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Tax Pro Collective Tax Pro Collective helps tax professionals build independent, profitable businesses through education, systems, strategy, and community.

Home of CE Success Solutions, helping tax professionals become IRS-approved continuing education providers.

10/21/2026

Form 8867 in 60 seconds.

Most preparers treat this form like paperwork. It is not paperwork. It is the receipt that proves you asked the questions, checked the answers, and wrote it down. When the IRS comes asking how you knew your client qualified, this form and your notes are the whole conversation.

The IRS teaches due diligence free today at 12 PM Eastern, and at 3:00 PM we go live inside Tax Pro Collective to turn it into office practice. Full video is on our YouTube channel.

10/20/2026

Tax pros: NIL income = taxable income.

I keep saying it because your clients are about to learn it the hard way. The endorsement check is income. The sponsorship post is income. The free shoes and gift cards are income too, at what the product is worth, even when no tax form ever shows up.

Ask your clients about NIL income this season before the IRS asks them first.

The full video, NIL Taxes Explained, drops Thursday on the Tax Pro Collective YouTube channel.

🚨 TAX PROS, IT'S OFFICIAL! 2027 PTIN RENEWAL IS NOW OPEN! 🚨Tax professionals, it's time to get ahead of the game!The IRS...
10/19/2026

🚨 TAX PROS, IT'S OFFICIAL! 2027 PTIN RENEWAL IS NOW OPEN! 🚨

Tax professionals, it's time to get ahead of the game!

The IRS is officially accepting 2027 Preparer Tax Identification Number (PTIN) applications and renewals, and whether you're a new preparer, a seasoned tax professional, or a tax office owner, this is one deadline you DON'T want to overlook!

📌 HERE'S WHAT YOU NEED TO KNOW:

âś… 2027 PTIN Renewal Fee: $18.75

âś… Online Renewal: Approximately 15 minutes

âś… Paper Applications: Approximately 6 weeks to process

âś… Current PTIN Expiration: December 31, 2026

âś… Renewal Requirement: PTINs must be renewed annually.

Tax Pro Collective | Where Tax Professionals Learn, Grow & Build

The IRS is giving away the due diligence training most preparers end up paying for.On Wednesday, October 21 at 12 PM Eas...
10/19/2026

The IRS is giving away the due diligence training most preparers end up paying for.

On Wednesday, October 21 at 12 PM Eastern, the IRS is running a free 90 minute training: How Much Do You Know About Refundable Credits? EITC, Child Tax Credit, Head of Household, Form 8867, all of it. Register with the IRS, attend live, and eligible preparers earn 1 CE credit.

Here is what nobody tells you. Due diligence is where preparers get fined. Not on the math. On the questions they did not ask and the documentation they did not keep.

So Tax Pro Collective is building next week around it. My due diligence video drops Monday so you hear about this in time to register. Inside the community, we are going live Wednesday afternoon for a working session on what it means for your office, and the training replay will live in the community for members.

Two ways to be ready:
Want the CE credit? Register with the IRS and attend live Wednesday. Link is in the first comment.

Want the replay, the working session, and a community that keeps you ahead of IRS announcements like this one? Join Tax Pro Collective. Link is in the first comment.

One honest note: the CE credit comes only from the IRS. Watching inside TPC is for learning, and we will never dress it up as anything else.

Register for the free IRS training here: https://www.webcaster5.com/Webcast/Page/1148/54590.

Join Tax Pro Collective here: https://www.skool.com/vinson-management-group-5378.

My due diligence video drops Monday, and our live working session is on the community calendar for Wednesday at 3:00 PM ET.

10/18/2026

A new episode of BUT I DO TAXES! is here.

The Experienced Tax Pro asks the New Tax Pro one simple question: "How did you come up with your prices?"

The New Tax Pro smiles and says... "I charge what everybody else charges. I do not want people to think I am too expensive."

Here is the part nobody wants to hear. A price you copied from the office down the street was built on their rent, their software, and their courage, not yours. If your price does not cover your costs, your time, and your profit, you do not have a pricing strategy. You have a donation program with a cash register.

Doing taxes is the skill. Pricing is the system that decides whether the skill pays you. Episode 5 is about the gap between the two.

Watch Episode 5, then tell me in the comments: what is one price in your office you know needs to go up this season? And if you missed Episodes 1 through 4, go catch up. The missing systems are stacking up.

10/17/2026

72 hours sounds simple until the IRS checks your years one by one.
One short year can delay your whole EA renewal.

The EA renewal hours rule: 72 CE hours across three years, at least 16 every year, and 2 of those hours must be ethics every year. The IRS verifies this at renewal. Full breakdown video on the channel.

Watch the full EA Renewal 2027 video. Check your transcript by year, not just by total.

CE providers: if the IRS issued you a program number in 2023, it dies on December 31.  Not "sometime next year." Decembe...
10/17/2026

CE providers: if the IRS issued you a program number in 2023, it dies on December 31. Not "sometime next year." December 31, 2026.

Saturday study hall for my CE providers, and today we are going into your catalog.

Every CE program number issued in 2023 expires December 31, 2026. That is this year, weeks from now, in the middle of your renewal window and the 10-business-day reporting stretch.

So pull up your course catalog and give every 2023 program one of three decisions:

1) RENEW it. The course is still accurate, still selling, still serving your students. Line it up for its new program number.

2) UPDATE it. The bones are good but the law, rates, thresholds, or examples have moved. This is most catalogs, if we are honest. Tax law does not sit still for three years.

3) RETIRE it. The course has run its course. Let it go cleanly instead of letting it expire messily in front of your students.

What you cannot do is ignore it and let December 31 decide for you. An expired program number under a live course is a compliance problem with your name on it.

Work the list while renewal is open and you are already in your provider account anyway. And if your catalog review turns into a bigger project than you planned, remember the free 2026 to 2027 CE Provider Year-End Checklist walks through exactly this.

Comment CHECKLIST and I will send it. Providers inside Tax Pro Collective also got the details this week on the CE Provider Year-End Compliance Review through CE Success Solutions, if you would rather hand the whole review to an expert.

Your January security problem starts in October.  The IRS just reminded every tax pro to lock their office down. Here is...
10/16/2026

Your January security problem starts in October. The IRS just reminded every tax pro to lock their office down. Here is the 30-minute version.

Tax pros: the IRS issued its cybersecurity reminder on October 2, and it was aimed at us.

October is Cybersecurity Awareness Month, and this is the last calm month before client documents start flowing into your office. So here is your 30-Minute Tax Office Security Reset. Set a timer and work the list:

1) Change weak or reused passwords. Every tax software and portal login gets a strong, unique password.

2) Turn on multifactor authentication everywhere it is offered. No exceptions for "just this once."

3) Run your updates. Operating system, tax software, browser, all of it.

4) Confirm your backups actually work. A backup you have never tested is a hope, not a backup.

5) Check that client tax records are encrypted, in storage and in transit.

6) Walk your network. Who has the Wi-Fi password? Should they?

7) Review your WISP. If your Written Information Security Plan is missing, outdated, or still a template with blanks in it, that is your red flag.

8) Know your breach move before you need it: report a data breach to your IRS Stakeholder Liaison as soon as possible.

Phishing gets its own warning: the busier you get, the more convincing the fake emails look. Slow down before you click, especially in January.

Do the reset this week, while you still have the bandwidth. Comment DONE when your office is through the list, and share this with a tax pro whose "system" is a sticky note on the monitor.

10/14/2026

Enrolled Agents: if your SSN ends in 7, 8, or 9, your renewal is open. The IRS verifies your CE before they process it. Here is your first move.

EA renewal opened October 1 for the 7, 8, 9 group, and it runs through January 31, 2027. Before Form 8554, pull your CE transcript. The full breakdown video is on my YouTube channel, link in the comments.

Thursday, October 15 is the final deadline for most extension filers to get their 2025 returns in. Before your office cl...
10/12/2026

Thursday, October 15 is the final deadline for most extension filers to get their 2025 returns in. Before your office closes extension season, run these five checks:

1. Outstanding returns. Every unfiled extension return gets a name, a reason, and a next step today, not Thursday morning.

2. Missing documents. One clear message per client with the exact list of what you need. Vague follow ups get ignored.

3. E-file acknowledgments. A return you sent is not a return the IRS accepted. Confirm every acknowledgment is in the file.

4. Unpaid balances. The extension gave your clients more time to file, not more time to pay. Paying as much as possible now limits interest and penalties. Clients hit by a federally declared disaster may have a later deadline, so check before you rush them.

5. Follow up. Every extension client should end this week knowing their return is filed, what they owed or got back, and what happens next.

And when the dust settles, look at why each client needed the extension. Books behind all year points to quarterly organization and tax planning. That list is your offseason offer list.

How many extension returns are you still closing out this week?

Address

600 W Peachtree Street NW Ste 1700 PMB 362
Atlanta, GA
30308

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18552128983

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