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This is such a helpful thread! I'm a small business owner who's been doing my own taxes with software, but I'm realizing I might be missing out on deductions and strategies that a professional could help with. From reading everyone's experiences, it sounds like the main advantage of EAs is their federal authorization and tax specialization, while CPAs offer broader financial services. For someone like me who just needs tax optimization and preparation (no auditing or complex financial statements), would an EA typically be more cost-effective than a CPA? I'm also curious - do EAs generally charge less than CPAs since they have a more focused scope of practice, or does their specialized IRS credential actually command higher fees? Trying to figure out the best value for my situation.
Great question about pricing! From my experience shopping around, EA fees can vary quite a bit just like CPA fees - it really depends more on the individual professional's experience and your situation's complexity than the credential itself. I found that some EAs actually charge premium rates because of their specialized IRS expertise, especially if they handle representation or complex tax issues. But for straightforward business tax prep, I've seen competitive pricing from both EAs and CPAs. My advice would be to get quotes from both types of professionals in your area. Focus on finding someone who understands your specific business type and can demonstrate value through the deductions and strategies they can identify. The credential matters less than their actual expertise with situations like yours. Also consider asking about their approach to proactive tax planning - some professionals just prepare returns reactively, while others will help you plan strategies throughout the year to minimize your tax burden. That ongoing relationship can be worth more than the base preparation fee.
As someone who's worked in tax preparation for several years, I can confirm that yes, EAs can practice in all 50 states while CPAs are generally limited by state licensing (though some states have reciprocity agreements). What I find interesting from this discussion is how many people don't realize that both credentials have their strengths. I've seen situations where an EA was perfect for complex multi-state tax issues and IRS representation, but the same client later needed a CPA for financial statement preparation when applying for a business loan. One thing to consider when choosing between an EA and CPA is not just the credential, but the individual professional's experience with your specific situation. I've met EAs who primarily do basic individual returns and others who specialize in complex business structures. Same goes for CPAs - some focus heavily on taxes while others barely touch tax work. If you're dealing with multi-state issues, potential IRS problems, or need someone who lives and breathes tax code, an EA might be your best bet. If you need broader financial services or your state has specific requirements, a CPA could be more appropriate. The key is finding someone who understands your particular circumstances, regardless of their letters after their name.
This is really helpful perspective from someone in the industry! You're absolutely right that the individual professional's experience matters more than just the credential letters. I'm curious about something you mentioned - when you say some EAs specialize in "complex business structures," what exactly does that include? I have an LLC that I'm considering converting to an S-Corp, and I'm wondering if that's the type of situation where an EA's specialized tax focus would be more valuable than a CPA's broader approach. Also, how can someone tell during the initial consultation whether a professional (EA or CPA) really understands their specific situation versus just saying they do? Are there particular questions I should ask to gauge their actual expertise with my type of business and tax scenario?
I'm going through the exact same thing right now! Got my 570 code about 3 weeks ago and the waiting is driving me crazy. Like you, I've never had this happen before - always got my refund within 2-3 weeks max. From what I've been reading, it seems like the IRS is being extra cautious this year with their reviews. I didn't claim anything unusual either - just my standard deduction and W-2 income. My theory is they're flagging more returns because of all the fraud from previous years, but that's just speculation. The hardest part is not knowing what specifically triggered it. Did you try calling them yet? I'm debating whether it's worth the hassle of trying to get through their phone lines or if I should just wait it out like everyone suggests.
I'm in the exact same boat! Got my 570 code about 2 weeks ago and it's so frustrating not knowing what triggered it. I also just filed a basic return with W-2 income and standard deduction - nothing fancy or different from previous years. I think you're right about the IRS being extra cautious this year. I've been reading that they're dealing with a lot more identity theft and fraudulent returns, so they're probably casting a wider net with their reviews. It sucks that honest taxpayers like us get caught up in it though. I tried calling once but gave up after being on hold for over an hour. At this point I'm just trying to be patient and check my transcript weekly like others have suggested. Hopefully we both get our 571 codes soon! Keep us posted on any updates you get.
I'm dealing with this right now too! Got my 570 code about 10 days ago and received the dreaded "60-day review" letter yesterday. This is my first time experiencing this and it's honestly pretty stressful since I was planning to use my refund to pay down some student loans. From what I've been researching, it seems like the IRS has really ramped up their review processes this year. I filed a pretty straightforward return - just W-2 income, student loan interest deduction, and standard deduction. Nothing that should raise red flags, but here we are! One thing that's been helpful is checking my transcript every Friday to see if there are any updates. I've also been keeping a log of the dates and codes just in case I need to reference them later. The uncertainty is the worst part - not knowing if it's going to be resolved in 2 weeks or the full 60 days makes it really hard to plan anything. Hang in there! From what I'm seeing in this thread and other forums, most people are getting resolved within 30-45 days even though they say 60. Fingers crossed we're both in that faster group!
I'm going through the exact same thing! Got my 570 code about a week ago and just received my review letter today. Like you, I was counting on my refund for student loans - it's so frustrating when you budget around that money and then it gets held up. Your idea about keeping a log is really smart, I'm going to start doing that too. I've been checking my transcript obsessively but not tracking the details. It's reassuring to hear that most people seem to be getting resolved faster than the 60 days they quote. Did your letter give any specific reason for the review, or was it just the generic "accuracy" language? Mine was pretty vague which makes the waiting even harder. At least we're not alone in this - seems like half the community is dealing with 570 codes this year! Keeping my fingers crossed for both of us that we get those 571 codes soon. Thanks for sharing your timeline, it helps to know where others are in the process.
I'm dealing with this right now too! Got my CP59 notice yesterday and immediately went into panic mode. My return was accepted on March 5th, so just three days after yours @Serene Snow. After reading through all these responses, I'm feeling much more relieved. It sounds like this is basically a case of the IRS's left hand not knowing what the right hand is doing - their notice system is completely separate from their processing system. A few things I learned from everyone's experiences: 1. The CP59 might actually be for 2022, not 2023 (need to check the tax year on the notice) 2. Even if it IS for your recent filing, it doesn't mean they don't have your return 3. The transcript will eventually update, but it can take 2-4 weeks 4. Calling might give peace of mind but you'll likely just be told to wait I'm going to resist the urge to call and just monitor my transcript for the next few weeks. Thanks everyone for sharing your stories - this community is a lifesaver when the IRS is giving us all heart attacks!
@NightOwl42 Thank you for summarizing all the key points! I just got my CP59 notice this morning and was about to have a complete meltdown until I found this thread. My return was accepted March 4th, so we're all in the same timeframe. It's crazy how the IRS can create so much anxiety with these notices when their own systems aren't even talking to each other properly. I'm definitely going to follow your lead and just monitor my transcript rather than waste hours on hold. Has anyone figured out the best time of day to check the transcript for updates, or does it not matter?
This thread has been incredibly helpful - I received my CP59 notice two days ago and was absolutely panicking! My return was accepted on February 26th, so I'm right in line with everyone else's timeline here. What's really frustrating is that the notice makes it sound so urgent and scary, like you're in immediate trouble with the IRS. But from reading everyone's experiences, it seems like this is just a glitch in their system where automated notices go out before the processing departments have fully caught up. I checked my notice and confirmed it's actually for tax year 2022, not 2023 like I initially thought. I did file my 2022 return, but apparently it got stuck somewhere in their system. My transcript currently shows the non-filing indicator but no due date yet. Based on what I'm seeing here, I'm going to resist calling and just wait for my transcript to update over the next few weeks. It sounds like most people who called just got told to wait anyway, so I'd rather save myself the 3+ hour hold time! Thanks to everyone for sharing their experiences - it's amazing how much better this feels when you realize you're not alone and it's not actually an emergency.
Has anyone else noticed the Where's My Refund tool is completely useless for tracking physical checks? It told me "Your refund was sent to your bank" when I was getting a paper check. š” Nothing but problems this year!
Just wanted to add my experience for anyone still waiting - I had a similar situation last month where my check took almost 4 weeks to arrive after the 846 date. The key thing I learned is that the 846 date is definitely when they mail it, but delivery times have been really unpredictable lately. What helped me was checking with my local post office to see if they were holding any mail for my address. Turns out my check had been sitting there for over a week because the mail carrier couldn't fit it in my small mailbox and didn't leave a notice! Might be worth calling your post office if you're getting close to that 4-week mark. Also, make sure your mailbox has your name clearly visible - I've heard of checks being returned because the carrier couldn't confirm the recipient at the address.
This is really helpful advice! I never would have thought to check with the post office directly. My mailbox is pretty small too, so that could definitely be the issue. How did you go about contacting them - did you call or go in person? And did they ask for any specific ID or documentation to confirm it was your refund check?
Skylar Neal
As a newcomer to this community, I just wanted to say how helpful this entire thread has been! I'm currently dealing with a very similar situation - my state return was mailed over three weeks ago and seems to have vanished, while my federal return processed normally. Reading about Carmen's successful outcome and learning about the "timely mailed, timely filed" rule from everyone's comments has been incredibly reassuring. I had no idea that keeping my USPS receipt was so important for legal protection against filing deadline issues. It's also comforting to understand that state tax departments typically process much slower than federal due to resource differences. The suggestions about services like taxr.ai for verification and Claimyr for getting through phone queues are really valuable too. I might look into those if my return doesn't show up soon. But honestly, just knowing that this is a common issue during tax season and that it usually resolves itself (like it did for Carmen) has reduced my stress significantly. Thanks to everyone who shared their experiences and advice. This community seems really supportive for navigating these frustrating government service issues!
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Giovanni Mancini
ā¢Welcome to the community! I'm also pretty new here and going through almost the exact same situation. It's such a relief to find this thread and realize how common this issue actually is. I mailed my state return about a month ago and was starting to panic when it didn't show up in their system, especially since my federal return went through so quickly. Reading Carmen's update that everything worked out really helps calm those "what if it's lost forever" fears. The advice about keeping USPS receipts safe is something I wish I'd known was so important before tax season - definitely filing that away for next year! Thanks for mentioning those services too, I might need to look into them if my return stays MIA much longer.
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Elijah Brown
As a newcomer to this community, I found this thread incredibly helpful and reassuring! I'm currently in week 4 of waiting for my state return to show up in their system, and I was starting to really stress about it. Reading Carmen's update that her refund came through is such a relief - it shows that these situations really do resolve themselves even when it feels hopeless. I had no idea about the "timely mailed, timely filed" rule before finding this discussion. Learning that my USPS receipt actually provides legal protection against deadline penalties is huge peace of mind. It's also helpful to understand why state processing is so much slower than federal - the resource difference makes total sense. The suggestions about services like taxr.ai for verification and Claimyr for phone queues are really valuable too, though I'm hoping I won't need them. But just knowing these options exist is comforting. Thanks to everyone who shared their experiences and advice. This community seems like a great resource for navigating these frustrating government service issues. Sometimes you just need to hear that you're not alone and that things usually work out in the end!
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Luca Ferrari
ā¢Welcome to the community! I'm also new here and dealing with almost the exact same situation - my state return has been MIA for about 3 weeks now while my federal return went through without a hitch. This entire thread has been such a lifesaver for my anxiety! Learning about the "timely mailed, timely filed" rule completely changed my perspective - I had no idea that USPS receipt was basically legal armor against penalty issues. Carmen's success story really drives home that patience is key here, even though it's so hard when you're worried your paperwork vanished into the void. The community advice about state vs federal processing speeds also makes so much sense now. Thanks for mentioning those verification services too - good to know they're there as backup options if needed!
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