IRS Protection (that anyone can do)

IRS Protection (that anyone can do)

By Chris O'Neal, CPA, MBA

Thanks to Uncle Joe and the Inflation Reduction Act, signed into law in 2022, the IRS in now empowered with almost $80 billion in new funds.

What are they going to do with such a tremendous “stimulus check”??Well, the world’s largest and most powerful tax collection agency is going on a hiring spree.

Now Uncle Joe says the purpose of the muscle-bound door kickers is to go after the “fat cats” that have been dodging paying there share for far too long.

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Gov. Ron DeSantis says hiring 87,000 IRS agents is a “middle finger” to Americans.

?Reuters says they have debunked the claim that the IRS is hiring 87,000 new blood thirsty agents to target low- and middle-income Americans.

Maybe Reuters is right, maybe DeSantis is right.?Regardless, we think you should be prepared.

Therefore, if you do get your door kicked in or a simple letter from the IRS, that you think is not only incorrect but also insulting.?You don’t need to hire a CPA to do tax research on your behalf to prove them wrong.?Here are five easy steps to follow:

?1.?????Get your facts together.

2.?????Pinpoint your question or issue.

3.?????Search for an authoritative solution or code to support and resolve your issue (see free link below)

4.?????Develop your conclusion

5.?????Communicate your results?

?Boom!?Now you are empowered to fight back!

?But remember, when dealing with the IRS it’s “just the facts”.

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?There are four steps of the fact discovery process:

1.?????Initial inquiry

2.?????Independent investigation

3.?????Additional inquiry

4.?????Substantiation

?A change in an actual occurrence or an event can mean a world of difference.?The presence of additional facts may change the overall conclusion, and the IRS agent with all of the confidence in the world, may not have all of the pertinent facts.

Look the agents are people too, and they are obligated to investigate when alerted to the possibility of a significant change in the facts that would cause a significantly different tax determination conclusion.?So have patience.

?Here are some free links to help you with your research:

https://www.globaltaxlaws.com/google_tax_research

?https://www.lexisweb.com/


Nealson Group Outsourced Accounting and Business Consulting

Brian Steckenrider

Customer Service is a mindset

2 年

I would still use a CPA, but glad to know I have options.

Joseph Redwood

Chief Executive Officer at Bee Squared, Inc.

2 年

Thanks for sharing.

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