Individual Tax Planning and Prep

Resources

American Taxpayer Relief Act
(aka fiscal cliff legislation)

Internal Revenue Service
Aug. 30, 2010 webcast archive
New PTIN proposals and what they 
mean for CPAs 

IRS Fresno Campus and Tour Presentation: 
Submission Processing
Compliance Services
Pipeline Flowchart
First Release Q&As
Final Set Q&As

Navigating IRS Audits and Investigations

IRS Guidance on Contingency Fees

2012 IRS Filing Season Letter: Wealth of Resources and Contact Information

2012 IRS Directory for Practitioners—CA (June. 2012)

Franchise Tax Board 
FTB: Last-Minute Tax Tips

Committee on Taxation (COT) 
Comment Letters

Issues for IRS Consideration with IRS Comments, Resolution
[PDF]

2013 COT/FTB Liaison Q&A[PDF]

2012 COT/FTB Liaison Q&A[PDF]

2011 COT/FTB Liaison Q&As[PDF]

CalCPA Committee on Taxation 

COT Taxation Bulletins: Liaison Meetings with IRS and FTB

FTB-Agenda Tax Topic Form (2013)

IRS-Agenda Tax Topic Form (2013)

Fast Tax Facts (2011)

Tax Season Toolkit (2011)


Other
AICPA Alert: PTIN & IRS Practitioner Visits (Jan. 13, 2011)

American Recovery and Reinvestment Act of 2009: Quick Tax Facts |Tax Briefing

Tax Patent Resources

Avoiding E-file Errors

Join CalCPA’s
TaxTalk Listserve