Law Offices of Connie Yi, PC - estate planning
Tell Us About Your Case

For the safety of our community, clients and staff, we have suspended all in-person meeting effective March 17, 2020. All consultation meetings will be via Phone or Zoom Video Conferencing. Please contact us at 925-484-0888 or email us directly at [email protected] to schedule the consultation.

Bay Area Estate And Tax Planning Law Firm
Estate Planning
Trust Administration and probate

A warm and fuzzy IRS? Agency announces taxpayers’ Bill of Rights

| Jun 12, 2014 | Uncategorized |

Symbolic but meaningful.

That’s the message the Internal Revenue Service is seeking to convey to taxpayers in California and nationally regarding its recently released “Taxpayer Bill of Rights.”

Do we really need such a thing?

Apparently so, given the sheer degree to which many Americans experience sheer angst and trepidation when interacting at all with the IRS. What centrally marks many of those encounters is, sadly, a misconception regarding the agency.

That misconception is this: The agency is essentially free to throw its weight around, terrify taxpayers and issue ultimatums that can never be challenged.

Such notions are far from truth, but, given the assessment of national Taxpayer Advocate Nina Olson that, “Only 46% of taxpayers believe they have rights,” many IRS critics have long contended that the agency needs to step forward with some sort of rhetoric to calm jumpy taxpayers.

Thus, the Bill of Rights, issued earlier this week. The document doesn’t actually state anything new or have enforcement teeth to back it up, but agency officials say it is a positive move that will go far toward educating taxpayers.

As to what is specifically contained among the enumerated rights, simple logic prevails. Taxpayers have a right to know what the IRS is asking or challenging them about. They have a right to contest an agency position and to go up the chain of command if they’re not getting answers. They have due privacy rights.

And, yes, they have a right to retain a tax lawyer to intercede with the IRS on their behalf. When exercised, that right often results in optimal outcomes for taxpayers.

A proven tax lawyer with long-tenured experience dealing with the IRS can fully protect the legal rights of a client and fully promote his or her interests in any tax-related matter.

Source: USA TODAY, “The IRS wants to read you your rights,” Gregory Korte, June 10, 2014


FindLaw Network

Recent Blog Post

Is estate planning necessary for young people?

Misconceptions exist about the relationship between age and estate planning. Yes, older people may prioritize estate planning for reasons related to advancing age and health concerns. That does not mean only older California residents benefit from the process. Young...

What are the responsibilities of a fiduciary?

Residents of California may want to learn more about the role of the fiduciary and their responsibilities. Because fiduciary duty may be a requirement among certain professions, clients and professionals should know more about what this is. The meaning of fiduciary...

5 factors to consider when choosing a guardian

For parents, one of the biggest reasons they decide to create an estate plan is to ensure their child will be cared for no matter what. It isn’t easy to think about a tragedy where a child may lose both their parents before they turn 18, but parents have to plan for...

View More Blog Posts