Issues With the IRS? Here’s Why More Taxpayers Should Enlist the Help of the Taxpayer Advocate Service

By and on January 12, 2024
Posted In Uncategorized

The Taxpayer Advocate Service (TAS) recently released its annual report to US Congress. The report highlights the TAS’s accomplishments in 2023 and its continued areas of focus and concern in the new year. While the report is an interesting read, in this article we discuss why it’s beneficial for taxpayers to have the TAS involved in their cases.

Created in 1996 by Congress, the TAS is an independent agency within the Internal Revenue Service (IRS). Its mission is to assist taxpayers with systematic issues involving the IRS. For example, suppose you are owed a refund and have been waiting to receive the check for two years now. Or perhaps you changed the name of your business, and the IRS keeps rejecting your returns because the name in their system does not match the new name because the name change has not been processed yet by the IRS. The TAS can typically help in these specific examples and in other similar IRS snafus.

To start the process, file Form 911 with your local TAS office. We suggest providing a comprehensive explanation of the issue you are facing and the steps you have taken to try and fix it in your Form 911. This will help the TAS advocate assigned to your case with getting you a solution quicker.

Practice Point: The TAS is not only for individual taxpayers. We have sought their assistance for all sorts of taxpayers, including large multinational public companies. We cannot emphasize enough how much faster it is to resolve an IRS issue with the help of the TAS rather than calling the general IRS service phone number or writing countless letters to the IRS.

Kevin Spencer
Kevin Spencer focuses his practice on tax controversy issues. Kevin represents clients in complicated tax disputes in court and before the Internal Revenue Service (IRS) at the IRS Appeals and Examination divisions. In addition to his tax controversy practice, Kevin has broad experience advising clients on various tax issues, including tax accounting, employment and reasonable compensation, civil and criminal tax penalties, IRS procedures, reportable transactions and tax shelters, renewable energy, state and local tax, and private client matters. After earning his Master of Tax degree, Kevin had the privilege to clerk for the Honorable Robert P. Ruwe on the US Tax Court. Read Kevin Spencer's full bio.


Evan Walters
Evan Walters focuses his practice on US and international taxation. He has experience across a wide range of issues involving corporate and partnership taxation. Read Evan Walter's full bio. 

STAY CONNECTED

TOPICS

ARCHIVES

jd supra readers choice top firm 2023 badge