Archive for Main

What does the Taxpayer Advocate do?

  • November 6th, 2013
  • David Greene
  • Comments Off on What does the Taxpayer Advocate do?

The Taxpayer Advocate’s office is a special position set up after the congressional hearings on the IRS revealed problems in how the IRS sometimes treats taxpayers. There is a national taxpayer advocate office and also one in each state. In general, I contact this office when I have tried to deal

Requirements for Non-Custodial Parent to take Dependent Exemption

  • October 29th, 2013
  • David Greene
  • Comments Off on Requirements for Non-Custodial Parent to take Dependent Exemption

I recently had a client who lost custody in Court but was awarded the dependent exemption for his taxes due to his income. He asked me if it was sufficient notice to the IRS to attach his Order to his tax return. If a taxpayer seeks to claim dependent children after a divorce but is not

Are taxes incurred due to illegal schemes eligible for Offer in Compromise?

  • October 22nd, 2013
  • David Greene
  • Comments Off on Are taxes incurred due to illegal schemes eligible for Offer in Compromise?

The Offer In Compromise program is available to anyone who owes back taxes, no matter how they arose. However, one must qualify financially and otherwise and one’s eligibility cannot be determined until the time to make the Offer. Please be very careful in looking at “tax free”

Obtaining Clear Title to Non-probated Property

  • October 21st, 2013
  • David Greene
  • Comments Off on Obtaining Clear Title to Non-probated Property

Consider the following scenario: A person inherited land from his father who died 11 years ago. The father inherited it from his father who died 25 years ago. Neither estate was probated. What can be done to give the grandson “clear title”. Clear title means that there is a definite chain

What is the Likelihood That You Will Be Audited?

  • October 16th, 2013
  • David Greene
  • Comments Off on What is the Likelihood That You Will Be Audited?

This is a difficult question to answer. The IRS computers use several criteria to target returns for audit, including if the current return shows much less income than the past year, an extremely high amount in deductions, or if the income and expenses exactly match. The IRS also targets certain

Affordable Care Act Information

  • October 14th, 2013
  • David Greene
  • Comments Off on Affordable Care Act Information

Small companies, individuals and other types of organizations are confused and worried about the tax consequences of this act. The IRS has opened a new web site at IRS.gov/aca to help explain

Effect of Government Shutdown on deadlines

  • October 10th, 2013
  • David Greene
  • Comments Off on Effect of Government Shutdown on deadlines

Since the IRS is not at work, one might think he could postpone filing until after October 15. Unfortunately that is not the case. All tax filing deadlines remain fixed as if there was no

Reducing penalties & Interest on delinquent taxes

  • July 30th, 2013
  • David Greene
  • Comments Off on Reducing penalties & Interest on delinquent taxes

If one files a successful Offer In Compromise, the entire liability, i.e. taxes, interest and penalties, is considered paid in full for the lesser amount of the compromise; therefore, the issue of forgiving interest and/or penalties never arises.  Almost all Offers are for less than the actual tax owed, so the interest and penalties are completely eliminated by paying the

Reporting Schedule C Losses

  • July 9th, 2013
  • David Greene
  • Comments Off on Reporting Schedule C Losses

Schedule C is used to report profits and losses form sole proprietorship businesses.  It is the most audited of all the tax forms! In order to claim losses based on a Schedule C business, a taxpayer must first prove that the activity is engaged in with a profit objective.  Factors to

Happy Fourth!

  • July 2nd, 2013
  • David Greene
  • Comments Off on Happy Fourth!

Happy Fourth of July 2013 week.  I hope you will have a wonderful time celebrating our independence this year by eating barbecue, hamburgers and hot dogs and watermelon (or

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