Returns, including but not limited to:

  • Requesting spouses tax return information and obtaining over proclaimed “confidentiality” provisions under 6103;
  • Arguing for civil penalties for improperly disclosing confidential information under 6103;
  • Discussing returns, both information and reporting tax liability, with taxpayers;
  • Emphasizing the jurat on material submitted to the Internal Revenue Service, and the difference in paying extra taxes verus pinstripes;
  • Advising on husband signing wife’s name under jurat and fraudulent return thereto;
  • Assisting with filing amended returns;
  • Filing amended returns for refunds and to assist with audit adjustments;
  • Advising on due date of returns, including with extensions;
  • Advising on when returns are filed for assessment and statute of limitations thereto, as well as statute of collections;
  • Constantly discussing and advising on meeting the mailbox rule when sending anything to the Internal Revenue Service;
  • Self-assessment of tax, as well as assessment post audit;
  • Withholding tax for returns, as well as making estimated payments to prevent underpayment penalty;
  • Joint return and serious concerns over joint liability;
  • Filing joint return after filing separate returns;
  • Relief of joint liability under innocent spouse claims; and
  • Advising tax preparers of preparer penalties and sanctions.