What to Do

Home ] Mission Statement ] The Practice ] Resume/BIO ] Clients ] Opinions ] Glossary ]

 

What to Do

While there are probably no fail-safe ways to protect yourself in all circumstances from situations arising from IRS ineptitude, there are a number of things you can and should do

  • First, send all correspondence and payments to the IRS by certified mail.  I even take this a step further by having the post office stamp the receipt slip in the event the green certified card is mysteriously lost (yes, this has happened).
  • Never pay the IRS in cash.  As obvious as this may seem, remember that your check is your receipt.  On every check, be sure to put your social security number (or, if it is a corporate matter, the corporation's federal ID number) and the tax period to which the payment pertains.  I also recommend putting the tax form number on the check.
  • If you need copies of canceled checks you've sent to the IRS, be sure to copy both the front and back of the check.  The lengthy numerical tracking code on the back of every check cashed by the IRS will allow your check to be traced back to the account to which it was applied.

And Don't Forget . . .

  • Keep complete copies of everything you send to and receive from the IRS.  File these copies in a safe place for at least six years.
  • Be sure to get the name and employee number of any IRS representative with whom you speak. (They are required by law to give you this information.)  Keep detailed notes of any such conversations.
  • If all else fails, hire a reputable tax professional to intervene on your behalf to show the IRS the error of its says.  Taking some of the protective measures I have suggested above should help you do just that.

HOWARD KAPLAN is a tax attorney in Omaha, Nebraska, specializing in federal tax controversy work and tax planning.  His Web site is www.kaptax.com


©1999, Network Marketing Publications Inc., 15303 Ventura Blvd., Sherman Oaks, CA   91403

Reproduced by permission

 

DISCLAIMER: NOTHING IN THIS WEB SITE IS INTENDED TO BE LEGAL ADVICE, AND YOU SHOULD NOT CONSTRUE ANYTHING ON THE WEB SITE TO BE LEGAL ADVICE. NO ATTORNEY/CLIENT RELATIONSHIP IS ESTABLISHED BY VIEWING THIS WEBSITE OR BY email CORRESPONDENCE WITH THE ATTORNEY OR WITH THE WEBMASTER OF THE SITE.