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Facts Only by Refundo Episode 25

Jesse Arroyave on Feb 16, 2016

Check out our latest episode of #faxonly by Refundo! This video helps provide a way to get your preparation fees a bit faster.

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Facts Only by Refundo Episode 24

Jesse Arroyave on Feb 15, 2016

We hope you had a great Presidents weekend, and as usual, we are in the office ready to answer any questions you may have!

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Facts Only by Refundo Episode 22

Jesse Arroyave on Feb 11, 2016

We are very pleased that our efforts have helped make this tax season much easier! Our calls this week have been primarily focused on reprinting checks, and everyhting has been handled well.

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Facts Only by Refundo Episode 20

Jesse Arroyave on Feb 09, 2016

Our latest episode talks about what to expect this week and what not to do with checks!

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5 Tax Resources That Help People With Disabilities

Steve Brummet on Apr 10, 2015

The IRS understands the need to make sure individuals with disabilities receive simple and easy access to tax help and education. There are many resources available to support taxpayers with disabilities, as they work toward fulfilling their tax obligations. As a tax professional, it’s important that you have some information regarding the topic to help clients and their family members.

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The Real Price of Tax Fraud

Daphne Veras on Mar 27, 2015

Whether this is your first tax season, or your 21st, I’m sure you’ve encountered attempts at fraud in one form or another.

It’s hard to maintain your competitive edge in this industry, and sometimes it may seem like cutting a few corners can help you get a leg up; it’s a victimless crime anyway, right?


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AICPA Files Lawsuit to Stop IRS’s New AFS Program for Tax Preparers

Daphne Veras on Jul 31, 2014

So here’s the latest we’ve gathered about the progress of this Annual Filing Season program started by IRS in a renewed effort to regulate tax preparers, or to allow tax preparers to “voluntarily” regulate themselves by participating.

As we mentioned on our last webinar, IRS has been careful to call the AFS program “temporary” and “voluntary” but they hope to be able to institute a more formal program soon enough.

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IRS Loses Appeal: Loving V IRS Case Update

Daphne Veras on Feb 11, 2014

In response to the September 2013 IRS appeal, the U.S. Court of Appeals ruled today that the agency has no authority to require tax return preparers to pass competency exams, pay annual fees and complete at least 15 hours of continuing education courses each year.

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IRS Appeal: Loving v IRS Case Update

Daphne Veras on Sep 26, 2013

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Report From the IRS Tax Forums: An Update

Ross Wolfe on Jul 20, 2012


Just a friendly update from the folks at Refundo on the IRS Tax Forums, conveyed via carrier pigeon (still the safest and most reliable mode of communication)


Refundo visits trade show conventions in Orlando, Atlanta, and San Diego

Three down, three to go.

The IRS Nationwide Tax Forums in Orlando, San Diego, and Atlanta have come and gone.  You may remember the preview of the conferences we provided a few weeks ago, which went over the different venues that were planning to host them and the various programs they would feature for tax specialists.  Now that a few of them have actually taken place, though, we thought it might be time for an update on how they went and what the Refundo team was up to while we were out there.

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