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Refund Claim

McKenzie case: Prolonged fruitless communications with IRS yield informal refund claim

McKenzie case: Prolonged fruitless communications with IRS yield informal refund claim

A very interesting and great case for taxpayers.  Here is the Memorandum and Order and here is the Government’s Memorandum in support of its Motion to Dismiss (which was denied).  A district court in McKenzie v. U.S., (DC PA 3/20/2013) 111 AFTR 2d ¶ 2013-546, has concluded that a taxpayer seeking to obtain a refund […]

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IRS Has $1 Billion for People Who Have Not Filed a 2008 Income Tax Return

IRS Has $1 Billion for People Who Have Not Filed a 2008 Income Tax Return

IRS Has $1 Billion for People Who Have Not Filed a 2008 Income Tax Return IRS YouTube Videos: Haven’t Filed a Tax Return in Years?: English | Spanish | ASL WASHINGTON — Refunds totaling more than $1 billion may be waiting for one million people who did not file a federal income tax return for […]

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California Property Tax Appeals: Statute of Limitations on Refund Claim

California Property Tax Appeals:  Statute of Limitations on Refund Claim

Editor’s Note: I came across this case involving “property tax appeals.”  The case is noteworthy as it discusses the statute of limitations with respect to refund claims. In a unpublished opinion, the trial court improperly dismissed a taxpayer’s petition for writ of mandate  seeking to compel compliance with Cal. Rev. & Tax. Code § 4985.2 […]

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IRS Alert!: Seven Tips to Help Taxpayers Avoid Phony Refund Schemes Abusing Popular College Tax Credit

IRS Alert!:  Seven Tips to Help Taxpayers Avoid Phony Refund Schemes Abusing Popular College Tax Credit

Seven Tips to Help Taxpayers Avoid Phony Refund Schemes Abusing Popular College Tax Credit The Internal Revenue Service offers the following seven tips to help taxpayers avoid an emerging scheme tempting senior citizens and other taxpayers to file tax returns claiming fraudulent refunds. These schemes promise refunds to people who have little or no income […]

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Meet Paul Raymond

Meet Paul Raymond

Mr. Raymond is a sought after speaker in tax controversy law by many attorney, accountant, and business groups and at the request of the Internal Revenue Service, has presented programs at the IRS Nationwide Tax Forum, attended by tax professionals throughout the United States.

Additionally, he continues to be an active member in the Section of Taxation, American Bar Association, where he was the Past Chair of the Employment Taxes Committee.

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Member CA Bar Member Orange County Bar US Tax Court Attorney