IRS Taxpayer Assistance Centers are Now Taking Appointments

Image result for images of making an appointmentIRS Taxpayer Assistance Centers (TACs) are your source for free personal tax help when you believe your client’s tax issue cannot be handled online or by phone.

As the IRS continues to evolve to meet the growing trends in customer service, all of the TACs will offer appointment service by the end of 2016.

Here is how it works. Instead of going directly to your local TAC with a tax issue, you will now call a special toll free number (1-844-545-5640) to reach an IRS representative. According to the IRS, representatives are trained to either help you resolve your issue or can schedule an appointment for you to get the help you need. You may be able to resolve your tax issue by calling, getting guidance and eliminating the need to even travel to a TAC, which is sometimes a pretty significant trip.

You should always check for days and hours of service as well as services offered at the IRS TAC location you plan to visit.

As a reminder, offers numerous online options for assistance that can save time and effort. Services include:

Interactive Tax Assistant

Where’s My Refund?, check refund status and estimated delivery date

Get Transcript, assist your client with ordering their  a tax transcript online and have it mailed

Direct Pay, assist your clients with making tax payments or estimated tax payments directly debited from a checking or savings account

Electronic Federal Tax Payment System, individuals or businesses can make all types of federal tax payments

Online Payment Agreement, your eligible clients can set up installment payments for taxes owes

Where’s My Amended Return?, track the status of your client’s amended return

Tax Law Questions, provides direct links to helpful resources to answer many tax questions

Forms and Publications, find and download current tax forms, instructions and publications

For additional information on available services, check out Publication 5136, the IRS Services Guide.

For more tax tips and ideas, come to the Tax Alliance Conference in Plano, TX, June 6-8, 2017.

IRS Warns Tax Professionals of New e-Services Email Scam

Image result for images tax scamsOn Friday, November 4, 2016, the IRS issued a warning to tax professionals who use e-Service alerting them to be aware of fake emails received from scammers asking them to update their e-Services account.

This scam comes in  wake of a previous IRS news release requiring e-services users to re-register and validate their identities through Secure Access authentication which the IRS has since delayed.

To learn more about this scam and what to do should you receive a fake email, see the IRS news release below.

Source: IRS Warns Tax Professionals of New e-Services Email Scam

For more of tax tips and ideas, come to the Tax Alliance Conference in Plano, TX June 6-8 of 2017.