Monthly Archives: May 2024

Is IRS Correspondence Broken?

Posted on May 30, 2024 by Russ

As a tax professional with quite a few clients, our clients receive IRS notices. Much of this correspondence (not all, but a large portion) has to be responded to.  My three most recent cases are making me think there are … Continue reading →

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The “Joy” of 1959 Technology

Posted on May 13, 2024 by Russ

Clients of ours (call them John & Betty) just received their IRS refund.  It was off by $1,250, exactly the amount of an estimated tax payment they made.  They made that payment using IRS Direct Pay (and I saw their … Continue reading →

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Surviving a Residency Audit

Posted on May 7, 2024 by Russ

A few years ago, one of my clients (call him Bob) moved from California to Nevada.  He then had a very large capital gain (but while a Nevada resident).  At the time, I advised him that a residency examination (audit) … Continue reading →

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