English Deutsch Français Italiano Español Português 繁體中文 Bahasa Indonesia Tiếng Việt ภาษาไทย
All categories

14 answers

your tax preparer should be responsible for meeting with you and the irs to help resolve the problem

2007-04-12 08:46:25 · answer #1 · answered by kw 4 · 0 1

I am a tax practitioner, and here's how I see it:

The mistake is caused by one of several reasons.

1. You did not provide all the information to the tax preparer. This happens all the time. You forgot a 1099 or a W2, but the IRS didn't. The tax preparer is not a swami and doesn't know who you worked for and who paid you what during the year. Suck it up, it's your error.

2. You told the preparer about all your info and the preparer simply erred in not putting it all on your return. If that happens with me (very rarely), I pay the interest and penalties (if any) an dyou pay the tax. You owed the tax legitimately to begin with, so you are not out any money.

3. You are the victim of identity theft. Someone else is working using your name and social security number and the IRS is all over you because you didn't pay tax on that money. In this case you are in for a fight, and you and the preparer will have to work together to straighten this out.

4. In an audit some of your deductions are disallowed. The question is - were the deductions taken with a reasonable expectation that they were in compliance with tax law, or in complete disreagard of the tax law. The preparer does not have to pre-audit your tax return before filing. The burden of documentation is on you, and the burden of getting all the facts is on the preparer.

2007-04-12 09:32:24 · answer #2 · answered by Steven K 1 · 1 0

The IRS has Standards of Practice for Tax Professionals to govern the practice of Attorneys, CPAs, Enrolled Agents, Enrolled Actuaries, and Appraisers who practice before the IRS and these standards are very strict. Non-enrolled Tax Professionals has limited practice before the IRS. So depending on who prepare your taxes will depend on the solution.

If you feel it was more than an error/mistake and the Tax Preparer misrepresent your information in the form of a return you can file a compaint whether or not the Tax Preparer can practice before the IRS. Otherwise, if you no longer feel confortable, find another Tax Preparer but be careful when you do make that decision.

What types of behavior could subject a tax practitioner to be sanctioned by the OPR?
In general, there are four broad categories of misconduct, which may be subject to disciplinary action: (1) misconduct while representing a taxpayer; (2) misconduct related to the practitioner’s own return; (3) giving a false opinion, knowingly, recklessly, or through gross incompetence, (4) misconduct not directly involving IRS representation.

2007-04-12 08:59:20 · answer #3 · answered by Preferred Tax 1 · 0 0

Your mother is required to pay the additional tax that she should have paid, but she may not be liable for any penalties/interest. You should go to the credit union and demand that they give detailed information on who the tax service was. Then contact the IRS and give a full explanation with the all the info about the tax preparer you can get. They may waive the penalties, if any have been charged, or go after the tax preparer for them. There are groups that do volunteer tax preparation for low income people, but volunteers from the IRS doesn't sound right.

2016-05-18 02:40:55 · answer #4 · answered by ? 3 · 0 0

If the IRS is right (and sometimes they aren't), you'll have to pay the tax. Have the preparer help you-- or if he/she won't, get a new one.

Regardless of whose fault it was, the IRS will typically want to charge you interest and penalties. If it was the preparer's fault, you can ask for the penalties to be abated. A good preparer will admit fault and help you make this request.

BTW, some states have tax preparer certifications as well. The IRS doesn't recognize these certifications, but these preparers are regulated and required to take continuing ed too, and if they are dishonest you can complain to the state regulatory agency.

2007-04-12 09:32:13 · answer #5 · answered by dj 3 · 1 0

Find the source of dispute. If the money you owe is because of the accountants fault, then send them back to him and ask for an ammended return to be filed. Sometimes weird stuff show up after filing due to mistaken identity. If IRS sends you an assessment letter, check the box that says "i dispute" and then send them an explanation why you think they made a mistake.

2007-04-12 11:44:24 · answer #6 · answered by emulwa 2 · 0 0

Good afternoon
If it was the tax preparers mistake, he / she should pay the difference.
If the numbers given to him / her were wrong or inaccurate then you should pay the added tax.
If you go with a larget tax prep company, they will only pay any penalties,,,,,check the small print.
No all independent tax preparers are idiots. If you are using an independent, make sure he /she is registered with the IRS, that was they will track if he makes mistakes, and he could be fine, suspended from practice, and even jailed. The IRS is cracking down HARD on all tax preparers when mistakes are made.
One piece of advice, make sure you efile the return, the IRS will catch any mistakes and forward the return back BEFORE you get into tax trouble. If your independent does not offer efile,,,,,,you need to go somewhere else

President
Flat Rate Tax Svcs LLC.

2007-04-12 08:54:51 · answer #7 · answered by Justheretohelp 3 · 0 3

You are the one responsible for the accuracy of your own return. If the preparer made a mistake, most of the time a reputable preparer will cover interest and penalties that are due to the mistake they made, but you'd still be responsible for the original tax that was due - and if they don't cover the added expenses, then you're responsible for that also.

If the mistake was made because you didn't give them full information, then it's all on you.

2007-04-12 10:44:27 · answer #8 · answered by Judy 7 · 1 0

you can do an amedment you still will have to go to your tax preparer for this or the irs will send you a form depending on what it is that you owe for

2007-04-12 08:46:21 · answer #9 · answered by MSG 1 · 0 0

you pay what the IRS tells you to,, then find out who is correct. If it's the tax guys fault, then start looking for a new tax guy for 2007.

2007-04-12 08:45:48 · answer #10 · answered by Jo Blo 6 · 1 1

fedest.com, questions and answers