Category Archives: Tax Tips

I’m Becoming a TAS Fanboy

I know I’ve said some harsh (maybe even disparaging) comments about the Taxpayer Advocate Service (TAS) in the past.  My comments have usually been related to the “quasi independent” nature of this service and how they seem to be nothing … Continue reading

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IA Eligibility Requirements

Who is eligible to pay back taxes to the California Franchise Tax Board via an installment agreement?  It can be a little complicated. It’s difficult not to compare FTB and IRS collection tactics.  Both almost always first demand/request payment in … Continue reading

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What’s the Point of IRS Letter 2645C?

My all-time favorite and most ambiguous IRS letter is the 2645C.  The Internal Revenue Manual refers to them as “interim letters” (IRM 4.19.23), which is a nice label given to a letter that is simply saying the IRS has received … Continue reading

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OIC Fees: It Matters How you Pay

A question came up recently about whether or not a taxpayer must submit his or her Offer in Compromise fees in the form of a cashier’s check or money order as opposed to a personal check. Just a little background first.  When filing … Continue reading

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Will the IRS Take Your Home?

The likelihood of the IRS resorting to collection of taxes through asset seizure — probably the most severe tax collection method — can only accurately be determined on a case-by-case basis*.  Certainly the IRS has authority to seize and sell assets … Continue reading

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1st Grade Tax Tips

This is usually the time of year when people start digging through their file, or shoe box as the case may be, in an effort to get started on their dreaded Form 1040.  If you wait until the eve of … Continue reading

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One month left until tax day; who should prepare your tax return?

There’s about one month left to file your 2013 taxes. You may notice that there are lots of places soliciting to prepare your taxes these days. Every time you pass a strip-mall you likely see some type of gimmick, from … Continue reading

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Beware of the “Turbo Tax audit”

With advancements in tax software and technology, it’s rare to find tax returns that are filled out by hand; without the assistance of a tax preparer or tax preparation software. These advancements have given rise to a whole market of … Continue reading

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IRS Tax Scam Tips

Every tax season the IRS warns taxpayers of tax-time scams and how to avoid them.  The IRS says that “tax scams proliferate during the income tax filing season.”  This year the filing season begins January 31st.  I hope taxpayers take … Continue reading

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