Westchester NY accountant Paul Herman of Herman & Company CPA’s is here for all your financial needs. Please contact us if you have questions, and to receive your free personal finance consultation!
Every year the Taxpayer Advocate Service (TAS) helps thousands of people with tax problems. This story is only one of many examples of how TAS helps resolve taxpayer issues. All personal details are removed to protect the privacy of the taxpayer.
TAS advocated on behalf of a taxpayer who was the victim of tax return preparer fraud. The taxpayer was very frustrated, since the first time she became aware of the fraud was when the IRS sent her a balance due notice on her tax return. TAS advocated for her by submitting all of the appropriate documentation to the IRS. It took significant efforts by TAS to get the IRS to recognize the taxpayer as a victim of preparer fraud. Ultimately, TAS was able to get the taxpayer’s account corrected and the balance due amount removed. The TAS office was relentless in making sure the taxpayer received the proper refund and that she was not held responsible for the refund the preparer received.
When working with the Taxpayer Advocate Service, each individual or business taxpayer is assigned to an advocate who listens to the problem and helps the taxpayer understand what needs to be done to resolve their tax issue. TAS advocates will do everything they can to help taxpayers and work with them every step of the way. Occasionally we feature stories of taxpayers and advocates who work together to resolve complex tax issues. Read more TAS success stories.
Learn more about TAS eligibility: https://taxpayeradvocate.irs.gov/about-us/learn-more-eligibility