IRS Revenue Officer procedures for analyzing taxpayers’ finances changed significantly in 2026—and taxpayers facing serious IRS collection problems should understand what those changes could mean. On June 29, 2026, the IRS issued a major revision to Internal Revenue Manual (IRM) 5.15.1, Financial Analysis Handbook. This is the guidance used by IRS Collection personnel when securing,…
Payroll tax responsibilities are an important part of running a business with employees, and National Payroll Week provides a timely reminder to make sure those responsibilities are being handled correctly. Observed September 7–11, 2026, National Payroll Week recognizes the payroll professionals who help ensure America’s workers are paid accurately and on time. This year, the…
IRS tax transcripts provide taxpayers with important information about their federal tax history. You may need one when preparing a tax return, applying for a mortgage or loan, verifying income, investigating an IRS account issue or trying to understand an unresolved tax problem. On August 26, 2026, the IRS issued Tax Tip 2026-65, reminding taxpayers…
An IRS Substitute for Return can be prepared when a taxpayer is required to file a tax return but fails to do so. Instead of allowing an unfiled return to remain unresolved indefinitely, federal tax law gives the IRS authority to prepare a return based on information available to the agency. That may sound convenient—after…
Gig economy taxes can catch taxpayers by surprise, especially when a side hustle begins generating more income than expected. Whether you drive for a rideshare service, deliver food, freelance online, sell products through a digital marketplace, rent property, or provide services through an app, the money you earn may create federal tax responsibilities. The flexibility…
The taxpayer right to appeal gives taxpayers an important opportunity to challenge many IRS decisions in a fair and independent forum. If you disagree with an IRS determination, you are not automatically required to accept it without question. In many cases, you may request an administrative review, receive a written decision and, when appropriate, take…
Charitable donation scams are becoming increasingly common, especially following natural disasters, public emergencies, and high-profile tragedies. While most charitable organizations work hard to help those in need, scammers often exploit people’s generosity by creating fake charities, requesting fraudulent donations, or promoting tax schemes involving inflated charitable deductions. The IRS recently highlighted charitable donation scams as…
Here’s What Really Happens Can the IRS freeze your bank account? It’s one of the most common questions taxpayers ask after receiving an IRS notice. Most people don’t think about their bank account until payday. Then one morning, the balance is lower than expected—or worse, it’s gone. Can the IRS really take money directly from…
Understanding the IRS Collection Process Most IRS collection cases don’t begin with a bank levy. They begin with a letter. In fact, the IRS typically sends multiple notices before taking serious collection action. Each notice represents another opportunity to resolve the problem before penalties increase, collection options become more limited, or enforcement begins. Unfortunately, many…
Your Taxes Change, Too. The wedding is over. The gifts are opened. The photos are posted. Life starts settling into a new routine. But there are a few tax changes after marriage that should not wait until filing season. Getting married can change your filing status, tax withholding, address records, and even how much tax…
A new savings option for children is officially here. Trump Accounts are a new type of individual retirement account created to give children an early start on long-term saving. Parents and guardians can now elect to establish an account for an eligible child, and contributions began July 4, 2026. The idea is simple. Start earlier….
Most people assume the IRS holds all the power. The truth is, you have rights too. In 2014, Congress directed the IRS to adopt a Taxpayer Bill of Rights—a straightforward list of ten fundamental rights designed to ensure every taxpayer is treated fairly. Whether you’ve received an IRS notice, owe back taxes, are facing an…
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