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  • 20 Jan 2023 9:13 AM | MaSEA Staff (Administrator)

  • 30 Nov 2022 1:24 PM | MaSEA Staff (Administrator)

    Much of what follows was extracted from the Security Summit Presentation by IRS Tax Practitioner Stakeholder Liaison Jill Maniacci. 

    Take extra steps during the holiday season to protect yourself, your clients and your business against fraudsters. Visit IRS.gov/securitysummit to learn about the extra preventative steps that every tax professional should take.

    Scams are annually on the increase during the tax filing season. Watch out for fake e-mails. Never click on an imbedded hyperlink. These scams leverage common public information about you to con you out of personal and financial information. 

    Remember that the IRS does not email or call taxpayers to demand payments or release refunds. Nor does the IRS want prepaid gift cards or wire transfers. The IRS does not ask for social media, login credentials

    Scams often include urgent messaging that require you to re-authenticate login information. Some scams hide behind a screen, such as the employee/W2 Identity Theft Central Operations. The IRS does offer an Identity Theft Central Business section. Tax professionals should familiarize themselves with the IRS operation at IRS.gov.

    The elderly and all non English proficient Americans are most commonly targeted for contact scams. All taxpayers and tax professionals are subject to email scams.

    Scam emails might be similar to a familiar style, but can be poorly written, include an attachment, include a suspicious source email address. Forward such unsolicited emails to Phishing@IRS.gov and then delete. These scam emails often install malware on your computer. A common tactic is underlined with an expired software license or failed bank deposit.

    Use string passwords, at least 12 upper and lower case letters mixed with numbers and special symbols, such as 8rU1n5*And*r3ds0x.

    An e-filed rejection due to duplicate Social Security Number is an known sign of tax related ID theft, as is an IRS notice for a tax year that the taxpayer did not file a return for. File form 14039 and check out IRS.gov/IDTheft. The IRS sends letter to taxpayers about suspicious tax returns with phone and online contact information.

    All businesses, individuals and tax professionals should apply for an IP PIN at IRS.gov/IPPIN. IP PIN’s are valid for one calendar year and protect your federal tax account from ID theft.

    The Federal Trade Commission has published small business recommendations at FTC.gov. Search “CyberSecurity for Small Business” in the search phrase box.

    In summary:

    • Protect Files, even paper files.
    • Update Security Software
    • Encrypt devices, including Iphones and Icloud storage
    • Use multi-factor authentication
    • Secure your router
    • Train Your staff

    On your website pages that have message us features, imbed something like CAPTCHA to separate individual from machine generated contacts

    Contact Jill.A.Maniacci@IRS.gov for more information about Client Data Security.

  • 26 Oct 2022 2:29 PM | MaSEA Staff (Administrator)

    Anyone who wants to be on the mailing list to participate in the next RI/MA meeting should email Jill Maniacci. The IRS wants practitioner feedback from everyone. Your experience and success when working with the IRS is valued.  Please send questions, concerns and suggestions to Jill.A.Maniacci@IRS.gov

    Maggie Romaniello, Margaret.A.Romaniello@IRS.gov, 860-594-9016, Area 2 Manager Stakeholder Field Communications & Liaison offered at least items

    1. Online self-help tools are available to help practitioners. Utilize the new and improved online 2848 submission, transcript delivery, and installment agreement services. Practitioners have reacted very favorably to the online upload of Power Attorney, Form 2848, feature.
    2. Find the latest IRS operations updates at https://www.irs.gov/newsroom/irs-operations-during-covid-19-mission-critical-functions-continue. Bookmark this page and make it one of your favorites.
    3. Maggie shared an article by the outgoing IRS Commissioner Charles Rettig. His five year term expires in mid-Novembers of this year. Some highlights are…
    • More than 50,000 IRS employees, hired in the 70’s, are retiring over the next few years
    • The majority of new hires will staff the phone lines.
    • Criminal Investigations expects to hire about 300 people.
    • More than 97% of IRS employees do not carry a gun.
    • Taxpayers with income from w-2’s and 1099;s are by far the most compliant
    • The increased funding is spread out over 10 years.
    • The current IRS staffing level is 2/3’s what it was in 1992.

    Bob Allen & Dee Woodward, Massachusetts Local Taxpayer IRS Advocates, are available to resolve individual taxpayer problems that are not handled properly or timely. Taxpayers have the right to quality service. Fax form 911 to Andover at 855-807-9700 or Boston at 855-836-9625. Bob mentioned he saw an uptick of issues about tax returns of deceased taxpayers. He reminded tax preparers that in the case of a single taxpayer to submit form 1310, the court appointed personal represented appointment, and a copy of the death certificate. In the case of a surviving spouse the IRS is supposed to process the return without delay.

  • 19 Sep 2022 2:23 PM | MaSEA Staff (Administrator)

    The Massachusetts Society of Enrolled Agents is looking for volunteers and instructors for its 1040 Tax Update courses. Being schedule for this December and January, be part of the team to help educate your fellow enrolled agents. 

    Next meeting will be held via Zoom on Thursday, September 22 at 10:00 AM.

    If you're interested in helping your fellow EAs, please email Greg Zakarian at greg@zakassociatesinc.com or by phone at 978-822-8032.

  • 13 Jun 2022 8:53 AM | MaSEA Staff (Administrator)

    Practice established in 1984 and operated as a sole proprietorship with no employees. Prepares 600 plus individual returns. We are currently using Drake Tax SoftwareAsking $99,000.

    Contact: Gerard Bolduc

    Email: gerard@abacus.comcastbiz.net

  • 8 Jun 2022 7:40 PM | MaSEA Staff (Administrator)

    MaSEA 2022 Annual Meeting

    June 09, 2022

    In accordance with the Bylaws of the Massachusetts Society of Enrolled Agents, Inc., Article VI, Section 6.02a, I, Amit Johar EA, call all members in good standing to the society's Annual Meeting on Thursday June 9, 2022 virtually. The Annual Meeting shall convene at 4:00 PM.

    At the MaSEA Annual Meeting, Dave Tolleth, (Phd, EA, NTPI Fellow, and past president of NAEA & NJSEA), will deliver the NAEA update. His message provides an essential foundation for the MaSEA Strategic Plan. His message is also important to every NAEA member to understand the initiatives and deliverables of our national association.

    The keynote address this year is delivered by the President of the Center for Taxpayer Rights Keith Fogg. Before retiring from Harvard Law School Professor Fogg won a unanimous decision from the US Supreme Court and against the IRS. Boechler Law Firm in Fargo, ND was assessed $19,250 in penalties for problems with its 2012 tax filing and filed a late Tax Court petition. The US Supreme Court reversed lower court decisions and allows that a taxpayer with good reason is allowed to file late. Due to this ruling much litigation is expected to follow with regards to expiration date statutes. Not only are participants allowed a review of the case as it evolved, but also insights as to ramifications of what will come. One free IRS CPE is available from this presentation.

  • 14 Apr 2022 9:57 AM | MaSEA Staff (Administrator)

    The IRS is cordially inviting you and your small business owner/self-employed members and clients to join us for our annual 2022 Spanish Hearing All Voices Small Business event on Wednesday May 18, 2022, 2:00 p.m. – 4:00 p.m. Eastern Time.

    Hear directly from IRS Executives on topics to help small businesses succeed. Join the conversation on how the IRS can better serve small businesses. Let the IRS know about issues and concerns regarding preparing and paying taxes.

    Presentations from IRS will include:

    • How to avoid common tax problems and tax scams
    • The examination process and payment options 
    • Employment taxes-employee vs. independent contractor
    • How IRS is improving its services to small business owners

    Following the presentations, a Listening Session will be held for participants to voice their questions and concerns.

    When: Wednesday May 18, 2022, 2:00 p.m. – 4:00 p.m. ET

    Where: In the Convenience of Your Home or Office via Zoom 

    The event is FREE!! 

    To Register, click HERE

    You should receive a confirmation email from Zoom after completing registration.

    You can also view the Spanish Hearing All Voices at Webinars for Small Businesses | Internal Revenue Service (irs.gov).

    Please share this information with anyone you feel would benefit from this meeting. 

    Spanish HAV Flyer -May 18 2022 (ENG).pdf

  • 10 Feb 2022 9:59 AM | MaSEA Staff (Administrator)

    We all want to know. Unfortunately, the IRS has not yet ruled if this is taxable. MA will follow whatever the IRS decides. (MA has been waiting about 3 years for a ruling.)

    The IRS ruled that CA's PFML is taxable and the contributions are deductible as medical expenses (subject to 7.5% threshold) on Sch. A. (Side note: CA does not tax the PFML at the state level.) Because the IRS ruled that CA's is taxable, it is probably safest to tell clients to assume taxable unless we hear differently. 

    Beth Logan

    Past President, MaSEA

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