Tom O'Saben
π€ SpeakerAppearances Over Time
Podcast Appearances
You know, there are some software services out there that offer free filing.
The IRS no longer has the direct file system that also ended under the auspices of the one big beautiful bill.
But there are still free file opportunities for those who qualify income wise and complexity of the return.
But try to use electronic means, use direct deposit for refunds.
And I will also mention that President Trump signed an executive order
March, now a year ago, which said that Treasury is going to stop issuing physical check refunds, and they also don't want to continue to accept check payments.
We can eliminate some of the risk of having things going through the U.S.
mail, either from either a delay or being lost or destroyed, to go ahead and try to pay liabilities also by online means.
I've been educating my clients, especially older folks who are who are not comfortable, you know, with, quote unquote, the IRS going in their bank account.
And they realize that we do have some control and we can schedule the payment.
They'll be aware of it and all of that.
And I was going to mention, too, and I agree with you, Sean, you found it to be a good experience, didn't you?
Yeah, it was fine.
As far as giving the IRS my money, it's OK.
Right, right.
But you can still wait.
By the way, and I think that's a misnomer with a lot of folks, the due date, as you mentioned at the opening of our podcast, was that it is April 15th.
Just because you file your return today doesn't mean you have to pay it by April 15th.
And that's what I find myself doing with clients is scheduling that payment.
Now, when we're going back and we're reviewing last year's return, and you'll say, this is the number one phrase in 35 years of doing taxes that people are famous for saying, I didn't get anything.