Don't Cool Off Yet: Post-Tax Season Actions That Matter
From Federal Tax Updates by Roger Harris, EA and Annie Schwab, CPA
April 27, 2026 · 54 min · Episode 74
About this episode
Roger and Annie discuss essential post-tax season actions and provide updates on IRS matters.
Roger and Annie kick off post-tax season with a checklist of what to do now — from chasing down e-file rejections to evaluating your firm's clients, staff, and workflow while it's all still fresh. They also cover the latest OBBA updates on No Tax on Tips, key IRS filing season stats from the April 15th Congressional hearing, and an urgent reminder about the Kwong v. United States penalty relief deadline that's closer than you think. Sponsors Padgett - Contact Padgett or Email Jeff Phillips Get NASBA Approved CPE or IRS Approved CE Launch the course on EarmarkCPE to get free CPE/CE for listening to this episode. Links mentioned in this episode Chapters (00:00) - Welcome to Federal Tax Updates (01:11) - How Filing Season Went (03:22) - E File Perfection Period (05:43) - Avoid Rejection Penalties (06:42) - Post Season Firm Review (09:04) - Staff Clients Tech Tune Up (11:43) - Receivables And Reality Check (14:43) - Extensions And Client Capacity (17:36) - Kwong Case Penalty Relief (22:15) - How To File Form 843 (24:15) - Finding Penalties And Advising Clients (26:23) - Refund Tips Appeal Risk (28:30) - Appeal Or Move On (29:43) - Find Claims And Notify Clients (31:15) - Value Price…
People in this episode
Hosts: Roger Harris, Annie Schwab
Topics covered
- post-tax season actions
- IRS updates
- client evaluation
- workflow review
- penalty relief
- e-file rejections
Keywords
- post-tax season
- e-file rejections
- IRS updates
- penalty relief
- client evaluation
Sponsors
Padgett
Mentioned in this episode
Organizations: IRS
More episodes of Federal Tax Updates
- Off-Season, On Notice: Refund Deadlines and a New IRS · June 1, 2026 · 56 min
- Live from the NAEA Fly-In: A Filing Season Debrief · May 11, 2026 · 53 min
- Hackers Don't Take Tax Season Off · April 13, 2026 · 60 min
- Free Money on the Table: What the Kwong Case Means for Your Clients · March 30, 2026 · 58 min
- 40% Through: Filing Season Updates & Legislative Chaos · March 16, 2026 · 56 min
- Tips, Overtime, and Meals: What's Actually Happening This Filing Season · March 2, 2026 · 58 min
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