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How the IRS Matching System Is Increasing Flags on 2025 Tax Returns
The IRS matching system now automatically compares your tax return to third-party reporting, and discrepancies can trigger notices quickly. For 2025 tax returns, new digital asset reporting, expanded deductions, and SALT changes increase mismatch risk. Here’s what taxpayers need to understand to avoid CP2000 notices and penalties.

Paul Belshaw
Feb 193 min read


Understanding the Complexities of the Roth IRA 5-Year Rule for Tax Efficiency
Understanding the Roth IRA 5-year rule is essential for avoiding unexpected taxes and penalties. This article breaks down how contributions, conversions, and earnings are treated under IRS guidelines — and what you need to know before making withdrawals or planning a Roth conversion strategy.

Paul Belshaw
Feb 123 min read


S Corp Salary vs Distributions: How S Corp Owners Get Paid (and Taxed)
Learn how S Corp owners get paid through salary and distributions, how each is taxed, and how to avoid common IRS and payroll tax mistakes.

Paul Belshaw
Jan 272 min read


Small Business Owners: Here’s How to Get Ready for Tax Season
Tax season doesn’t have to be stressful. This guide walks Florida business owners through practical steps to organize financial records, understand filing requirements, and prepare for upcoming deadlines—so you can file with confidence and avoid last-minute surprises.

Paul Belshaw
Jan 213 min read


When Will Your 2026 Tax Refund Arrive? Estimated IRS Refund Dates Explained
Wondering when your 2026 tax refund will arrive? This guide breaks down estimated IRS refund timelines, common reasons for delays, and how to track your refund using official IRS tools—so you know what to expect this tax season.

Paul Belshaw
Jan 74 min read


IRS E-File Shutdown 2025: Key Dates & What Every Taxpayer Should Know
Laptop with IRS Website IRS E-File Shutdown 2025 The IRS E-File Shutdown for 2025 is officially scheduled to begin on Friday, December 26, 2025, at 11:59 A.M. Eastern Time . This year’s shutdown starts later than usual—giving taxpayers, including U.S. expats, more time to submit electronic returns before the system goes offline for its annual maintenance period. Before anything else, remember: this is NOT a tax filing deadline . It is simply the annual scheduled pause of the

Paul Belshaw
Nov 25, 20253 min read


IRS Shuts Down Direct File Program: What Small Business Owners Need to Know
The IRS has shut down its Direct File program, citing high costs and low use. Learn what this means for Florida small business owners and how Belshaw Accounting can help.

Paul Belshaw
Nov 12, 20253 min read


The Coming Crypto Chaos: What the New 1099-DA Means for Taxpayers
🚨 Billions of New 1099s Are Coming — Here’s What You Need to Know About the 1099-DA🚨 Major Shift Is Coming for Crypto Investors and Taxpayers With the next tax season rapidly approaching, the IRS is preparing to roll out one of the biggest reporting changes in decades.Starting January 2026 , the Internal Revenue Service (IRS) will begin requiring Form 1099-DA for digital asset transactions and estimates suggest that up to 8 billion of these forms will be issued.Yes, y

Paul Belshaw
Nov 4, 20253 min read


IRS Audits Meet AI: What OBBB Just Changed
Two things tend to make people nervous: 😱 IRS audits 🤖 Artificial Intelligence And now… they’ve joined forces. For decades, the IRS has used something called the DIF (Discriminant Index Function) . Every tax return gets a DIF score — and the higher your score, the higher your chance of being audited. DIF compares your numbers to the “norms” for taxpayers like you. In many ways, that was the IRS’s first version of AI — a rules-based system built on patterns and probabilities

Paul Belshaw
Oct 10, 20252 min read
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