The Virtual CPAs

💡 Claiming the R&D Tax Credit? Innovation alone may not be enough.

A recent $2.6 million tax dispute involving Publix is putting the spotlight on an important issue for businesses: documentation.

From software development to product improvements, businesses may qualify for valuable R&D tax benefits, but the activities and expenses behind the claim need to be properly supported.

Our latest blog breaks down:
✅ What may qualify for the R&D Tax Credit
✅ Why documentation matters
✅ What businesses should prepare for in 2026
✅ Key lessons from the Publix dispute

Read the full blog:
https://www.thevirtualcpas.com/blogs/rampd-tax-credit-rules-what-businesses-should-know-in-2026

Strong businesses are built on clarity, not guesswork. 📊

When you understand your numbers, you can make smarter decisions, plan ahead, and move your business forward with confidence.

Let Virtual CPAs help bring clarity to your finances.

🌐 www.thevirtualcpas.com

How private is the information you share with the IRS? 🔐

A federal court battle over IRS and ICE data sharing is raising important questions about taxpayer confidentiality and when tax information can legally be shared with other agencies.

Our latest blog breaks down what the case means, what IRC Section 6103 protects, and what taxpayers should know now.

🔗 Read more: https://www.thevirtualcpas.com/blogs/can-the-irs-share-your-tax-information-what-the-irs-ice-data-sharing-case-means-for-taxpayers

Back-to-school season can come with more than supply lists and tuition bills. 📚✏️

From classroom expense deductions for eligible teachers to 529 plan benefits and education tax credits, there may be opportunities to save when you know what to look for.

Before you spend, contribute, or withdraw funds for education expenses, make sure you understand which tax benefits may apply to you.

Need help making sense of your options? Visit www.thevirtualcpas.com

Thoughtful guidance starts with taking the time to listen. 💙

We’re grateful for this kind review and for the opportunity to answer questions, provide clarity, and help clients feel more confident about their next steps.

Thank you, Qin, for trusting Virtual CPAs!

Learn more at www.thevirtualcpas.com

Waiting on a paper tax refund? The delay may be longer than you expect.

In 2026, paper-filed individual returns took an average of 30 days to process, while paper refund checks averaged 36 days. Electronic filing and direct deposit continue to move much faster.

Read the full breakdown and what taxpayers can do to avoid unnecessary delays:

https://www.thevirtualcpas.com/blogs/irs-paper-refund-delays-nearly-tripled-in-2026-what-taxpayers-should-know