Issue Number:  2026-27

Inside This Issue

1. IRS and Security Summit launch summer series to help tax pros protect clients from ID theft

2. Tax professionals can still participate in the ongoing 2026 IRS Nationwide Tax Forum

3. New IRS fact sheet highlights the latest enhancements to Business Tax Account

4. Did you know? Tax impacts of marriage

1.  IRS and Security Summit launch summer series to help tax pros protect clients from ID theft

The Protect Your Clients; Protect Yourself campaign is a five-week series highlighting practical steps tax professionals can take to protect client data, their businesses, and themselves from evolving tax-related identity theft threats.

Now in its 11th year, the Security Summit brings together the IRS, state tax agencies, and the tax industry to combat tax-related identity theft. This year’s summer campaign will focus on emerging scams aimed at tax professionals, core security safeguards, and steps to take if a data theft occurs.

Week One of the campaign renews warnings about new and emerging scams targeting tax professionals. Tax professionals should review the IRS news release to find descriptions of key scams, tips to avoid scams, ways to report scams, and a preview of the remaining weeks of the summer campaign.

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2.  Tax professionals can still participate in the ongoing 2026 IRS Nationwide Tax Forum

The first IRS Nationwide Tax Forum of 2026 has concluded in Chicago, but tax professionals can still register for:

• The Forum in New Orleans, which takes place the week of Aug. 3 or

• The Forum in Orlando, which takes place the week of Aug. 31, 2026.

The IRS encourages tax professionals to review the complete list of Forum seminars, including sessions that qualify for continuing education credit, and other Forum highlights.

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3.  New IRS fact sheet highlights the latest enhancements to Business Tax Account

The IRS continues to expand the features within Business Tax Account (BTA), an online self-service platform that allows authorized users of certain entity types to securely access and manage their federal tax records and information.

A recent IRS fact sheet outlines the valuable and time-saving features the IRS added to BTA this year to help business clients manage their tax obligations online:

• Users now have access to an expanding library of digital IRS notices. Recently added notices include CP081B, We May Have a Refund for You, CP211A, Application to file extension of time approved, CP134R, Federal tax deposits discrepancy — Due a Refund, and many more.

• Designated officials can now download an EIN verification notice, Notice CP575, Notice of New Employer Identification Number, which can be used instead of Letter 147C, EIN Previously Assigned, at banks and financial institutions.

• Eligible taxpayers can also submit payments for an Offer in Compromise to settle tax debts for less than the full amount owed.

The fact sheet also explains the other features BTA offers along with a list of organizational types who can use BTA.

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4.  Did you know? Tax impacts of marriage

If a client is getting married this summer, their tax professional should explain steps they may need to take before next filing season, including:

• Reporting name changes to the Social Security Administration prior to filing a tax return; 

• Submitting a change of address, if needed;

• Checking their tax withholding and giving a new Form W-4, Employee's Withholding Certificate to their employer; 

• Reviewing their filing status;

• Keeping their tax records and their new spouses’ records together; and

• Exploring tax credits and deductions.

Taking these steps now will help ensure smooth filing experience in 2027.

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