TAX RESOURCES

It is often easier to find information by topic area. To help you, I created the list of topics below with links to the government information I believe may be the most helpful place to start. If I did not include the topic that interests you, please contact me and let me know. We can discuss how I can help. 

ABATEMENT

• Requesting Abatement or Refund of Interest
• Abatement Form 843 (pdf)
• Abatement Form 843 Instructions (pdf)
• MDR Penalties and Interest

AUDIT

• Audit Reconsideration Process (pdf)
• Audit Technique Guides
• Audit – Publication 556 Examination of Returns, Appeals Rights & Claim for Refund
• MDR – What’s an Audit? 
• MDR- Individual Income Tax Audits

COLLECTION APPEALS

• Publication 1660, Collection Appeals Rights (pdf)
• Information for Appeals
• Appeals At-a-glance
• Your Appeal Rights
• Your Rights as a Taxpayer (pdf)
• What you need to know about the IRS Collection Process (pdf)
• Your Appeal Rights and How to Prepare a Protest if you Don’t Agree (pdf)
• IRS Collection Process, Publication 594 (pdf)
• Collection Due Process Hearing, Form 12153 (pdf)
• Form 9423, Collection Appeal Request (pdf)

CRIMINAL INVESTIGATIONS

• Criminal Investigation At-a-glance

EMPLOYMENT TAXES

• Employment Tax Evasion – Criminal Investigation
• What are Employment Taxes?
• Publication 15 – Employers Tax Guide

FREEDOM OF INFORMATION ACT (FOIA)

• Freedom of Information Act Request

INJURED SPOUSE

• Injured Spouse Claim and Allocation (pdf)

INNOCENT SPOUSE – IRS

• Innocent Spouse Relief
• Form 8857, Request for Innocent Spouse Relief (pdf)
• Publication 971, Innocent Spouse Relief (pdf)

INNOCENT SPOUSE – MINNESOTA

• Separation of Liability Program
• Innocent Spouse Program

INSTALLMENT AGREEMENT – IRS

• Online Payment Agreement Application
• Tax Topic 202 – How to Pay your Taxes?
• Form 9465, Installment Agreement Request (pdf)
• Payment Plans, Installment Agreements

INSTALLMENT AGREEMENT – MINNESOTA

• MDR Paying Your Balance Due
• MDR Payment Agreement System

OFFER IN COMPROMISE – IRS

• Offers in Compromise
• Offer in Compromise Booklet (pdf)
• National Standards for Allowable Living Expenses

OFFER IN COMPROMISE (COMPROMISE AGREEMENT) – MINNESOTA

• MDR Compromise
• Compromise Application (pdf)

TIMELY FILING TAX RETURNS

• What to Do if You Haven’t Filed Your Tax Return
• Amended Returns
• Extension of Time to File Your Tax Return
• Collection Procedures for Taxpayers Filing and/or Paying Late

TAXPAYER ADVOCATE – IRS AND MINNESOTA

• IRS Taxpayers Advocate Service At-a-glance
• MDR Taxpayer Rights Advocate