It can sometimes feel like a taxpayer is at the mercy of the IRS and that the IRS can not only come after a taxpayer personally, but also reach out to their friends, family, and place of employment to get whatever tax balance that is due to them.
Optima Tax Relief reviews the IRS’s guidelines that have been put into place. The IRS has a set of rules where taxpayer’s information will not be shared with any outside parties unless the taxpayer provides consent or by law. This is the right taxpayers have to confidentiality; one of ten rights known collectively as the Taxpayer Bill of Rights.
The right to confidentiality means:
- The IRS will not give out any of a taxpayer’s personal information without permission from a taxpayer.
- The agency can’t reach out to third-parties such as a taxpayer’s employer or bank for information unless the IRS provides the taxpayer in question with a reasonable notice first.
- The same confidentiality a taxpayer has with an attorney also applies to tax professionals that are working directly with the IRS on the taxpayer’s behalf.
- Taxpayers have the right to expect appropriate action will be taken against employees, return preparers, and others who wrongfully use or disclose taxpayer return information.
Confidential communications entail: conversations, messages, documents as well as any personal information that:
- Falls within the tax professional’s authority to practice alongside the IRS, but it does not include tax return preparation.
- Is considered private or restricted between the taxpayer and their attorney or tax professional.
- Relates to noncriminal tax matters with the IRS or a noncriminal tax case in federal court.
It is also important for taxpayers to know that tax professionals are not allowed to share or use any tax information for any other reason other than preparing a tax return.