Free Practitioner Resource Library
This library exists for solo and small-firm tax practitioners — EAs, CPAs, and independent preparers — who need execution-ready reference tools, not another summary of what the law says. Every resource here is sourced from primary IRS authority. New tools are added monthly, tied directly to the research behind each Deep Dive issue.
All downloadable resources are free with a free subscription to The Federal Tax Desk. Reference tools are ungated and available to everyone.
DOWNLOADABLE RESOURCES
Complimentary with a free subscription.
OBBBA Practitioner Guide
Plain-English analysis of the One Big Beautiful Bill Act: the provisions that affect your clients now, the ones with delayed effective dates, and the traps practitioners are most likely to miss. Delivered to your inbox automatically when you subscribe.
Subscribe free → — delivered in your welcome email.
Cheat Sheet #1 — IRS PPS Pre-Call Preparation
One-page checklist of everything to have ready before you dial PPS: client authorization, transcript access, account history, and the documentation that ends disputes faster.
Open Cheat Sheet #1 →
Cheat Sheet #2 — Form 2848 vs. 8821 Authorization Decision Tree
One-page reference: when to use Form 2848, when to use Form 8821, when to file both simultaneously, and the one authorization trap that catches practitioners every year.
Open Cheat Sheet #2 →
IRS PPS Quick Reference Card
One-page execution reference for IRS Practitioner Priority Service calls: direct phone numbers, hours of operation, IVR menu structure, and call timing guidance. Keep it on your desk when you dial.
Open the PPS Quick Reference Card →
Cheat Sheet #3 — OBBBA Practitioner Quick Reference
Every OBBBA provision on one page, sorted permanent / temporary / eliminated, each with its IRC section, key dates, and a one-line practitioner note.
Open Cheat Sheet #3 →
Cheat Sheet #4 — IRS Transcript Pull Workflow
Which of the five transcript types answers which question, what each one will and won’t show you, and how to order the right one the first time.
Open Cheat Sheet #4 →
Cheat Sheet #5 — Penalty Abatement
First-time abatement and reasonable cause side by side, including the account-transcript check that tells you whether the IRS has already granted the relief you’re about to request.
Open Cheat Sheet #5 →
FREE REFERENCE TOOLS
No subscription required. Bookmark and use.
Federal Tax Deadline Command Center — Q3 2026
Practitioner-action deadline calendar for July 1 – September 30, 2026. Every deadline with the practitioner action required, who it applies to, and controlling authority. Sourced from IRS Publication 509 and the IRS Q3 Tax Calendar. Updated for all weekend and federal holiday adjustments.
IRS Notice Library — Practitioner Quick Reference
The 25 most common IRS notices practitioners encounter, organized by category. Each entry includes what triggered the notice, the response deadline, the practitioner’s first action, and the controlling IRM or IRC authority. Includes a quick-reference deadline summary table.
The Federal Tax Desk publishes primary-source federal tax analysis every Tuesday for practitioners who bill by the hour and can’t afford to get it wrong.
Free subscribers get the full downloadable resource library. Paid subscribers get every Deep Dive issue in addition to the full resource library.