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
Success Stories
TAS Advocates For Return of Levy Proceeds
A taxpayer contacted TAS because the IRS had been levying their Social Security benefits for payment of an outstanding tax liability. The taxpayer was facing an economic hardship and needed the Social Security income for their necessary living expenses. The … Read More
Tags: Accounting
TAS advocates for lien release
A business’s authorized representative contacted TAS for assistance with a notice of federal tax lien (NFTL). The business filed some amended returns with the IRS to eliminate the tax liability on which the NFTL was filed, and needed the lien … Read More
Tags: Accounting
TAS advocates for a first responder
A taxpayer who became disabled after working as a first responder contacted TAS for help after the IRS denied the taxpayer’s claim for refund. The taxpayer had filed Form 1040-X, Amended U.S. Individual Income Tax Return, to properly report their … Read More
Tags: Accounting
TAS Success Story: Making the Flight
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
Tags: Accounting
Success Story: TAS Advocates to Resolve Large Liability
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
Tags: Accounting
TAS Success Story: TAS Untangles Complex Refund Issue
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
Tags: Accounting
TAS Success Story: Low Income Taxpayer Clinic Partners With TAS to Advocate for Offer in Compromise Acceptance
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
Tags: Accounting
TAS Success Story: TAS helps in conservatorship refund case
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
Tags: Accounting
TAS Success Story: TAS ensures statutes are appropriately enforced
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
Tags: Accounting