Your Rights as a Taxpayer
Scarsdale CPA Paul Herman is here to answer all your personal finance questions!
You probably don’t think of the phrase “taxpayer rights” in conjunction with the IRS. But income tax obligations are not a one-way street.
Find out what your rights are as a taxpayer.
The IRS itself spells out your rights, and it is charged with reminding you of them during any interaction.
You have the right to:
Privacy. Unless authorized by law, the IRS will not disclose your personal/financial information.
- Representation. You can represent yourself, or be represented by an authorized individual (CPA, attorney, enrolled agent, etc.). You can even record a meeting (with ten days’ notice).
- Pay only the tax due under the law. No more, no less. You might be allowed to make monthly installment payments.
Ask for help in resolving disputes. Write this number down and file it: 877-777-4778. It’s the phone number for the Taxpayer Advocate Service. If you cannot see eye-to-eye with a representative of the IRS on a tax issue, call this number or write to the Taxpayer Advocate at the office that last engaged you. If a tax bill is causing you exceptional hardship, you can also work with this office.
Be relieved of certain penalties and interest. Yes, you do have that right — in some specific cases. If an IRS employee has given you erroneous information, or if you acted, “…reasonably and in good faith,” the agency will waive penalties when allowed by law. The same holds true for interest, if an IRS employee causes, “certain errors or delays”.
Appeal. Don’t think you owe the amount stated? Or feel that, “certain collection actions” were unwarranted? You can request a review of your case by the IRS Appeals Office – or a U.S. court. This step should only be taken if you kept accurate records and cooperated with the IRS.
Make sure the IRS does not violate your rights as a taxpayer. If you have any questions or would like to discuss this further, please contact us. Remember that dealing with the IRS can be a daunting process, but we are here to help.
Herman and Company CPA’s proudly serves Larchmont NY, Mount Kisco NY, Purchase NY, Scarsdale NY, White Plains NY, Bedford Hills NY, Chappaqua NY and beyond.