Artificial Intelligence (AI) is changing the way the IRS does business, and it’s something every taxpayer should be aware of. The IRS started 2025 with just over 102,000 employees. As of mid-2025, the IRS has just under 76,000 employees. With fewer staff and more complex returns to handle, the IRS has started using AI tools […]
Are IRS Decisions Final? Not Always
Are you currently experiencing a daunting decision from the IRS? Did you double-check to see if they are correct or were you settling for their math? The IRS isn’t always right. What’s better is that they will give you the option to make things right. It’s apart of the due process that you are entitled […]
How Innocent Spouse Relief Works
When you file a joint tax return, both you and your spouse are equally responsible for any taxes owed—even if one of you earned all the income or made all the financial decisions. But what if your spouse (or ex-spouse) made mistakes, committed fraud, or hid income without your knowledge? You might not have to pay the […]
Did You Know You Have an IRS Transcript? (Actually, You Have Several!)
Most people are surprised to learn that the IRS keeps detailed records—transcripts—of their tax activity. Not just one, but multiple kinds of transcripts, each revealing a different part of your tax story. Think of it like a student record at a university. The school tracks your classes, grades, and disciplinary actions. The IRS does something similar, […]
How to Prepare for Tax Season
Proper preparation can make tax season less stressful and more efficient.
Common Tax Mistakes to Avoid
Avoiding common tax mistakes can save you time and money.
Understanding Tax Deductions for Homeowners
Homeowners can leverage various deductions to reduce their tax burden.
Summer Travel Plans? Don’t Let the IRS Cancel Your Passport
It’s that time of year again—sunshine, suitcases, and spontaneous getaways. But before you zip up your carry-on and head to the airport, here’s a real-life story that might make you pause. Recently, I had a client who was planning a dream trip to Europe. Flights were booked, hotels selected, and the countdown had begun. But […]