due Diligence Requirements

This page is designed to give preparers a overview of their due diligence requirements which include the earned income tax credit, child tax credit, the American Opportunity education credit and now the head of household filing status and the new credit for other dependents.

Tax Refund Schedule

tax refund schedule

If you filed your tax return and are getting a refund, you might be wondering when that extra cash will hit your account. This article provides you with an estimated tax refund schedule and details about tax refunds.

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