The IRS announced today that as part of a larger transformation effort, the IRS will no longer have unannounced visits to taxpayers in most circumstances. For decades, the IRS has sent IRS Revenue Officers, those employees who are charged with collecting unpaid taxes...
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IRS Reopening Taxpayer Assistant Centers and Begins Community Assistance Visits
The IRS continues to reopen walk-in offices and add more offices to help people who need to visit Taxpayer Assistance Centers. For those who live in underserved areas, the IRS has opened eight temporary centers for opportunities to meet in person with taxpayers who...
IRS Succeeds in Improving Service, Finding Tax Cheats, and More
The IRS recently issued an update stating it dramatically improved service during the last filing season, noting it achieved an 87% level of service. The IRS was able to answer 3 million more calls and reduced hold times from 28 minutes to three minutes. An...
IRS Issues Alert on New Scam
Taxpayers are warned to beware of a new scheme defrauding taxpayers by sophisticated fraudsters who send a letter to taxpayers in a cardboard envelope containing a letter purporting to be from the IRS notifying the taxpayer of a refund. The letter looks authentic and...
Deadline to Collect your Refund
The IRS reminded taxpayers this week to file their 2019 income tax returns before July 17th because the IRS has $1.5 billion in tax refunds just waiting for taxpayers to claim. The highest refund is $6,557 per taxpayer; the average refund is $893. Don’t wait! File...
IRS National Taxpayer Advocate’s Mid-Year Report
National Taxpayer Advocate, Erin Collins, issued her mid-year report to Congress noting the improvements with the current tax reporting season compared to last year. Ms. Collins urges the IRS to make technology upgrades a top priority. To read the full report, click...
California Cannabis Excise Tax and Enforcement Changes
The responsibility for collecting and paying the cannabis excise tax to the California Department of Tax and Fee Administration (CDTFA) shifted from cannabis distributors to cannabis retailers effective January 1, 2023. Among other requirements, cannabis retailers now...
If it Sounds too Good to be True…
Who wouldn’t want to sell property tax free all while appearing charitable in the process? The clients of John Eickhoff, Jr. and Hoffman Associates, LLC learned the hard way that the Charitable Remainder Annuity Trust (CRAT) scheme promoted by Eickhoff and Hoffman...
Department of Justice Catches Tax Shelter Thief
Walter Roberts, II of North Carolina helped his clients falsely deduct over $1 billion by lying about the value of charitable contribution deductions made on donated property conservation easements. Roberts did this for more than a decade, inflating some values by as...
Sales Tax Receipts Up 1.9% First Quarter 2023
The California Department of Tax and Fee Administration (CDTFA) has reported a notable increase in first quarter sales and use tax payments this year. CDTFA received $19.3 billion in sales and use tax payments during the first quarter of 2023, up 1.9 percent, or...

