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Elena Yurchak, EA - Tax Accountant at DONEY Alliance

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Elena Yurchak, EA - Tax Accountant at DONEY Alliance

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Enrolled Agent | Tax Advisor & Business Strategist |
Notary Public | Notary Signing Agent
Helping Individuals, Small Businesses & Start-Ups Simplify Finances & Unlock Tax Savings

09/27/2026

The IRS Has a New Way to Show Your Tax Compliance

The IRS has introduced a new digitally authenticated Tax Compliance Report that individuals can download directly from their IRS Online Account.

Why does this matter?

You may be asked to provide proof of federal tax compliance when applying for a loan, job, government benefit, or another service. Instead of providing a traditional tax transcript with more personal tax information, the new report provides a more focused summary, and does not disclose your income, dependents, or filing status.

The report can show one of three statuses:

✓ Compliant: your required returns are filed and you don’t have overdue tax debt.

⚠️ Noncompliant: you have an overdue return or unpaid tax debt.

⚠️ Compliance Issue: and this is the one taxpayers should understand carefully.

A “Compliance Issue” does not necessarily mean you are currently failing to meet your tax obligations.

For example, the IRS says this designation may appear if you are currently paying a balance through an approved installment agreement, have a history of late filing or late payment, have certain fraud-related penalties in your history, or have a balance being addressed through administrative or judicial review.

So someone who is actively resolving or considering your tax situation and making payments as agreed could still see “Compliance Issue” on the report.

That distinction may become important when the report is being presented to a lender, employer, government agency, or another organization.

Another useful feature: the downloaded report contains an IRS digital certificate, allowing the recipient to verify that the document is authentic.

You can access it through your IRS Individual Online Account → Records and status → Tax records → Tax Compliance Report.

A good reminder: resolving a tax problem and understanding how the resolution appears on your IRS record are two different things.

09/25/2026

Today, the IRS announced a new mobile app.

IRS2Go is becoming the IRS app, giving taxpayers more ways to securely access IRS tools and parts of their individual tax account from their phones.

That means you can do more than check a refund. After signing in, you can view available balances, make payments, see certain IRS notices, access tax records, and find your Identity Protection PIN.

Already have IRS2Go? You don’t need a separate download. The app will update automatically if you have automatic updates turned on.

For the official app links, visit https://www.irs.gov/help/app.
‼️Be careful with look-alike apps and links sent by text or email.

09/23/2026

Your final brokerage tax forms may not arrive until next year, but that does not mean you have to wait until then to estimate the tax impact of a stock sale.

Your brokerage account may already provide:

- Realized gain and loss reports
- Trade confirmations
- Cost-basis information
- Year-to-date activity
- Supplemental statements for equity compensation

Be careful: the increase you see in your account value is not necessarily a taxable gain. Taxes are generally based on realized transactions (what you actually sold) not simply on how much the investment increased in value.

Additional review may be needed for RSUs, ESPP shares, stock options, wash sales, missing cost basis, or shares transferred from another brokerage.

A significant gain can affect more than capital-gains tax. It may also influence estimated tax payments, the net investment income tax, alternative minimum tax, and state taxes.

Reviewing the numbers before year-end gives you time to plan instead of being surprised when the return is prepared.

Have you checked your year-to-date realized gains and losses yet?

09/20/2026

Fall is a natural time to pause, reorganize, and prepare for what comes next.

Your finances deserve the same reset.

Before the final quarter begins, take one hour to review:

• Where your money came from this year
• Where it actually went
• Whether your bookkeeping is current
• Whether estimated tax payments are on track
• Which financial goals still matter before year-end
• What needs to change going into next year

You do not need to analyze every transaction or build a perfect financial plan in one day.

Start with clarity.

What is working?

What feels disorganized?

What decision have you been postponing because you do not have the right numbers?

A financial reset is not about judging the past nine months. It is about using what you know today to make the next three months more intentional.

What is one financial task you want to complete before the end of the year?

09/19/2026

Filing an extension gave you more time, but that extra time is almost over.

If your individual tax return is on extension, now is the time to make sure you have everything needed to file accurately by October 15.

Before sending your documents to your tax professional, check for:

✔️All W-2s and 1099s
✔️Complete brokerage statements
✔️K-1s from partnerships, S corporations, or trusts
✔️Rental income and expenses
✔️Business income and expenses
✔️Foreign accounts or foreign income
✔️Estimated tax payment confirmations
✔️Details of any major life or financial changes

Do not assume that a missing tax form is unimportant just because the amount seems small. One incomplete item can delay the entire return… or create a notice later.

The closer we get to the deadline, the less time there is to resolve missing information or unexpected issues.

If your return is still not ready, start gathering the missing pieces now.

09/18/2026

Not every prospect becomes a client. And that’s okay.

Recently, I was asked to quote a major bookkeeping cleanup: 21 months of books, multiple accounts, several real estate properties, and an approaching tax deadline.

I carefully reviewed the scope and priced the project based on the work required to do it properly. The client decided not to move forward because of the price.

And that’s okay, because one thing is very important to me:

I’m not building my practice to be the cheapest option.

I work hard on every project I start. I continuously invest in my education, learn from the best professionals in the industry, and invest in systems that make working with me more organized, secure, and convenient for my clients.

My clients aren’t just paying for the hours I spend on their books. They’re paying for experience, accuracy, attention to detail, professional judgment, and responsibility.

There will always be someone willing to do the work for less… and that’s okay.

I don’t compete on price. My goal is to compete on the quality of the work I’m willing to put my name on.

And that’s a standard I’m not willing to lower.

09/15/2026

Three notices. Three positive decisions. In just two days.

Over the last two days, I received three notices from tax authorities with favorable outcomes for my clients.

And I have to say: moments like this mean a lot to me.

Behind every notice is much more than a piece of paper.

There are documents to review, facts to understand, tax law to research, explanations to prepare, correspondence to write, and sometimes months of waiting.

But there is also a client on the other side of it. Someone who may have been worried, uncertain, or simply trying to understand what went wrong and how to fix it.

Receiving a positive decision is a reminder of why I do this work.

Tax representation isn’t about arguing with the IRS or a state tax agency. It’s about understanding the rules, understanding the taxpayer’s situation, presenting the facts clearly, and advocating for the correct outcome.

Not every case will end exactly the way we hope. And I would never promise a particular result.

But when careful work, persistence, and a well-supported position lead to a favorable decision for a client, it feels incredibly rewarding.

09/07/2026

🇺🇸 Happy Labor Day!

Wishing you a relaxing and enjoyable day. Take a moment to slow down, recharge, and enjoy what matters most.

09/04/2026

🚨 SCAM ALERT: Crypto holders, pay attention to your mail.

A letter arriving in an envelope and looking like official IRS correspondence can feel legitimate.

But scammers are now mailing fake IRS letters designed to steal taxpayers’ personal information… and potentially their digital assets.

The letters direct recipients to register for a supposed:

“Digital Asset Compliance Portal.”

⚠️ There is no such IRS portal.

According to the IRS, these fraudulent letters may contain a QR code that takes you to a website designed to look like an official IRS website. The fake site may then request sensitive information such as personal details, cryptocurrency wallet information, exchange account credentials, or other data.

If you receive one:

Do NOT:

❌ Scan the QR code
❌ Visit the website listed in the letter
❌ Enter your personal information
❌ Provide cryptocurrency wallet or exchange credentials
❌ Respond to the request

The IRS says it did not send these letters and does not operate a “Digital Asset Compliance Portal.”

And this is an important reminder:

A paper letter isn’t automatically legitimate just because it says “IRS.”

When something looks suspicious, verify it independently through the official IRS website rather than using the phone number, QR code, or website provided in the questionable correspondence.

You can review current IRS scam alerts here: IRS Tax Scams⁠

📌 Save this post and share it with someone who owns cryptocurrency.

A few minutes of verification can prevent a very expensive mistake.

09/03/2026

Can you believe there are fewer than 100 working days left in 2026?

The year may not be over, but when it comes to tax planning, the clock is already ticking.

If you want to potentially change your 2026 tax outcome, now is the time to start looking at your options.

Many people don’t think seriously about taxes until November or December.

But here’s the problem:

Some of the best tax-planning opportunities require time.

Depending on your situation, you may need time to:

✓ Review your year-to-date income and projected profit
✓ Adjust estimated tax payments
✓ Evaluate retirement contributions
✓ Review your business structure and compensation
✓ Consider equipment or other business purchases
✓ Plan the timing of income and deductible expenses
✓ Review investment or capital-gain decisions
✓ Make other moves that must happen before December 31

And not every strategy is appropriate for every taxpayer.

That’s exactly why tax planning should start with understanding your numbers, your situation, and your goals.

Waiting until tax preparation season means we’re mostly looking backward.

Planning gives us an opportunity to look forward.

Not sure whether tax planning would benefit you?

I’m offering a complimentary 15-minute discovery call to briefly discuss your situation, what you’re looking for, and whether my tax-planning services may be a good fit.

This is not a tax-planning or advisory session. We won’t be calculating taxes or developing strategies during the call. It’s simply an opportunity to connect and determine the appropriate next step.

📞 (408) 889-5783
🌐 www.doneyalliance.com

Address

San Jose, CA
95134

Opening Hours

Monday	8am - 6pm
Tuesday	8am - 6pm
Wednesday	8am - 6pm
Thursday	8am - 6pm
Friday	8am - 6pm
Saturday	10am - 1pm

Website

https://www.doney-alliance.com/

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