When it comes to tax audits, every case is unique—but some stories stand out for their complexity, persistence, and the human touch that makes all the difference. Today, we’re sharing the journey of Jack and his family, who faced an audit from the IRS, identity theft complications, and the challenge of navigating government processes. Through the expertise and dedication of TaxAudit professionals, this case highlights what it truly means to advocate for taxpayers.
The Beginning: An Unexpected IRS Notice
It all started with a letter from the IRS. Jack received a notice regarding his 2023 tax return, which had been rejected due to a math error and issues related to his daughter’s Social Security Number. His daughter had previously been a victim of identity theft, where someone had used her Social Security Number to file a fraudulent tax return.
The Power of Representation
Recognizing the complexity of the situation, Jack engaged TaxAudit for support. He first spoke to Myrriah in customer service who confirmed the details of the letter he received from the IRS. She forwarded his file to case coordinator, Ashley, who requested all the initial documents needed to get his case moved forward to a tax professional. Jack was tenacious in getting his documents uploaded in order to get the ball rolling. He was soon assigned to his tax professional Maryam, who reviewed the IRS letter and tax return and immediately got to work.
The first step was to establish formal representation through a Power of Attorney, allowing Maryam to communicate directly with the IRS on Jack’s behalf. Once the Power of Attorney was established, Maryam began the process of gathering a wide range of documents from Jack, including government IDs, tax transcripts, and affidavits related to identity theft.
Once Maryam had all the documents she needed, she put together a response to send to the IRS. After being thoroughly reviewed by the quality control department, the response was sent and the waiting game began.
The Audit Process: Persistence and Communication
Unfortunately, like in most cases with the IRS, an audit is never a quick process. Adding the extra layer of identity theft made this case an even more complicated process. Over the course of two years, Jack’s tax professional Maryam maintained regular contact with the IRS. The audit involved:
Frequent follow-ups: Every 45–90 days, TaxAudit called the IRS for updates, relaying information to Jack and keeping the case moving forward.
Document management: Maryam reviewed and submitted forms, such as the 14039 Identity Theft Affidavit, Form 8863 for education credits, and other various supporting documents.
Problem-solving: When the IRS sent notices requesting additional information, TaxAudit analyzed the documentation, prepared responses, and advised Jack on next steps.
Identity Theft: A Complicating Factor
One of the most challenging aspects of this case was the ongoing impact of identity theft. The IRS’s identity theft team required extensive documentation and imposed long processing times. As this case dragged on for over two years, and the need to file tax returns arose, Maryam reassured Jack that as long as he used the IRS-issued PIN for filing, his returns would remain secure.
Resolution: Accepted Responses and Refunds
After persistent advocacy, the IRS finally accepted the responses provided by TaxAudit and issued a refund to Jack. At the conclusion of his case, he had this to say about working with Maryam.
“Maryam was exceptional! Excellent follow-up, very conscientious, friendly and respectful. Can't say enough positive things about her. TaxAudit is fortunate to have her.”
Lessons Learned: What Taxpayers Can Take Away
This case offers several important lessons for anyone facing an IRS audit:
Don’t go it alone: Professional representation can make a significant difference, especially in complex cases involving identity theft or disputed credits.
Stay organized: Keep copies of all correspondence, notices, and supporting documents. Timely responses and thorough documentation are key.
Be patient: IRS processes can be slow. Regular follow-ups and persistence are essential.
Communication matters: A dedicated tax professional can provide clarity, reassurance, and practical advice throughout the journey.
Final Thoughts
At TaxAudit, we believe every taxpayer deserves a strong advocate. This case is a testament to the power of expertise, empathy, and persistence in resolving even the most complicated audits. If you’re facing an IRS notice or audit, remember—you’re not alone. Our team is here to help, every step of the way.
*Some names and identifying details have been changed to protect the privacy of the individuals.
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