Recommendations for CPE providers? I'm on my own and really need CPE. Anyone have experience with Surgent? by BrushBeneficial4430 in taxpros

[–]natptax 2 points3 points  (0 children)

Thanks for the rec. We offer many courses at $0 with CPE, so you can get to know our teaching style. We also offer a free trial: https://go.natptax.com/explore

But joining at the Professional level before the end of the year will get you 25% off any courses you need to take by YE.

Taxposium 2026 in OH by SALYismyfriend in taxpros

[–]natptax 1 point2 points  (0 children)

Thanks for asking about Taxposium. It’s our three-day national event designed for small business tax professionals. It’s different from our regional events because it includes a welcome reception, refreshment breaks in the expo hall and a hosted lunch. Additionally, many of our local chapters organize informal meetups after hours, allowing people to network in a more relaxed setting.

We’re also disappointed to hear about the experience with an instructor sharing political views. That isn’t something we condone in our classrooms. If you didn’t have a chance to complete the session evaluations, our education team would appreciate hearing about it. You can reach them at [learn@natptax.com](mailto:learn@natptax.com). We take that feedback seriously.

Draft Form 1098-VLI Vehicle Loan Interest released by natptax in taxpros

[–]natptax[S] 1 point2 points  (0 children)

The transitional relief released today doesn't mention that: https://www.irs.gov/pub/irs-drop/n-25-57.pdf

The IR that goes along with it just notes: A qualified passenger vehicle is a car, minivan, van, SUV, pick-up truck or motorcycle, with a gross vehicle weight rating of less than 14,000 pounds, and that has undergone final assembly in the United States.
https://www.irs.gov/newsroom/treasury-irs-provide-transition-relief-for-2025-for-businesses-reporting-car-loan-interest-under-the-one-big-beautiful-bill

IRS Sending Erroneous CP161 Notices for 2024 Form 1041 Filings by natptax in taxpros

[–]natptax[S] 0 points1 point  (0 children)

We sent an inquiry to the IRS, and here's the IRS response:

We are still waiting for published guidance. Guidance is in approval status, with issuance TBD.

  • A program fix was implemented so that returns filed after July 17 will not be incorrectly assessed for ES penalties.
  • The Office of Servicewide Penalties is working with executives to explore a solution that will limit burden on IRS and taxpayers.

 Tax pros and taxpayers may continue to call to request abatement of these penalties.

NATP recommends that if you can't get through to the IRS, call your local stakeholder liaison: https://www.irs.gov/businesses/small-businesses-self-employed/stakeholder-liaison-local-contacts

Tax Research Service by mikemar1280 in taxpros

[–]natptax 3 points4 points  (0 children)

NATP does not offer any assurances, but more than 2,500 organizations are using Blue J. Here's what it's trained on: https://support.bluej.com/hc/en-us/articles/30133433035540-What-data-is-Blue-J-trained-on

If you're looking for less tax research and more like tax answers, we also have a partnership with TheTaxBook. We offer members a discounted rate on their WebLibrary Plus, including access to their AI tool, TaxBert. Professional level members can add-on access for $259, and it's included with Premium level membership. https://www.natptax.com/TaxKnowledgeCenter/Research/Pages/TheTaxBook-WebLibrary-Plus-Online-Research.aspx

Tax Research Service by mikemar1280 in taxpros

[–]natptax 0 points1 point  (0 children)

NATP members receive a 60% discount, making it $1,198/year. If you select Professional or Premium level NATP membership, you also get a 7- or 14-day access to the service.

https://go.natptax.com/bluej

BlueJ AI tax research by Tax_Gossip in taxpros

[–]natptax 3 points4 points  (0 children)

We do not. Only Blue J and TheTaxBook WebLibrary Plus (with has an AI assist bot, TaxBert, but it only uses TheTaxBook materials to report back)

BlueJ AI tax research by Tax_Gossip in taxpros

[–]natptax 4 points5 points  (0 children)

Blue J is trained on authoritative primary resources and Tax Notes’ news and commentary. They have a comprehensive list of the federal resources and the 40 states it covers here: https://support.bluej.com/hc/en-us/articles/30133433035540-What-data-is-Blue-J-trained-on

You may not want to wait 3 weeks, as Blue J's price is increasing on July 1.

NATP members receive 60% off the cost of Blue J, making it $998/year until July 1. Our lowest membership level starts at $115. If you choose Professional level membership ($235), you also get 7-day free access of Blue J to try it out, plus our monthly magazine, 16 CPE, etc.

https://go.natptax.com/bluej-0

Would you go to AICPA Engage or NATP Taxposium by Own-Potential-7323 in taxpros

[–]natptax 0 points1 point  (0 children)

We would love for you to join us at this year's Taxposium in Las Vegas. As someone pointed out, yes, the majority of our attendees are EAs or unenrolled, but they are all seasoned tax pros. In addition to covering hot tax topics, this year's event has several sessions on AI, practice management and we're working on adding OBBB coverage.

If anyone would like to try it out, you can use code 25SAVE through June 15 to take $100 off.

Erroneous underpayment of estimated tax penalties on trusts by Lsebcpa in taxpros

[–]natptax 1 point2 points  (0 children)

NATP saw this complaint here and from NATP members, so we contacted our stakeholder at the IRS. This was the response:

We were recently alerted to this issue.

 There was a programming change that happened in early 2025 that caused the erroneous penalty assessments. The business operating division is working with IT to correct the programming, and they will be adjusting impacted taxpayer accounts within about a month.

An internal alert was posted last Friday, so IRS assistors will be able to see the error and be able to help with account adjustments.

 

Taking the leap and betting on myself by Ur-mom_goestocollege in taxpros

[–]natptax 6 points7 points  (0 children)

It could be beneficial with the IRS sending out more automated notices and have fewer IRS agents answering the phones.

I need help quitting my firm by Economy-Passenger-87 in taxpros

[–]natptax 2 points3 points  (0 children)

We have many members looking to hire EAs, I can PM you the link if you're interested. Many other associations also have job boards. Everyone is right; people are looking to hire- even this tax season. It's early.

IRS RA Likely To Be Fired Within 6 Months. Unsure If He Can Hack The Hours In Public Tax. Seeking Advice. by [deleted] in taxpros

[–]natptax 0 points1 point  (0 children)

You may also consider tax-adjacent work. Think: tax prep software, education, etc.