Two key elements of the IRS mission are to treat taxpayers with dignity and respect, and to provide them a positive customer experience. The Taxpayer Bill of Rights outlines the ten specific rights all taxpayers have any time they interact with the IRS.
These rights cover a wide range of topics and issues and lay out what taxpayers can expect in the event they need to work with the IRS on a personal tax matter. This includes when a taxpayer is filing a return, paying taxes, responding to a letter, going through an audit or appealing an IRS decision.
Here are the rights outlined in the Taxpayer Bill of Rights
- The Right to Be Informed
- The Right to Quality Service
- The Right to Pay No More than the Correct Amount of Tax
- The Right to Challenge the IRS's Position and Be Heard
- The Right to Appeal an IRS Decision in an Independent Forum
- The Right to Finality
- The Right to Privacy
- The Right to Confidentiality
- The Right to Retain Representation
- The Right to a Fair and Just Tax System
More Information:
Publication 1, You Rights as a Taxpayer
Taxpayers can visit IRS.gov anytime for answers to tax questions
As people get ready to file their 2021 tax return, the IRS reminds taxpayers they can find answers to their tax questions from the comfort of home using IRS online tools and resources. These IRS.gov tools are easy to use and available anytime.
- Choosing a preparer. The IRS has several options for finding a tax preparer. One resource is Choosing a Tax Professional, which offers a wealth of information for selecting a tax professional. The Directory of Federal Tax Return Preparers with Credentials and Select Qualificationscan help taxpayers find preparers in their area who currently hold professional credentials recognized by the IRS or who have an Annual Filing Season Program Record of Completion.
- Interactive tax assistant. This tool has answers a variety of tax questions. It can also help a taxpayer determine if a type of income is taxable. Many people experienced changes to income and other life eventsin 2021. This tool can help them find tax credits and deductions.
Taxpayers may qualify for the child tax credit and child and dependent care credit. Those who are not eligible for the child tax credit might be able to claim the credit for other dependents. Individuals paying higher education costs for themselves, a spouse or a dependent, may be eligible to save some money with education tax credits or deductions. Additionally, low-to moderate-income taxpayers may qualify for the earned income tax credit.
- Getting banked and setting up direct deposit. Direct depositgives taxpayers access to their refund faster than a paper check. Those without a bank account can learn how to open an account at an FDIC-insured bank or through the National Credit Union Locator tool. Veterans should see the Veterans Benefits Banking Program for access to financial services at participating banks.
- Setting up or reviewing IRS Online AccountThe IRS encourages taxpayers who have not set up an Online Account yet should do so soon. People who have already set up an Online Accountshould make sure they can still log in successfully. Taxpayers can use Online Account to securely access the latest available information about their federal tax account.
- Paying a tax bill. The IRS offers several ways for taxpayers to pay their taxes including online, by phone or through the IRS2Go app. Direct Payis free and a safe way to pay taxes or estimated tax directly from a checking or savings account. Direct Pay has five simple steps to pay in a single online session and is also available with the IRS2Go mobile app.
More information:
Publication 5348, Get Ready to File
Publication 5349, Year-Round Tax Planning is for Everyone
For the clients that receive Advanced Child Tax Credit, you will receive a letter from the IRS that will be needed to complete your return this year. The Form number is 6419. For the third stimulus that was sent, there should be a letter, Notice 1444-C, that will show how much stimulus was sent and the breakdown for the house hold.
Office Hours: Monday – Friday 9am – 6pm, Saturday 9am – 5pm. Starting on January 17th hours will be Monday – Friday 9am – 7pm, Saturday 9 am – 5pm. Our office phone is 252-435-1040. Gives us a call for any question that you may have. This office will have blended tax appointments. We will have face to face appointments, Drop off appointments, email documents to our office mike.bonin@tax.hrblock.com, and you can open an online account in MyBlock and upload your documents and make an online appointment. You will have the options of signing and paying for your returns in the office or have them sent to your email for our Approve Online Option.
Face to Face appointments will require a mask while sitting at the tax desk. If any one is sick or showing signs of being sick, please use the digital drop off option my creating a MyBlock account online. You can email your documents to mike.bonin@tax.hrblock.com and I will get them to your tax preparer.
