2026 Tax and Financial Planner

Stay on top of key tax events, prioritize business action items, recognize financial planning opportunities and improve client relationships.

Find your next step

Use the IRS Issues Triage Decision Tree to help identify where to go next when navigating an IRS issue. This interactive tool is part of the IRS Efficiency Accelerator within the Tax Command Center.

AICPA members can log in to open the decision tree below.

Find your next step

Use the IRS Issues Triage Decision Tree to help identify where to go next when navigating an IRS issue. This interactive tool is part of the IRS Efficiency Accelerator within the Tax Command Center.

AICPA members can log in to open the decision tree below.

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