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Fight Back Against Fraudulent Tax Return Preparers #2: Make a Complaint About a Tax Return Preparer (The Right Way)

12:00 AM Jamaal Solomon 0 Comments Category :




I grew up in Brooklyn and I was taught not to snitch. However, if you know of a fraudulent tax preparer, snitch on him or her butt ASAP! Fraudulent tax preparers are scum and I don't care if that includes your mother. Before you catch feelings over my last sentence, do remember there are just as much fraudulent female tax return preparers as male. So much innocent taxpayers become victims and now owe a heavy debt to the IRS. I have personally helped a lot of victims and some of their lives have changed for the worst forever. Don't feel powerless because yes you can fight back. I'm here to write about the correct way to report an tax return preparer to the IRS. A lot of times, victims use their raw emotions and try to track down the preparer. Skip the raw emotions and go straight to the IRS. Most victims wished they knew the information that I'm about to share with you. The below information comes straight (word for word) for the IRS official website.

Make a Complaint About a Tax Return Preparer


Most paid tax return preparers are professional, honest and trustworthy. However, the IRS is committed to investigating those who act improperly.

Use one of the following methods if you need to report a complaint.

If your tax return and/or refund have not been impacted


You can report a tax return preparer for improper tax preparation practices, such as:

  • Failing to enter a Preparer Tax Identification Number (PTIN) on a tax return or improperly using a PTIN belonging to another individual.
  • Refusing to provide clients with a copy of their tax return.
  • Failing to sign tax returns they prepare and file. (Note: If electronically filed, your copy may not contain a signature.)
  • Neglecting to return a client's records or holding the records until the preparation fee is paid.
  • Preparing client returns using off-the-shelf tax software or IRS Free File, both of which are intended for use by individuals.
  • Falsely claiming to be an attorney, certified public accountant, enrolled agent, enrolled retirement plan agent, or enrolled actuary.
  • If you are a tax return preparer and discover that another tax return preparer is committing any of the practices mentioned above.

To report a tax return preparer for improper tax preparation practices, complete and send Form 14157, Complaint: Tax Return Preparer with all supporting documentation to the IRS. The form and documentation can be mailed or faxed, but please do not do both. Mailing and faxing the form may delay the processing of your complaint.

MAIL:
Internal Revenue Service
Attn: Return Preparer Office
401 W. Peachtree Street NW
Mail Stop 421-D
Atlanta, GA 30308

OR

FAX:
855-889-7957

If your tax return and/or refund have been impacted

You can report a tax return preparer for misconduct, such as:


  • Embezzling your refund.
  • Altering your tax return documents.
  • Filing a return without your consent.
  • Creating or omitting income to generate a larger refund.
  • Creating false exemptions or dependents to generate a larger refund.
  • Creating false expenses, deductions or credits to generate a larger refund.
  • Using an incorrect filing status to generate a larger refund.

How you report a tax return preparer for misconduct depends on whether or not you received a notice or letter.

If you received a notice or letter from the IRS
Complete Form 14157-A, Tax Return Preparer Fraud or Misconduct Affidavit, and Form 14157, Complaint: Tax Return Preparer. Mail them with all supporting documentation and a copy of the notice or letter to the address contained in that notice or letter.

If you did not receive a notice or letter from the IRS
Complete Form 14157-A, Tax Return Preparer Fraud or Misconduct Affidavit, and Form 14157, Complaint: Tax Return Preparer. Mail them with all supporting documentation to the address where you would normally mail your Form 1040.

SOURCE: https://www.irs.gov/tax-professionals/make-a-complaint-about-a-tax-return-preparer

Stay tuned for my next blog post where I will share more secrets of how to recognize or deal with fraudulent tax professionals.

"I'm like the Phil Jackson of taxes, I'm here to coach you!"

Stikks signing off!

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