How to Work with the IRS: Strategies for Attorneys, Accountants & Appraisers

It is important to understand the culture of the IRS, understand the role federal employees play in enforcing the tax system fairly and with integrity, and at the same time keep the work in perspective. Many people view the Internal Revenue Service (IRS) as a mail slot for accepting tax returns. Although the IRS may periodically need to contact them via the US postal system, the IRS is a complex organization of approximately 100,000 employees with very discernible features. React with patience. Realize that many controversies are in gray areas and that IRS employees typically see the most abusive cases, and for that reason IRS employees may start from a biased perspective. Maintain Integrity: Say only what you mean. Use your word and actions in the direction of truth and make them accurately reflect behaviors. Don t Take Things Personally: Others do not take actions because of you. What others do and say is a projection of how they see their world around them. When you focus on your interests and you are immune to the opinions and actions of others, you won t be the victim of needless suffering. Don t Make Assumptions: Find the courage to ask questions and to share what you really want. Clearly communicate with others to avoid misunderstandings or unnecessary drama. Always do Your Best: In all circumstances always do your best and you will avoid self-judgment, self-blame, and regret. By applying these four principles to risk management or alternative dispute resolution, the parties can reduce stress on themselves and increase the probability of success by focusing on the issues and not the people. Learn from my experiences, integrate your experiences, and take appropriate actions when working with the IRS.