Tax Compliance & IRS Procedures

Essential guides for IRS compliance including estimated taxes, extensions, audits, IRS notices, payment plans, and tax scam protection.

Tax Compliance & IRS Procedure Resources

Stay compliant and understand IRS procedures with these guides on estimated taxes, extensions, audits, notices, and payment options.

Payment & Filing

Estimated Tax Payment Guide

2025

Pay-as-you-go requirements, quarterly payment deadlines, safe harbor rules (100%/110%), underpayment penalties, and Form 1040-ES.

Tax Extension Form 4868 Guide

2025

Automatic 6-month extension, penalties for late filing vs. late payment, state extension requirements, and proper filing procedures.

IRS Communication & Audits

IRS Audit Guide & Taxpayer Rights

2025

Types of audits (correspondence, office, field), examination procedures, taxpayer rights, representation, appeals process, and audit defense strategies.

Responding to IRS Notice Guide

2025

Common IRS notices, how to respond, deadlines, and when to seek professional help.

IRS Communication Methods Guide

2025

How the IRS contacts taxpayers (letter, phone, in-person), identifying scams, and legitimate IRS communication.

Payment Options

IRS Payment Plans & Options

2025

Installment agreements, offer in compromise, currently not collectible status, payment plan options, and qualification requirements.

Security & Fraud Protection

Tax Identity Theft Protection Guide

2025

Phishing scams, identity theft, Form 14039, Identity Protection PIN (IP PIN) program, and responding to tax-related identity theft.

Tax Scam Protection Guide

2025

Common tax scams, IRS impersonation, how to recognize and avoid fraud, and reporting suspicious activity.

Advanced Topics

Alternative Minimum Tax (AMT) Guide

2025

AMT parallel tax system, exemption amounts ($88,100/$137,000 for 2025), common triggers (ISOs, SALT), and AMT credit.


Professional Representation

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