Taxes

Sales tax challenges of software and tech companies

The 2018 Supreme Court Wayfair decision gave us a bright line standard for determining sales tax nexus: Generate a set...

Why is My Refund Smaller This Year?

April 6, 2023 The average tax refund so far in 2023 has been just over $1,960, which is about 11%...

What is the IRS Collection Statute of Limitations?

April 4, 2023 They say that death and taxes are the only two certainties in life. However, taxes are only...

Six tips to respond to a sales tax audit

You just got notice of a sales tax audit. What now? Ideally, you’ve done your homework and put in place...

The latest on a national sales tax

Everything old is new again – and that goes for ideas of a national sales tax. H.R.25 of the 118th...

How IRS Installment Agreements Work

March 29, 2023 When most people first examine tax relief options, they might have their hopes set on an offer...

How Tax Relief Works

March 28, 2023 Owing the IRS can be one of the most stressful situations a taxpayer can face. Recent data...

TaxConnex® Receives World Class NPS Score for Third Year in a Row

We recently completed our third annual client survey and are excited to announce that we have received a world class...

Get to Know TaxConnex: Partner Q&A Series – Jackie Breiter

Looking to find out more about TaxConnex? What better way than hearing from our founders and partners? Learn from the...

Tax Information for Different Tax Filing Stages

The tax information you need all in one place. We’ve put together a master list of helpful articles for your...

Optima Continues its Winning Run of Customer Service Team of the Year in Financial Services

March 22, 2023 The company’s exemplary customer service team was recognized for the fourth straight year. Optima Tax Relief, the...

How to Avoid Tax Scams & Fraud

March 21, 2023 Tax scams have become one of the most popular ways criminals steal money and identities. The IRS...