Celebrating Taxpayer Advocate Service and Low Income Taxpayer Clinic Collaboration

“[Our] Low Income Taxpayer Clinic is profoundly grateful to our [local TAS office]…for their invaluable collaboration and partnership. In 2024, TAS assisted on [14 percent] of our cases, ensuring that low-income…taxpayers receive the justice and relief they deserve. Your dedication … Read More

What to do if you receive an IRS balance due notice for taxes you have already paid

Know your rights and what to do if the IRS sends you a bill after you already paid your taxes. TAS Tax Tip: What to do if you receive an IRS balance due notice for taxes you have already paid. … Read More

Mid-Year Tax Checkup

Summertime is the perfect time for a mid-year tax checkup. A tax checkup will help you avoid being surprised with a potentially large tax bill and may help uncover ways you can save throughout the rest of the year. Summertime … Read More

Get Current on Your Federal Taxes

Part of your Mid-Year Tax Checkup should include seeing whether you have any overdue tax returns and making sure you file them as soon as possible.  If you’re not sure whether you are required to file, you can use the … Read More

Appeals Improves Alternative Dispute Resolution Programs, But Barriers Remain

The IRS’s Alternative Dispute Resolution (ADR) options allow taxpayers and the IRS to resolve disputes more quickly than through the traditional appeals processes. Many practitioners, including me during my time in private practice, have long appreciated its advantages. I often … Read More

Your tax “to-do” list: important tax dates

The Taxpayer Advocate Service shares information on important tax deadlines for individuals and businesses. Looking for your tax “to-do list” for 2024? When dealing with IRS, there are important tax deadlines throughout the year. Here are a few key dates … Read More

Why do I owe a penalty and interest and what can I do about it?

Do you owe a penalty? Here’s why and what you may be able to do about it. There are many reasons why the IRS may charge penalties on your tax account. The IRS is legally required, under IRC § 6601(a), to … Read More

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