IRS 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 IRS.gov for days and hours of service as well as services offered at the IRS TAC location you plan to visit.
As a reminder, IRS.gov offers numerous online options for assistance that can save time and effort. Services include:
• 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.