Top Tax Questions Answered Past Returns, Retirement Funds & AI at the IRS

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Welcome to The Tax Pro Show!
In this episode, Josh — an Enrolled Agent and CEO with 20+ years of real-world experience — breaks down some of the most common tax questions and misconceptions he sees every day. If you’ve ever wondered about filing past tax returns, understanding retirement funds, staying safe from fraudulent tax preparers, or how the IRS is using AI… this video is for you.

Here’s what we cover:
• Can you file taxes for previous years?What happens if life derails your tax deadlines — and what the IRS does if you don’t file.
• What retirement funds really arePlain-English explanations of 401(k)s, IRAs, SEPs, Roth accounts, and how “wrappers” impact your taxes.
• Should you rely on AI or TurboTax for complicated tax situations?Why higher-income earners need more than software — and why generic advice often leads to costly mistakes.
• IRS + AI: What’s actually happeningA simple explanation of how the IRS plans to use AI to connect taxpayer data, identify trends, and improve enforcement.
• The $25,000 scam refund case you should know aboutA real story about fraudulent tax returns — and how to recognize red flags before you get burned.
• Practical steps to protect yourselfHow to choose a trustworthy tax professional with the heart of a teacher, and why planning gives you better outcomes.

Disclaimer: These are simulated callers using AI, based on real questions we have received at our business. Names and locations have been changed to protect privacy. The information provided in this video is for informational purposes only, and is not meant to take the place of professional legal, accounting, or financial advice. If you have any legal questions about this video or the subjects discussed, or any other legal matter, you should consult with an attorney or tax professional in your jurisdiction (i.e. where you live).