Do I have to get rid of my stuff to have an organized home?
- No, but we do need to figure out how you use your stuff to find it a proper place in your home so that you can access items when you need them.
What’s an Appeals Officer?
The Independent Office of Appeals is a division of, but separate from, the IRS – Appeals’ mission is to settle tax controversy at the lowest possible level, trying to settle tax disagreements outside of Tax Court. Where an IRS Revenue Agent’s goal is to determine the substantially correct tax, an Appeals Officer’s goal is to settle cases in a manner that is fair and impartial to both the IRS and the Taxpayer; Appeals Officers can use “Hazards of Litigation” to settle cases, while Revenue Agents must propose audit adjustments based on the evidence found within the Taxpayer’s records.
Why did you quit the IRS?
Systemic design and leadership failures that eventually overwhelmed my ability to justify staying.
What kinds of audits did you do at the IRS?
I started my IRS career in the Small Business / Self Employed (SB/SE) division where I audited businesses with less than $10M in assets and the people who owned those businesses.
In Appeals I reviewed and settled audits from all the IRS audit divisions (SB/SE, Wage & Investment [W&I – the division that audits most individual Taxpayers], Tax Exempt & Government Entities [TEGE], and Large Business & International [LB&I – businesses with greater than $10M in assets and the individuals who own them]), and was the Innocent Spouse subject matter expert. Innocent Spouse is section 6015 of the Internal Revenue Code that outlines the law and administrative procedures the IRS applies when severing the previously joint tax liabilities of spouses.
For the final five years of my career I was an LB&I Revenue Agent, first in the general practice area and then in the Pass Through Entities sub-division.