Talk:Tax preparation in the United States

Start
I'm starting this article because many other articles talk about tax preparation and there was nothing better to link to except tax; too much information was fragmented across separate articles. I mainly only know about the U.S.; eventually this could be split into Tax preparation in the United States. —Quarl (talk) 2006-07-02 21:22Z 


 * I agree with the point that this will need to be split. Morphh 12:04, 3 July 2006 (UTC)

A few observations and suggestions: First everyone dealing with taxes is subject now to a unified set of rules embodied in Circular 230. What were quaintly refered to as "unenrolled preparers" are now "registered tax preparers". It might be easier to refer to the other group governed by Circular 230 as "Federally Authorized Tax Practitions" (the name used in the IRC) or simply "tax practitioners" rather than the unweildy "attorneys, CPA's, enrolled agents, enrolled actuaries, enrolled retirement plan representatives, etc." The point is (and I think it is an important one) is that all tax practitioners and tax preparers will be held to a unified set of standards which will be administered through a single agency (Office of Professional Responsibility) rather than District based electronic filing coordinators, preparer penalty coordinators, etc).

Enforcement of professional standards will remain with OPR, but a new "Return Preparer Office" will take over administration of approving continuing education courses for both enrolled agents and return preparers (I just got my letter dated April 26!)

I'm not sure how this all should be coordinated with the subjects of preparer regulation and Circular 230. Maybe they should be part of this article until large enough to spin off into separate topics.Jmarsh48 (talk) 14:09, 5 May 2011 (UTC)

ReadyReturn
I checked the reference in Republic, Lost that claimed that "consumer tax software makers" had lobbied against the California ReadyReturn program. The reference Lessig cited mentioned only Intuit, and I'm changing the text to match this. If you know of references beyond what was cited in Republic, Lost, I'd be interested. DavidMCEddy (talk) 03:00, 5 March 2012 (UTC)

Assessment comment
Substituted at 07:40, 30 April 2016 (UTC)

Intuit now owns Credit Karma, and therefore Credit Karma Tax
https://investors.intuit.com/news/news-details/2020/Intuit-Completes-Acquisition-of-Credit-Karma/default.aspx

There is a reference to CashApp owning it that should probably be updated. KJ4IPS (talk) 04:05, 5 April 2024 (UTC)

Direct File
There should probably be some mention of the IRS Direct File Pilot that is now live for taxpayers in selected states. KJ4IPS (talk) 04:05, 5 April 2024 (UTC)