Federal Direct Tax Services

IRS has announced the start of e-filing for the coming tax season as January 26th.

Typically the IRS opens up e-file approximately 1 week prior to the official start date for testing their systems. The tentative dates for these testing periods are January 14th - 16th and January 20th - 23rd.

We we will keep you posted on this as more info becomes available, but as of now, plan for the IRS to start processing returns towards the end of next week!

If you have got had your 2025 tax software installation appointment scheduled, please call into the office.

Call now to connect with business.

Individual OBBBA tax law changes webinar coming soon. Get it on your calendar and look out for the webinar invite! Archived presentation will be available approximately 48 hours after live presentation.

One Big Beautiful Bill Webinar Coming 7/24 - Federal Direct Tax Federal Direct and Preparertraining.com present an important webinar covering the new tax law changes resulting from the Trump Administration’s second large reconciliation package. Federal Direct partners are able to to join the live presentation or watch the archived presentation after the fact. ...

Tax Season will officially begin on January 27th.

Hub testing expected to begin on January 15th. You will be able to send in-season refund advances starting on the first day of hub testing!

FD HQ is heading into full tax season hours beginning January 15th. M-F: 9am-9pm est. Saturday: 10am-6pm est.

Rocking new merch! Bring on tax season! Pre-ack advances are being accepted. Still no date for start of tax season or hub testing.

For a limited time, new sign-ups get a FREE Federal Direct taxpro Yeti!

If you are a Federal Direct partner, shoot me an email to order your own.

BREAKING NEWS RE: BOI REPORTS

Just yesterday, Dec 3rd, there has been a nation wide preliminary injunction against enforcement of the upcoming mandatory BOI reporting deadline of January 1st 2025. This is a preliminary injunction and we do assume the government will be appealing the decision, but as it stands now, the reporting deadline of January 1st 2025 is now not enforceable.

Federal Direct is still completing BOI reports for partners and small business clients. If you or your client need a BOI report completed please complete the engagement letter and BOI questionnaire and upload these documents along with the beneficial owners IDs to the Federal Direct Partner Portal for completion. The necessary documents and the necessary upload tool is located on the FD partner portal / Partner Resources / ERO Resources / BOI Reporting.

Happy Thanksgiving! We hope everyone has a great holiday spent with friends and family!

Federal Direct Corporate office and support services will be closed Thursday 11/28 & Friday 11/29 in celebration of the Thanksgiving Holiday. We will resume normal business hours of Monday - Friday 9am - 6pm Eastern on Monday December 2nd.

Join us for a webinar covering capital gains, asset sales, and stocks!

This course is worth 2 credits for IRS continuing education for Enrolled Agents and AFSP Tax preparers.

register.gotowebinar.com

Reminder that returns are due 9/16/2024 for Scorps and Partnerships previously on extension. Be sure to get these returns processed before the end of the day Monday 9/16 and monitor for any rejections that need to be fixed and resubmitted over the next several days to ensure timely filing.

Individual 1040 returns on extension have 1 more month to finalize and file. Deadline for Individual returns is 10/15.

Our second webinar covering ITINs. Today's webinar gets into the nitty gritty regarding form selection, SPT, response handing and exceptions! This webinar is worth 1 credit for IRS CE.

We'd love to have you join us!
https://register.gotowebinar.com/register/7639748079473963608

Hot Topic Alert!

Today at 2 pm EST we will be hosting a webinar covering ITINs. This webinar will be worth 1 CE credit for AFSP tax preparers and for enrolled agents.

https://register.gotowebinar.com/register/7528732589440380767

Join us for tomorrow's webinar "Digestible Circular 230"

-Worth two (2) credits!

register.gotowebinar.com