Tax & Accounting News

TaxBuzz Chat: What Tax Season Challenges Are You Facing?

3/3/2021

It's already March, and you know what that means: the last #TaxBuzzChat before the tax filing deadline! (We skip April each year.)

Our March conversation – hosted on our Twitter account @TaxBuzzOnline – was still busy (even during tax season), as we invited pros across the country to join us to discuss questions such as:

Several influential members of Congress have called on the IRS to extend the filing season. Commissioner Rettig said the IRS is not planning on an extension, but said a final decision has not been reached. What is your prognosis?
Client calls about the Economic Impact Payments (stimulus payments) can be distracting – especially from clients that follow the news and think proposed legislation already applies. How are you dealing with these calls?
The Biden plan includes a $1,400 stimulus payment, based upon the 2020 return or 2019 return if the 2020 return has not been filed. This provides an opportunity to delay filing the 2020 return if using 2019 return AGI and family make up would provide a better outcome. Are you giving your clients that opportunity?
Has the late start of the tax season impacted your ability to service your clients? If so, what steps are you taking to mitigate the problem?

Thank you to all the members of the #TaxTwitter community who participated in our March chat – and welcome to all our new attendees. Make sure to check out the full recap below for top highlights of our conversation and sign up to receive our chat invites and recaps via email here.

@TaxBuzzOnline will be hosting our next #TaxBuzzChat on Wednesday, MAY 5th at 10am PT/ 1pm ET. (We will be skipping April due to the tax filing deadline.) Check back for updates to make sure you don't miss out on the conversation and Tweet us if there are topics that you'd like to chat about in the future.

Best of luck with the rest of tax season!

Q1. Several influential members of Congress have called on the IRS to extend the filing season. Commissioner Rettig said the IRS is not planning on an extension, but said a final decision has not been reached. What is your prognosis? #TaxBuzzChat pic.twitter.com/3KpkPrnzxr

A1. They'll extend it. Or we'll extend it for them by creating more work for them for extensions and penalty abatement letters. We can do this the easy way or the hard way, but the work ain't getting done by 4/15. #TaxBuzzChat

A1. I don't freaking care if they extend the deadline - just give us automatic extensions to 9/15 or 10/15. We can calculate extn pymts if needed, but $0 extensions are a waste of time. #TaxBuzzChat

A1 If Congress includes that in the Rescue Act, it will be law.

Otherwise, not happening - file an extension#TaxBuzzChat

A1. Remember, you can always bring issues to the IMRS meetings - they happen every month and are open to constructive suggestions. It may take months or longer to implement - but many things do change. #TaxBuzzChat

Bold prediction Justin #TaxBuzzChat 😜

A1. I don't personally support an extension; however, I think political pressure may cause Treasury to intervene to have the IRS provide a shorter postponement than last year, perhaps until June 15. #TaxBuzzChat

A1. ¯\_(ツ)_/¯

They should extend it to focus on going through their mail.#TaxBuzzChat https://t.co/Hyxg52takh

A1. I wanted to think Rettig was just posturing, but now, I'm pretty sure he's determined to fight moving the deadline as hard as he can. I think Congress will ultimately prevail.https://t.co/3ismIyBBgx #TaxBuzzChat

A1. Once the next relief Bill is signed into law the deadline will be extended. Right after the 3/15 deadline conveniently. #taxbuzzchat

Q2. What percentage of your clients are you interviewing via video chat? What is the feedback from clients? #TaxBuzzChat pic.twitter.com/s8jQnMYzn3

A2. Essentially 100%. Almost all communications with clients is virtual, Zoom, Skype, etc. But my firm is a virtual firm so this has been the situation for years, plus the majority of my clients are non-US based foreign companies (so virtual is the only option) #TaxBuzzChat

A2. We aren't doing any in-person meetings, so it's all video or emails. Despite what our Governer says, we remain closed to the public, for our safety and our clients. #TaxBuzzChat

A2. 100% video chat or regular phone. No in person interviews. Most of my clients are okay with it. #TaxBuzzChat

A2 #TaxBuzzChat I have several that feel the same way Jared. I do miss seeing them in person just to visit. I put in my client letter, "I am offering very limited in-person appointments, e-mail me to request one." So it makes them take one more step to say they really want one.

A2. That seems to be the best approach. Gather info pre interview so you don't waste time. And can actually add advice versus paper chasing during the interview. #TaxBuzzChat

A2. So are we. Mostly, we see clients just to have lunch or socialize. But, in depth planning will often happen with long phone calls, regardless. #TaxBuzzChat

A2. About 40%. The other 60% are just uploading docs and answer follow ups via email/phone. #TaxBuzzChat

After wanting to resist in person meetings (and still will to a degree) I've realized its a differentiator for the right clients.

I have no commute (2.5 mi from the office) so it's a pretty easy add for me, but it can make a difference for those that need it ... plenty of that!

A2. Clientele is older, concerned about COVID, as am I (older and concerned). Video chat, telephone - just a reach out and touch with everyone - more important than ever. #TaxBuzzChat

A2: About 15 percent (mainly zoom and google places) - the rest are good with phone, email, portal & dropoff/pickup. So far not many complaints except occasional WiFi spottiness. #TaxBuzzChat

Q3. Has the added complexity in client situations added a significant amount of time to complete each return? If yes, are you charging for this? #TaxBuzzChat pic.twitter.com/oNGfzbHLRH

A3. I just did a pretty big increase to my base fee this year to compensate me for last year, this year, and next year. #TaxBuzzChat

A3 The client may not have added complexity, but the current tax climate has added to the conversations we have with them. i.e., No, TikTok is wrong, and the new law doesn't apply to you. #TaxBuzzChat

So you missed of @LorilynWilson's #TikTok's last year that allowed us some stress relief? #TaxBuzzChat

A3. I think this is something we're going to see more of, generally, in the #tax space. Even straightforward returns may have nuance bc of new legislation and changing circumstances.

Quoting Scorsese: There's no such thing as simple. Simple is hard. #TaxBuzzChat

A3. One thing less complicated in my practice is compiling all my performing artists' travel expenses and per diem. No one traveled! Or only for January & February 2020. Seriously, though, we have a lot of new ground to cover and discuss with our clients for 2020. #TaxBuzzChat

A3 #TaxBuzzChat Same, Tom. I love not tracking my time.

A3. Most definitely and it depends. Some things we'll absorb but we're tracking extraordinary items separately and will bill accordingly as appropriate. #TaxBuzzChat

Q4. Client calls about the Economic Impact Payments (stimulus payments) can be distracting - especially from clients that follow the news and think proposed legislation already applies. How are you dealing with these calls? #TaxBuzzChat pic.twitter.com/spTDuIt1GM

A4. I'm not spending any time on this. I'll email a quick summary explanation but that's it. There are too many more important issues right at the moment. #TaxBuzzChat

A4. I'm not answering them. I have a "canned" e-mail response that I send to callers with e-mail. I return unsolicited calls with questions at specified times during the week. #TaxBuzzChat

Just hung up from one myself. You're spot on, every situation requires we stop and do the jobs our clients expect of us - no cookie cutter responses on this one...yet

A4. That and the thousands of IRS notices about people not filing 2019 returns - just because the IRS didn't finish processing all that paper. (Is is papier mache' yet?)#TaxBuzzChat

A4 Lots of deep breaths, especially when the conversation starts by trashing some politician. Until this year, my motto has been that until it's signed, I don't care what anyone says. Unfortunately, that doesn't work as much anymore. #TaxBuzzChat

pic.twitter.com/mID0XXlXgC

Q5. There is pending legislation that would retroactively exclude the first $10,200 of unemployment benefits from taxation. Are you delaying filing returns pending the outcome of the legislation, amending if it passes, or giving the client the option? #TaxBuzzChat pic.twitter.com/Aa6CH9wAXO

A5. Recommending that we wait -- for now. I'm giving clients the option, but no one has decided to file yet. I'm gonna suggest to get through this bill and at least a few days to take the temperature of what the Dems want next. #TaxBuzzChat

Exactly. You wait, no harm, no foul. I have to amend? You're paying me for that. #TaxBuzzChat

A5. It might bite me in the booty, but I'm not waiting on this particular bit of legislation. #TaxBuzzChat

A5. It pure accounting fashion: It depends. I've got some clients who really need their refund money and they need it now. I'm okay with amending those if necessary. #Taxbuzzchat

Agreed with this stance wholeheartedly. Very curious to see what the Senate does with the extra money they're saving from the minimum wage portion of the bill and now the changed phase out for stimmies. #TaxBuzzChat

And as with the other answer, if someone tells me they want to delay filing, I make sure to tell them the risks.

If you delay filing, your stimulus checks might be delayed. They might be delayed by a very long time, if certain events occur.

A5. Totally Client option! Amending a return electronically for 2020 may not be before August 2021 when IRS ready. If they owe, it is a factor. If a refund, they want it now. #TaxBuzzChat

Q6. Biden's plan includes a $1,400 stimulus check, based upon the 2020 return or 2019 return if the 2020 return has not been filed. Are you giving your clients the opportunity to delay filing if using 2019 return AGI & family make-up would provide a better outcome? #TaxBuzzChat pic.twitter.com/NhrXmt4PrM

A6 #TaxBuzzChat But if they want to delay filing, I'm putting the onus of them to watch it. I send out the Docusign, it stays active for 4mo. I file whenever they sign, so they can wait until after it passes if they like, but then I don't have to give that my mental energy. 2/

A6. Yes. I'm watching it for clients who are "on the bubble." #TaxBuzzChat

Thank you. I'm getting a lot of "sleazy" vibes for doing right by my clients. My clients feel guilty for taking money they don't need, but I find they're donating it to family members in need to local charities. Plus - it's my job to show them their options. #Taxbuzzchat

Or save some or all of the $$ in case they need it. There's still a lot of uncertainty over what might happen in the next 1 to 2 yrs w/this pandemic.

A6. I am advising all clients whose 2020 AGI would reduce their payment (versus using 2019 AGI) to hold their returns. I have several on hold. No client has objected so far. IMO, it is a simple, legal way to advocate for our client's financial interests. #TaxBuzzChat

You're not manipulating the system IMO. The fact that Congress basically told you to do this AND is giving you the ability to get a catch-up payment later on if 2020 was indeed more favorable is telltale enough for me. #TaxBuzzChat

Fair enough. That's why I like this group. I'll fall back, regroup, and reassess those waiting to be filed. @adammarkowitzEA Do you (or anyone else) have a quick & dirty cheat sheet on this one? #TaxBuzzChat

Anyone over $50k (S)/$100k (M) who has more income in 2020 than in 2019 OR has fewer dependents in 2020 than in 2019 I'm holding onto for the time being. #TaxTwitter #TaxBuzzChat

Remember, there's the "second chance" at getting that money later in the year. I know that people want their EMERGENCY payments this second, but that money is still going to be there later even if 2021 ends up featuring too high AGI. #TaxBuzzChat

A6. If by 'giving clients the opportunity to delay filing" you mean burying myself in 1120S and 1065 returns, then yes. #TaxBuzzChat

Q7. Data is indicating a surge in new business startups. Are you starting to see or forecasting additional accounting and CFO work in 2021? #TaxBuzzChat pic.twitter.com/QGemc5XIvP

A7. A huge focus on mine is eCommerce/online retail. Not only have my online retail clients withstood the pandemic, they've done extremely well (due to shift to online purchasing) Seeing LOTS of inquiries from online retail start-ups, was initially surprised by this #TaxBuzzChat

A7 #TaxBuzzChat I'm not seeing much, but I think #AB5 and other factors here in CA is making entrepreneurs pay a higher cost to start a business.

A7. I think we're going to see different kinds of businesses in 2021 which will present both opportunities for growth and challenges for existing practitioners. The world has changed a lot during the pandemic, #tax included. #TaxBuzzChat

A7.... blindly formed an LLC, typically in a state like WY. It's evident from their inquiry they received no advice & assume they won't be subject to the state tax laws in other states - are surprised to hear their LLC CAN have #statetax nexus in other states #TaxBuzzChat 2/2

A7. Some of my clients in industries that were badly hurt did some start up work on new projects. I think we'll see a number of new small businesses in the near future. (And some of them look pretty awesome!) #Taxbuzzchat

A7 If by start ups you mean folks fleeing corporate jobs, then yes. Especially in companies who do not have generous WFH options post-pandemic, your going to see a surge in turn over. #taxbuzzchat

A7. And anticipated to grow this year, as people who have deferred payroll taxes (employees/ers) get into more trouble. Glad you're there to help. #TaxBuzzChat

A7: I have already been meeting with a couple people who are starting new businesses in 2021 (some new clients, some old.) My phone has been ringing and emails from potential new people for 2020 work just because of my page 1 google listing and five-star reviews. #TaxBuzzChat

Q8. Biden changed the PPP loan qualifications for SE individuals with less than 20 employees, basing the loan amount on 2.5 times the 2019 average monthly gross. Loan applications are being accepted for 2 weeks and started on Feb. 24. Is this enough time? Thoughts? #TaxBuzzChat pic.twitter.com/JHUcAXp4ND

A8. I know the PPP loan qualifications provide for this new calculation for SE individuals (based on gross receipts), but from what I see, the lenders have no applications for the new calculation. Potential borrowers are anxious, but the logistics are not in place. #TaxBuzzChat

Q8. I have such mixed feelings about this. Very unfair to SE folks who already got PPP 1 & 2, somewhat unfair to other entity types. But here's hoping that it does help some SE folks who really need it. And NO I don't think that's enough time. #TaxBuzzChat

Aw, Adam, but this is what I'm here for - the Adam Markowitz uncensored content! #Taxbuzzchat pic.twitter.com/5YlWqQRu5c

Q8. HUH???? Feb 24th. People barely even heard about the option. The time will get extended again, though.

It always does. It's government.#TaxBuzzChat

A8. Is there ever enough time? #TaxBuzzChat

A8. Precisely. And that's exactly what I teach my EA students - aim for a few great clients, instead of hundreds of penny-ante clients!#TaxBuzzChat

A8: Even with the revised rules it is definitely not enough time. It closes next week. Really? #TaxBuzzChat

Q9. Has the late start of the tax season impacted your ability to service your clients? If so, what steps are you taking to mitigate the problem? #TaxBuzzChat pic.twitter.com/55rOfxIpFk

A9. Just keep swimming. #Taxbuzzchat It seems everyone uploaded or dropped off their documents at the same time. And now they're all calling for status updates. pic.twitter.com/0waoIphLQu

A9. February 12th starting date? Not so much of an impact on my practice. Extending the filing deadline would be much more meaningful. #TaxBuzzChat

A9. Crying more. Cussing more. Spending less time with the unnecessary things in life like sleeping. #TaxBuzzChat pic.twitter.com/RohZPMIhoL

A9. Yes and no. My clients tend to be late starters anyway but the compressed 2021 filing season combined with lingering effects of 2020 are sure making me FEEL less effective. And extra salty. #TaxBuzzChat

A9. That's a different issue, Karl. In general, I am about a month behind on all my own workload.

Reaching the point where it's sufficiently overwhelming that I am turning away lots of clients, speaking engagements, etc. (referring clients to my graduates, though)

A9 No, we go ahead and prepare and then wait for the forms to be released. My big problem is we are still waiting on states to release forms 🙃 #TaxBuzzChat

A9. The later e-file start date? No effect. All the tax info in the CAA passed at end of Dec? Add'l stimulus? PPP round 2? Can now take ERC & PPP but no guidance until this wk? Another round of stimulus? That has been v. difficult to manage on top of regular work. #TaxBuzzChat

@ajthecpa1226 Care to share your new system?

A9. Texas was hit with the "freeze" and we have extensions until June 15, so no, in fact, taxpayers are slower than usual to get their information to us. I have forgotten what a "normal" tax season used to look like. #TaxBuzzChat

Q10. What are your thoughts on a wealth tax in principle? Do you believe it will take money out of the private sector that is used for investment, or that it can be an effective way to help pay for government spending? #TaxBuzzChat pic.twitter.com/I0wEL2efmc

A10. Is "neither" an option. I don't think the private sector is investing their extra cash. They are either giving dividends, buying back shares, or sitting on it. That said, I'm not sure it's an effective way to help pay for government spending. #TaxBuzzChat

A10. I get it. But it's just setting up for more complexity and tax avoidance (both the legal and the illegal kind). The principle is fine. The execution would probably be a disaster, though. An effective way of gvmt spending would be balancing debits and credits. #TaxBuzzChat

A10 #TaxBuzzChat I agree, the concept of a wealth tax ignores those cash-poor, single-asset-rich who could/would be destructively hit.

A10. Gah - tough question. I don't think it will take money out of the private sector. and we need something - wealth inequality has gotten way out of control. What we need is for more large biz's to pay their EE's a fair wage. #TaxBuzzChat

A10. Skip the wealth tax, increase income tax rates, probably have a similar effect on wealthy peeps. Maybe eliminate the exemption of federal tax on muni bonds. #TaxBuzzChat

And if you don't believe that, I'll have you talk to my low income clients who are convinced that they have to pay estate taxes when they die. #Taxbuzzchat

A10. A wealth tax is something that sounds good in theory to people who will not be subject the tax. From a more realistic and practical perspective, it would be tremendously difficult to implement, and it is highly unlikely to receive sufficient support in Congress. #TaxBuzzChat

A10. We don't need a new tax regime. Please modify the existing income tax to meet our budgetary and social goals. We need simplification, not new complex tax law provisions. #TaxBuzzChat

A10: Just another way to tax things beside income and make it complicated to implement, regulate and account for. Politicians should be required to account for some of the tax items they pass!!😠 #TaxBuzzChat

That's a wrap #TaxTwitter! Thanks to all of you for joining this month's #TaxBuzzChat. Feel free to keep chatting today - recap will be up soon. There will be NO CHAT in April due to the tax deadline. Good luck and we'll see you MAY 5th @ 10am PT for the next one!

— TaxBuzz.com (@taxbuzzonline) March 3, 2021

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Lauren Detweiler

I am equal parts marketer, traveler, and writer, and I've been doing all three for as long as I can remember. I have spent most of my time since graduating university traveling and working remotely in Africa and Europe. My passion lies in conveying the right messaging to the right people, and being a part of the CountingWorks and TaxBuzz team means I get to do that not only for our company, but for clients across the country as well.

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- D. Taxbuzz and CountingWorks, Inc. do not endorse any User Submission or any opinion, recommendation, or advice expressed therein, and Taxbuzz and CountingWorks, Inc. expressly disclaim any and all liability in connection with User Submissions. Taxbuzz does not permit copyright infringing activities and infringement of intellectual property rights on its Website, and Taxbuzz will remove all Content and User Submissions if properly notified that such Content or User Submission infringes on another's intellectual property rights. Taxbuzz reserves the right to remove Content and User Submissions without prior notice and without liability. Taxbuzz may also terminate a User's account and access to its Website if that User infringes a third party’s intellectual property rights and/or has had a User Submission removed from the Website. Taxbuzz reserves the right to decide whether Content or a User Submission is appropriate and complies with these Terms and Conditions for violations other than copyright infringement and intellectual property law, such as, but not limited to, pornography, obscenity or defamatory material. Taxbuzz may remove such User Submissions and/or terminate a User's account and access for uploading such material in violation of these Terms and Conditions at any time, without liability, without prior notice and at its sole discretion.
- E. If you are a copyright owner or an agent thereof and believe that any User Submission or other content infringes your copyrights, you may submit a notification pursuant to the Digital Millennium Copyright Act ("DMCA") by providing our Copyright Agent with the following information in writing (see 17 U.S.C 512(c)(3) for further detail): (i) A physical or electronic signature of a person authorized to act on behalf of the owner of an exclusive right that is allegedly infringed; (ii) Identification of the copyrighted work claimed to have been infringed, or, if multiple copyrighted works at a single online site are covered by a single notification, a representative list of such works at that site; (iii) Identification of the material that is claimed to be infringing or to be the subject of infringing activity and that is to be removed or access to which is to be disabled and information reasonably sufficient to permit Taxbuzz to locate the material; (iv) Information reasonably sufficient to permit Taxbuzz to contact you, such as an address, telephone number, and, if available, an electronic mail; (v) A statement that you have a good faith belief that use of the material in the manner complained of is not authorized by the copyright owner, its agent, or the law; and (vi) A statement that the information in the notification is accurate, and under penalty of perjury, that you are authorized to act on behalf of the owner of an exclusive right that is allegedly infringed. Taxbuzz's designated Copyright Agent to receive notifications of claimed infringement is: Lee Reams, email: [email protected], telephone: 818-338-8700, fax: 818-743-0550. For clarity, only DMCA notices should go to the Copyright Agent; any other feedback, comments, requests for technical support, and other communications should be directed to Taxbuzz customer service through https://www.taxbuzz.com/contact. You acknowledge that if you fail to comply with all of the requirements of this Section 5(E), your DMCA notice may not be valid.
- F. You understand that when using the Website, you will be exposed to User Submissions from a variety of sources, and that neither Taxbuzz nor CountingWorks, Inc. are responsible for the accuracy, usefulness, safety, or intellectual property rights of or relating to such User Submissions. You further understand and acknowledge that you may be exposed to User Submissions that are inaccurate, offensive, indecent, or objectionable, and you agree to waive, and hereby do waive, any legal or equitable rights or remedies you have or may have against Taxbuzz and CountingWorks, Inc. with respect thereto, and agree to indemnify, defend and hold Taxbuzz, CountingWorks, Inc., their affiliates, and/or licensors, harmless to the fullest extent allowed by law regarding all matters related to your use of the Website.
- G. Taxbuzz permits you to link to materials on the Website for personal, non-commercial purposes only. User Submissions (including any that may have been created by users employed or contracted by Taxbuzz) does not necessarily reflect the opinion of Taxbuzz or CountingWorks, Inc. Taxbuzz reserves the right to remove, screen, edit, or reinstate User Submissions at our sole discretion for any reason or no reason and without notice or liability. Taxbuzz has no obligation to retain or provide anyone with copies of User Submissions, nor do we guarantee any confidentiality with respect to User Submissions.
- H. You agree not to, and not to assist, encourage, or enable others to use the Website to:
  - Violate our Content Guidelines (below), for example, by writing a fake or defamatory review, trading reviews with other businesses, or compensating someone or being compensated to write or remove a review;
  - Violate any third party's rights, including any breach of confidence, copyright, trademark, patent, trade secret, moral right, privacy right, right of publicity, or any other intellectual property or proprietary right;
  - Threaten, stalk, harm, or harass others, or promote bigotry or discrimination;
  - Promote a business or other commercial venture or event, or otherwise use the Website for commercial purposes, except as expressly permitted;
  - Send bulk emails, surveys, or other mass messaging, whether commercial in nature or not; engage in keyword spamming, or otherwise attempt to manipulate the Website's search results or any third party website;
  - Solicit personal information from minors, or submit or transmit pornography;
  - Violate any applicable law;
  - Modify, adapt, appropriate, reproduce, distribute, translate, create derivative works or adaptations of, publicly display, sell, trade, or in any way exploit the Website or Website Content (other than your User Submissions), except as expressly authorized by Taxbuzz;
  - Reverse engineer any portion of the Website;
  - Remove or modify any copyright, trademark or other proprietary rights notice that appears on the Website or on any materials printed or copied from the Website;
  - Record, process, or mine information about other users;
  - Access, retrieve or index any portion of the Website for purposes of constructing or populating a searchable database of business reviews;
  - Reformat or frame any portion of the Website;
  - Take any action that imposes, or may impose, in our sole discretion, an unreasonable or disproportionately large load on Taxbuzz's technology infrastructure or otherwise make excessive traffic demands of the Website;
  - Attempt to gain unauthorized access to the Website, user accounts, computer systems or networks connected to the Website through hacking, password mining or other means;
  - Use the Website or any Website Content to transmit any computer viruses, worms, defects, Trojan horses or other items of a destructive nature;
  - Use any device, software or routine that interferes with the proper working of the Website, or otherwise attempt to interfere with the proper working of the Website;
  - Use the Website to violate the security of any computer network, crack passwords or security encryption codes; disrupt or interfere with the security of, or otherwise cause harm to, the Website or Website Content; or
  - Remove, circumvent, disable, damage or otherwise interfere with any security-related features of the Website, features that prevent or restrict the use or copying of Content, or features that enforce limitations on the use of the Website. The restrictions above only apply to the extent permissible under applicable law. Nevertheless, you agree not to act contrary to them (even if permissible under applicable law) without providing 30 days' prior written notice to Taxbuzz, together with any information that we may reasonably require to give us an opportunity to provide alternative remedies or otherwise accommodate you at our sole discretion.
    - I. Content Guidelines. TaxBuzz allows Users to contribute different kinds of User Content including reviews, private messages, biographies, photos and more. What follows is a non-exhaustive list of general guidelines for the posting of User Content: Colorful language is acceptable, but defamatory language, threats, harassment, lewdness, hate speech and other forms of bigotry is not tolerated and will be removed. Please make sure that your reviews are a snapshot of your experience with the directory participant. TaxBuzz is not a forum for political views or employment practices that do not address your relationship with the directory participant. Do not post directory participant’s private information. Do not post your confidential information or the confidential information of third parties. Do not post reviews for your own business or solicit reviews from family or friends who are not clients. Do not post content from other sites. Make your reviews unique to TaxBuzz.
Warranty Disclaimer
PLEASE READ THIS SECTION CAREFULLY AS IT LIMITS THE LIABILITY OF TAXBUZZ, CountingWorks, Inc. AND THEIR AFFILIATES TO YOU. EACH SUBSECTION BELOW ONLY APPLIES UP TO THE MAXIMUM EXTENT PERMITTED UNDER APPLICABLE LAW. NOTHING HEREIN IS INTENDED TO LIMIT ANY RIGHTS YOU HAVE WHICH MAY NOT BE LAWFULLY LIMITED. IF YOU ARE UNSURE ABOUT THIS OR ANY OTHER SECTION OF THESE TERMS AND CONDITIONS, PLEASE CONSULT A LEGAL PROFESSIONAL PRIOR TO ACCESSING OR USING THE WEBSITE. BY ACCESSING OR USING THE WEBSITE YOU REPRESENT THAT YOU HAVE READ, UNDERSTOOD AND AGREE TO THESE TERMS AND CONDITIONS. YOU ARE GIVING UP SUBSTANTIAL LEGAL RIGHTS BY AGREEING TO THESE TERMS.

YOU AGREE THAT YOUR USE OF THE WEBSITE SHALL BE AT YOUR SOLE RISK. TO THE FULLEST EXTENT PERMITTED BY LAW, TAXBUZZ, CountingWorks, Inc. THEIR OFFICERS, DIRECTORS, EMPLOYEES, AND AGENTS DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, IN CONNECTION WITH THE WEBSITE AND YOUR USE THEREOF. NEITHER TAXBUZZ NOR CountingWorks, Inc. MAKE ANY WARRANTIES OR REPRESENTATIONS ABOUT THE ACCURACY OR COMPLETENESS OF THE WEBSITE'S CONTENT, THE DIRECTORY PARTICIPANTS OR BUSINESSES ADVERTISING ON THE WEBSITE OR THEIR SERVICES, THE USER SUBMISSIONS OR THE CONTENT OF ANY SITES LINKED TO THIS WEBSITE AND ASSUMES NO LIABILITY OR RESPONSIBILITY FOR ANY (I) ERRORS, MISTAKES, OR INACCURACIES OF CONTENT, (II) PERSONAL INJURY OR PROPERTY DAMAGE, OF ANY NATURE WHATSOEVER, RESULTING FROM YOUR ACCESS TO AND USE OF OUR WEBSITE, (III) ANY UNAUTHORIZED ACCESS TO OR USE OF OUR SECURE SERVERS AND/OR ANY AND ALL PERSONAL INFORMATION AND/OR FINANCIAL INFORMATION STORED THEREIN, (IV) ANY INTERRUPTION OR CESSATION OF TRANSMISSION TO OR FROM OUR WEBSITE, (IV) ANY BUGS, VIRUSES, TROJAN HORSES, OR THE LIKE WHICH MAY BE TRANSMITTED TO OR THROUGH OUR WEBSITE BY ANY THIRD PARTY, AND/OR (V) ANY ERRORS OR OMISSIONS IN ANY CONTENT OR FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF ANY CONTENT POSTED, EMAILED, TRANSMITTED, OR OTHERWISE MADE AVAILABLE VIA THE WEBSITE. TAXBUZZ DOES NOT WARRANT, ENDORSE, GUARANTEE OR ASSUME RESPONSIBILITY FOR ANY PRODUCT OR SERVICE ADVERTISED OR OFFERED BY A THIRD PARTY THROUGH THE WEBSITE OR ANY HYPERLINKED WEBSITE OR FEATURED IN ANY BANNER OR OTHER ADVERTISING, AND TAXBUZZ WILL NOT BE A PARTY TO OR IN ANY WAY BE RESPONSIBLE FOR MONITORING ANY TRANSACTION BETWEEN YOU AND THIRD-PARTY PROVIDERS OF PRODUCTS OR SERVICES. AS WITH THE PURCHASE OF A PRODUCT OR SERVICE THROUGH ANY MEDIUM OR IN ANY ENVIRONMENT, YOU SHOULD USE YOUR BEST JUDGMENT AND EXERCISE CAUTION WHERE APPROPRIATE.
Limitation of Liability
IN NO EVENT SHALL TAXBUZZ, CountingWorks, Inc., OF THEIR RESPECTIVE OFFICERS, DIRECTORS, EMPLOYEES, AGENTS, OR LICENSORS BE LIABLE TO YOU FOR ANY INDIRECT, INCIDENTAL, SPECIAL, PUNITIVE, OR CONSEQUENTIAL DAMAGES WHATSOEVER INCLUDING AS A RESULT OF ANY (I) ERRORS, MISTAKES OR INACCURACIES IN CONTENT, (II) PERSONAL INJURY OR PROPERTY DAMAGE, (III) ANY UNAUTHORIZED ACCESS TO OR USE OF OUR SERVERS AND/OR ANY AND ALL PERSONAL INFORMATION AND/OR FINANCIAL INFORMATION STORED THEREIN, (IV) ANY INTERRUPTION OR CESSATION OF TRANSMISSION TO OR FROM OUR WEBSITE, (IV) ANY BUGS, VIRUSES, TROJAN HORSES, OR THE LIKE, WHICH MAY BE TRANSMITTED TO OR THROUGH OUR WEBSITE, AND/OR (V) ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF YOUR USE OF ANY CONTENT POSTED, EMAILED, TRANSMITTED, OR OTHERWISE MADE AVAILABLE VIA THE WEBSITE. THE FOREGOING SHALL APPLY WHETHER THE DAMAGE IS BASED ON WARRANTY, CONTRACT, TORT, OR ANY OTHER LEGAL THEORY AND WHETHER OR NOT TAXBUZZ OR CountingWorks, Inc. IS ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. THE FOREGOING LIMITATION OF LIABILITY SHALL APPLY TO THE FULLEST EXTENT PERMITTED BY LAW IN THE APPLICABLE JURISDICTION. YOU SPECIFICALLY ACKNOWLEDGE THAT TAXBUZZ AND CountingWorks, Inc. SHALL BE LIABLE FOR USER SUBMISSIONS OR THE DEFAMATORY, OFFENSIVE, OR ILLEGAL CONDUCT OF ANY THIRD PARTY AND THAT THE RISK OF HARM OR DAMAGE FROM THE FOREGOING RESTS ENTIRELY WITH YOU. TAXBUZZ’S MAXIMUM LIABILITY TO YOU WITH RESPECT TO ANY DIRECT DAMAGE SHALL BE LIMITED TO $100.

The Website is controlled and offered by Taxbuzz from facilities in the United States of America. Taxbuzz makes no representations that the Website is appropriate or available for use in other locations. Those who access or use the Website from other jurisdictions do so at their own volition and are responsible for compliance with local law.
Indemnity
You agree to defend, indemnify and hold harmless Taxbuzz, CountingWorks, Inc. and their respective licensors, officers, directors, employees and agents, from and against any and all claims, damages, obligations, losses, liabilities, costs or debt, and expenses (including but not limited to attorneys’ fees) arising from: (i) your use of and access of the Website; (ii) your violation of any term of these Terms and Conditions; (iii) your violation of any third party right, including without limitation any copyright or any other intellectual property, property right, privacy right; and/or (iv) any claim that your User Submission(s) caused damage to a third party. This defense and indemnification obligation will survive these Terms and Conditions and your use of the Website.
Ability to Accept Terms and Conditions
You affirm that you are either older than 18 years of age, or an emancipated minor, or possess legal parental or guardian consent, and are fully able and competent to enter into the terms, conditions, obligations, affirmations, representations, and warranties set forth in these Terms and Conditions and to abide by and comply with these Terms and Conditions. In any case, you affirm that you are over the age of 13, as the Website is not intended for children under 13. If you are under the age of 13, then do not use the Website—there are lots of other great websites for you. Talk to your parents about any products you want to purchase, as Taxbuzz sells its products and services to adults only.
Assignment
These Terms and Conditions, and any rights and licenses granted hereunder, may not be transferred or assigned by you, but may be assigned by Taxbuzz or CountingWorks, Inc. without restriction.
General
You agree that: (i) the Website shall be deemed solely based in California; and (ii) the Website shall be deemed a passive website that does not give rise to personal jurisdiction over Taxbuzz or CountingWorks, Inc., either specific or general, in jurisdictions other than California. These Terms and Conditions shall be governed by the internal substantive laws of the State of California, without respect to its conflict of laws principles. Any claim or dispute between you and Taxbuzz that arises in whole or in part from the Website shall be decided exclusively by a court of competent jurisdiction located in Los Angeles County, California. These Terms and Conditions, together with the Privacy Policy at https://www.taxbuzz.com/t/privacy and any other legal notices published by Taxbuzz on the Website, shall constitute the entire agreement between you and Taxbuzz concerning the Website. If any provision of these Terms and Conditions is deemed invalid by a court of competent jurisdiction, the invalidity of such provision shall not affect the validity of the remaining provisions of these Terms and Conditions, which shall remain in full force and effect. No waiver of any term of this these Terms and Conditions shall be deemed a further or continuing waiver of such term or any other term, and Taxbuzz's failure to assert any right or provision under the Terms and Conditions shall not constitute a waiver of such right or provision. YOU AND TAXBUZZ AGREE THAT ANY CAUSE OF ACTION ARISING OUT OF OR RELATED TO THE WEBSITE MUST COMMENCE WITHIN ONE (1) YEAR AFTER THE CAUSE OF ACTION ACCRUES. OTHERWISE, SUCH CAUSE OF ACTION IS PERMANENTLY BARRED.
Liability Limitation and Usage Guidelines for TaxBuzz Ai:
Limitation of Liability:

TaxBuzz Ai is a tool designed to provide tax professionals with assistance in generating responses to tax research questions. While we strive to maintain the accuracy and reliability of the information provided, it is imperative to recognize that tax laws are dynamic and subject to change. Therefore, the use of TaxBuzz Ai should be complemented by professional judgment and consultation with legal and tax experts.

By utilizing TaxBuzz Ai, you acknowledge and agree that the information generated should not be considered as a substitute for professional advice tailored to your specific circumstances. We explicitly disclaim any liability for the consequences arising from the use of advice generated by TaxBuzz Ai. Users are encouraged to independently verify the information and seek professional advice before making decisions based on the Ai-generated responses.

Usage Guidelines:
- Professional Judgment: TaxBuzz Ai is a tool to aid tax professionals in research and analysis. It is not a replacement for professional judgment, and users should exercise their expertise when interpreting and applying the information generated.
- Consultation with Experts: While TaxBuzz Ai provides valuable insights, it is crucial to consult with legal and tax experts to ensure the advice aligns with the latest legal developments and specific nuances of a particular situation.
- Verification of Information: Users are responsible for independently verifying the information provided by TaxBuzz Ai, especially in instances where the advice generated is critical to decision-making.
- Educational Purposes: TaxBuzz Ai is intended for educational and informational purposes only. It is not intended to provide specific legal or tax advice tailored to individual circumstances.
- Non-Endorsement: The use of TaxBuzz Ai does not constitute an endorsement or guarantee of the accuracy of the information provided. Users are encouraged to corroborate the advice with other reliable sources.
By accessing and using TaxBuzz Ai, you agree to abide by these terms and acknowledge the limitations outlined herein. We reserve the right to modify these terms at any time, and your continued use of TaxBuzz Ai constitutes acceptance of any such modifications. If you do not agree with these terms, please refrain from using TaxBuzz Ai.

TaxBuzz.com is a service of CountingWorks, Inc., 2549 Eastbuff Drive., #448 208, Newport Beach, CA 92660

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