Resources for Tax Professionals
Information in this section is intended for tax professionals, including information about new IRS tax preparer regulation, changes in e-file requirements, ways you can make recommendations to the IRS about systematic problems you have noticed in your practice, and information about Low Income Taxpayer Clinics (LITCs) and volunteering at LITCs around the country.
Tax Preparer Regulation
This section includes important information about tax preparer regulations, including how to apply or renew your PTIN and exam, education and electronic filing requirements.
The Office of Systemic Advocacy addresses large-scale, systemic issues that impact many taxpayers. As a tax professional preparing federal tax returns, if you notice a tax issue or problem that affects multiple taxpayers, let TAS know.
Low Income Taxpayer Clinics
If you have a client that cannot afford to pay for representation before the IRS or in court, they may qualify for assistance from a LITC. LITCs are independent from the IRS.
The Taxpayer Advocate Service (TAS) supports disaster relief by providing federal tax return information and other tax-related information for people who have recently experienced a federally-declared disaster.
Taxpayer Advocate Service at the IRS Nationwide Tax Forums
Each year, the Taxpayer Advocate Service (TAS) hosts seminars at the IRS Nationwide Tax Forums, a series of three-day tax education and networking conferences for tax professionals.
Clarification of Guidance for Some Collection Appeals Program (CAP) Hearing Requests
The IRS clarified instructions to employees, reinforcing that a managerial conference is not necessary before taxpayers can request a Collection Appeals Program (CAP) hearing for certain cases.
Taxpayer Advocate Service Clarifies Case Acceptance Criteria
The Taxpayer Advocate Service (TAS) is designed to be a "safety net" for taxpayers who are experiencing problems with the IRS. However, because we couldn’t possibly help all six million to 12 million taxpayers who may be having problems at any given time, we need to focus on cases where we can add the most value. More details.