How I Fact Check the IRS for My Clients

July 8, 2020 | Bill Henry

The IRS can make mistakes. That’s why tax attorney Lucas Frei leaves no stone unturned when he gets a case. Lucas describes his process to fact check the IRS.

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Hello again everyone. Lucas Frei here. Tax attorney, Robinson & Henry, P.C.

I get asked the question quite often. Hey, I owe the IRS a whole bunch of money, I don’t even know where to get started. What can I do?

Today I’d like to give you a little bit of information, a little bit of a window into my strategy and how I do things with the IRS.

How I Fact Check the IRS

Whenever I take on a new client, the first thing I do is I call the IRS. I wanna know everything the IRS knows. I wanna to know the entire lay of the land. I wanna know what tax returns we need to file, how much the IRS says you owe. All the information.

I want copies of documents from them. I want to know when they mailed you things, everything.

I’m gonna compare that to what my clients are telling me. We gonna make sure the IRS hasn’t made a mistake. That’s the first thing.

Is the IRS on point? Have they made a mistake? Is this tax legitimate? That’s always the first question. That’s always the first step. That’s a great place to start.

Calling the IRS is free. There’s an 800 number. Sometimes the waits can be ridiculous. I’ve heard tale of four to five hour waits.

By all means this is the work I do here every day. I have practitioner priority access. I get to call the IRS and call a different line. So generally I don’t have to wait all that much.

So it can sometimes be a benefit to have me make this call, plus knowing what questions to ask, what documents to request is always a plus.

So there it is. That’s what I do. That’s always my first step.

I need to know what the IRS knows, and I need to be able to compare that to what my client knows and what we know to be the truth. Any questions at all? Please feel free to click on the links, share this video, give us a call here.

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