Tax credits are more than just line items — they’re powerful tools that can significantly advance client tax outcomes when understood and applied correctly.

Thanks to changes in federal tax law, many seniors are now positioned to keep more of their hard-earned income and receive larger refunds — a development that’s especially meaningful for clients on fixed incomes.

In this post, we break down exactly what you need to do to become an authorized IRS e-file provider — from creating your e-Services account to passing the IRS suitability check.

The IRS will officially begin accepting individual tax returns for the 2026 filing season on January 26, 2026. With millions of returns expected between opening day and the April 15 deadline, preparation on the front end can make or break a smooth tax season.