Your 2026 Return Is Already Being Built: The Forms the IRS Will Match Against You

Your 2026 Return Is Already Being Built: The Forms the IRS Will Match Against You

Your 2026 Return Is Already Being Built: The Forms the IRS Will Match Against YouSteve Perry
Published on: 03/11/2026

Your 2026 return is already being built from W-2s, 1099s, and K-1s. Learn how IRS matching works and what to organize before year end with Steve Perry, EA.

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Fourth Quarter Bookkeeping Checklist: Fix These Mistakes Before They Trigger an Audit

Fourth Quarter Bookkeeping Checklist: Fix These Mistakes Before They Trigger an Audit

Fourth Quarter Bookkeeping Checklist: Fix These Mistakes Before They Trigger an AuditSteve Perry
Published on: 24/09/2026

Unreconciled accounts, misclassified expenses, and missing contractor records drive IRS notices. Learn which fourth quarter corrections still protect your return before December 31.

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New IRS Office of Conservation Easements: A Warning for Aggressive Deductions

New IRS Office of Conservation Easements: A Warning for Aggressive Deductions

New IRS Office of Conservation Easements: A Warning for Aggressive DeductionsSteve Perry
Published on: 23/09/2026

The IRS created an Office of Conservation Easements and ended its settlement program the same day. Steve Perry, EA explains how waiting erodes taxpayer leverage and options.

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S-Corporation Compliance Mistakes That Attract IRS Attention

S-Corporation Compliance Mistakes That Attract IRS Attention

S-Corporation Compliance Mistakes That Attract IRS AttentionSteve Perry
Published on: 11/08/2026

S-corporation compliance continues after filing. Learn how IRS matching, reasonable compensation reviews, and notices affect planning and options year-round.

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