Who Qualifies for Help From a Taxpayer Advocate?
Contact the Taxpayer Advocate Service only after first attempting and failing to fix the problem within IRS channels. Be ready to provide the taxpayer advocate with copies of previous IRS correspondence and notes indicating dates, times, and summaries of telephone conversations. Who initially caused the problem—you or the IRS—is immaterial, according to the Internal Revenue Manual. So a taxpayer advocate can’t beg off by saying that you should have filed your tax return on time, paid your taxes when they were due, or whatever else you did or didn’t do wrong.
