TAS Act Would Require the IRS to Proactively Notify Taxpayers at Risk of Economic Hardship

On January 30, 2025, Senator Mike Crapo, chairman of the Senate Finance Committee, and Senator Ron Wyden, the Committee’s ranking member, introduced a discussion draft of the Taxpayer Assistance and Service Act (TAS Act). This broad and sweeping bill seeks … Read More

The ABCs of due diligence for tax professionals

Tax professionals who are paid for their tax preparation services are required to practice due diligence when preparing federal tax returns, especially when the returns claim tax credits. If a paid preparer has a reason to doubt any information provided … Read More

TAS Issues Taxpayer Assistance Order to Protect Taxpayer Rights

A taxpayer sought TAS assistance in getting an amended return considered. The IRS initially denied the claim, stating it was not timely. The taxpayer appealed the claim denial, and the Appeals Officer confirmed the claim was timely and eligible for … Read More

Voluntary Withholding in the TAS Act

NTA Blog: Voluntary Withholding in the Taxpayer Assistance and Service Act   On January 30, 2025, a discussion draft of the Taxpayer Assistance and Service Act (“TAS Act”) was jointly released by Senator Mike Crapo, Chairman of the Senate Finance … Read More

TAS Act: Timely Submitted Payments and Electronic Documents

Earlier this year, a significant step toward modernizing tax processes was taken with the introduction of the Taxpayer Assistance and Service or “TAS” Act. This groundbreaking discussion draft, released by Senator Mike Crapo, chairman of the Senate Finance Committee, and … Read More

TAS Act Would Eliminate Installment Agreement Fees for Low-Income Taxpayers

NTA Blog: Eliminate Installment Agreement Fees for Low-Income Taxpayers Based on Current Income   Introduction on TAS Act and Installment Agreement Fees On January 30, 2025, Senators Mike Crapo, Chairman of the Senate Finance Committee, and Ron Wyden, the Committee’s … Read More

Final Reminders Before Tax Day

Have you moved since you filed your 2022 tax return? If so, make sure you update your address with the IRS now. The IRS expects to issue all refunds for individual returns that do not have errors (or other issues … Read More

The TAS Act Strikes a Reasonable Balance on Return Preparer Oversight

Introduction On January 30, 2025, Senators Mike Crapo, Chairman of the Senate Finance Committee, and Ron Wyden, the Committee’s ranking member, jointly introduced a discussion draft of the Taxpayer Assistance and Service (“TAS”) Act. This proposed legislation represents a comprehensive … Read More

Report address changes to ensure you receive IRS correspondence and your refund

Have you moved since you filed your 2022 tax return? If so, make sure you update your address with the IRS now. The IRS expects to issue all refunds for individual returns that do not have errors (or other issues … Read More

Proposed TAS Act Provision to Allow Taxpayers to Bring Refund Suits in the Tax Court Will Be a Game-Changer For Taxpayers

Preparing and filing tax returns can cause anxiety and confusion, but resources are available to help you timely and accurately meet your filing requirements. Free filing and assistance are available through the Volunteer Income Tax Assistance (VITA) and Tax Counseling … Read More