ENG2520. How to Work Effectively with the Taxpayer Advocate (TAX, EST)

With all of the changes in personnel taking place at the IRS, taxpayers and tax professionals are increasingly finding themselves wondering where to turn for help. When the regular avenues for resolving issues with the IRS are not working, the Taxpayer Advocate Service (TAS) may be able to help. Come learn when a referral to TAS may be helpful, how to request assistance, and what other roles TAS plays in advocating for taxpayers and their rights.

Learning Objectives:

• Understand the role of the Taxpayer Advocate Service within the IRS.
• Identify the criteria used by the Taxpayer Advocate Service to determine when to accept a case referral.
• Explain the requirements of Form 911 and how to best advocate for clients before the Taxpayer Advocate Service.