Success Stories

December 4, 2023  – A power of attorney (POA) called TAS for help resolving a client’s balance due. The POA had submitted documents to the IRS showing that the taxpayer did not owe taxes for the sale of a house. … Read More

November 20, 2023  – The taxpayers filed an amended return showing that they actually lost money on the real estate sale and were due a refund. However, the IRS hadn’t processed the amended return.      Success Story: TAS Untangles Complex Refund … Read More

November 3, 2023  – A taxpayer came to TAS after her bank returned her refund to the IRS via a cashier’s check because the bank account number on her tax return was off by one digit.   Success Story: TAS … Read More

September 21, 2023  – A distraught taxpayer contacted TAS for help because her mother had been in a conservatorship with a stranger. The taxpayer and her mother were unaware that the conservator had been court-appointed.    Success Story: TAS helps in … Read More

September 21, 2023  – A distraught taxpayer contacted TAS for help because her mother had been in a conservatorship with a stranger. The taxpayer and her mother were unaware that the conservator had been court-appointed.    Success Story: TAS helps in … Read More

September 1, 2023  – When a taxpayer does not file a required tax return, the IRS has the option of preparing the return on their behalf, which is commonly called a Substitute for Return (SFR).   Success Story: TAS ensures … Read More

July 20, 2023  – A taxpayer contacted the IRS to resolve a balance due that exceeded $150,000, which required the taxpayer establish a short-term payment plan.   External Article   Success Story: TAS Advocates for Bank Levy Release   A … Read More

Mary 31, 2023  – A taxpayer contacted TAS for assistance when their tax return was selected for audit and they were unable to resolve the audit through regular channels. TAS advocated for the taxpayer by providing a signed statement from … Read More

April 7, 2023  –  Taxpayers across the nation are receiving tax assistance from the Taxpayer Advocate Service (TAS) during special Saturday Hours events offered in partnership with the IRS Taxpayer Assistance Centers (TAC).   External Article   Success Story: Successful … Read More

March 29, 2023  –  A Certified Public Accountant (CPA) representing a taxpayer contacted TAS for assistance. His client was extremely frustrated with trying to work with the IRS to resolve an issue with the processing of two of her tax returns. … Read More