Our Audit Coordinators, or ACs, are the first assigned associates on a case when it is opened, and are there to help our members have a smooth experience sending in their initial documents.

While I have worked on many cases over the years, there is one case in particular that stands out to me – one that I believe is worth sharing. Our valued members received an initial notice stating their moving expense was being disallowed.

This was the best ending for someone who had done such a good deed for a family member. Here at TaxAudit.com, we get to make a difference in the lives of our members every single day, and I am so grateful to have had the opportunity to play a role in this particular member’s success and to help provide peace of mind to a man who was so deserving of it.

At this time, I explained to our member that self-directed IRA custodians have a fiduciary responsibility to issue an annual report to the IRS and provide the value of the IRA so that, when the RMD starts, the taxpayer knows how much to withdraw. I then asked the member to grant me Power of Attorney for all open tax years so I could review the 5498’s.

Frustrated by their continual lack of response, I filled out a Form 911 and sent it to the Taxpayer Advocate Service. It was only a short week later when I received a voicemail, informing me that a taxpayer advocate had been assigned to the case. Upon explaining the situation to our advocate, she stated she was shocked to hear how the case had been handled. She could not believe that the IRS transferred the case to another unit and then closed and swept it under the rug.

One of the first cases I was assigned after joining TaxAudit.com involved a member who had received an IRS CP2000 notice for unreported taxable retirement income. I sent out my first response to the notice in the middle of September 2015. The answer I received back from the IRS Automated Under Reporter (AUR) department achieved part of the desired result, but not all of the results I expected.

While our Audit Reps are the champions of our members, the ADAs are considered by many to be the champions of our Audit Reps. If one compared our Audit Reps to Batman, Frodo Baggins, or Sherlock Holmes, then our Audit Department Assistants match the likes of Robin, Samwise Gamgee, and Dr. Watson. They might not always be on the frontlines, but our ADAs truly enhance the level of service our members enjoy.

I received a case for a 2012 Schedule A correspondence audit. When I called the members, the wife answered and told me that her husband was the one that prepared the return, and usually handles all the tax matters, but she was going to be the primary contact because…

Whenever several people are put together in a group situation, either by birth, choice or work, certain roles emerge. These roles are then chosen or sometimes even imposed upon the different individuals within the group. There are the leaders, caretakers, sages, “worker bees,” and organizers, just to name a…

The following case took eight months to successfully complete, and spanned two continents. The member, who had moved to Europe in 2004 and lived in Switzerland, was being audited for the Foreign Tax Credit and Foreign Earned Income Exclusion by the Cincinnati office of the IRS for tax year 2012.…

Each morning when I come in to work at TaxAudit.com I see our mission statement posted on the side of my cubicle: “To provide our Members with the finest income tax audit representation and the best taxpayer education available while minimizing the stress involved in dealing with the IRS or any…

I was assigned a case for a member who had been contacted by the New York State Department of Taxation and Finance (NYS DOTF). The agency had disallowed the member’s Schedule C losses because they believed the member did not conduct his business with a profit motive due to…