Success Story: TAS Helps Taxpayer Victimized by a Return Preparer

March 19, 2018

Every year the Taxpayer Advocate Service (TAS) helps thousands of people with tax problems. This story is only one of many examples of how TAS helps resolve taxpayer issues. All personal details are removed to protect the privacy of the taxpayer.

A TAS case advocate worked diligently on a preparer fraud case to get a taxpayer his refund due. When the taxpayer had his return prepared, he agreed to have the preparation fees deducted from his refund. The taxpayer waited, but never received his refund. When the case advocate started researching the taxpayer’s account, she recognized the signs of return preparer fraud. She worked with the taxpayer to complete the necessary documentation to support the issue and advocate on his behalf with the IRS. Even though the refund had already been issued to the preparer, TAS advocated for the taxpayer to receive his rightful share. Good research and great advocacy paid off for the taxpayer.

When working with the Taxpayer Advocate Service, each individual or business taxpayer is assigned to an advocate who listens to the problem and helps the taxpayer understand what needs to be done to resolve their tax issue. TAS advocates will do everything they can to help taxpayers and work with them every step of the way. Occasionally TAS features stories of taxpayers and advocates who work together to resolve complex tax issues. Read more TAS success stories.

Learn more about whether TAS can help you: TAS eligibility.