2027 Tax Compliance Readiness: Mastering Forms W-2, W-4, and Form 8867 Due Diligence
As the 2027 tax filing season approaches, tax professionals must be prepared to address evolving payroll reporting requirements, employee withholding elections, and heightened due diligence expectations. This practical two-hour webinar provides an update on current Form W-2 wage reporting requirements, proper completion and review of Form W-4 Employee's Withholding Certificate, including use of the IRS's online Tax Withholding Estimator (W-4 Application), and the critical due diligence obligations associated with Form 8867, Paid Preparer's Due Diligence Checklist. The IRS continues to emphasize accuracy in withholding, refundable credit claims, and Head of Household filing status determinations, making preparer compliance more important than ever.
Participants will examine common compliance errors, documentation standards, preparer penalty exposure, and best practices for gathering and substantiating taxpayer information. The presentation will provide actionable guidance to help practitioners reduce risk, improve client service, and navigate the upcoming filing season with confidence.
Michael Miranda
,
CPA, QKA, NQPC, AEP
Michael R. Miranda is the owner of MIRANDA CPA & Consulting LLC, based in Sioux Falls, South Dakota. With more than 49 years of experience, Michael specializes in tax consulting, estate planning, and employee benefits, serving clients with complex needs and representing them before governmental agencies. His practice focuses on niche areas of tax law and strategic planning, and he maintains an active national speaking schedule on topics including tax law, estate planning, and employee benefit strategies.
Michael serves on the Board of Directors for National Advisor Trust Companies of Kansas and South Dakota. He holds multiple professional designations: CPA, QKA and NQPA (Qualified Plan Administration), and AEP (Accredited Estate Planner). His professional affiliations include the AICPA, South Dakota CPA Society, ASPPA, NAEA, NATP, and NAEPC.
Prior to founding his firm in 2017, Michael was a senior manager and shareholder at a regional CPA firm in Northwestern Iowa for 27 years. Earlier in his career, he worked as a Tax Specialist with a Big Eight accounting firm in South Bend and Minneapolis, advising individuals and small to mid-sized businesses on tax and estate planning. Michael resides in Sioux Falls with his wife, Jeanette.
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