How to File a Complaint With the IRS

This article was co-authored by Cassandra Lenfert, CPA, CFP®. Cassandra Lenfert is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP) in Colorado. She advises clients nationwide through her tax firm, Cassandra Lenfert, CPA, LLC. With over 15 years of tax, accounting, and personal finance experience, Cassandra specializes in working with individuals and small businesses on proactive tax planning to help them keep more money to reach their goals. She received her BA in Accounting from the University of Southern Indiana in 2006.

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To file a complaint with the Internal Revenue Service (IRS), you must contact either the Inspector General for Tax Administration (TIGTA) (also available by phone at (800) 366-4484) or the Office of the Taxpayer Advocate (also available by phone at (877) 777-4778). A complaint against someone working for the IRS or posing as an IRS agent for the purpose of obtaining personal or financial information should be sent to the TIGTA whereas the Taxpayer Advocate Service (TAS) can help you resolve a problem with the IRS.

Part 1 of 2:

Filing a Complaint With the TIGTA

Step 1 Understand when it is necessary to file a complaint with the TIGTA.

Step 2 Submit a complaint by phone, mail, or email.

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Step 3 Include the necessary information on the about the faulty party.

Step 4 Provide <a href=your contact information." width="460" height="345" />

Provide your contact information. Supply your name, phone number and email address in the event the TIGTA needs to contact you for additional information. [4] X Research source

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Filing a Complaint With the TAS

Step 1 Understand when it is necessary to file a complaint with the TAS.

Step 2 Contact your local Taxpayer Advocate Office by phone or online.

Step 3 Describe the problem and type of assistance you require.

Step 4 Provide <a href=your contact information to the advocate." width="460" height="345" />

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Expert Q&A

How do I file a complaint against a tax preparer? Cassandra Lenfert, CPA, CFP®
Financial Advisor & Certified Public Accountant

Cassandra Lenfert is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP) in Colorado. She advises clients nationwide through her tax firm, Cassandra Lenfert, CPA, LLC. With over 15 years of tax, accounting, and personal finance experience, Cassandra specializes in working with individuals and small businesses on proactive tax planning to help them keep more money to reach their goals. She received her BA in Accounting from the University of Southern Indiana in 2006.

Financial Advisor & Certified Public Accountant Expert Answer

You can file a complaint against a tax preparer with the IRS by filing Form 14157-A (Tax Return Preparer Fraud or Misconduct Affidavit) and Form 14157 (Complaint: Tax Return Preparer). However, you can only file it if they did one of the following: 1) Filing an individual Form 1040 without your knowledge or consent; 2) Altering your tax return documents; 3) Using the wrong filing status to increase your refund; 4) Making up dependents or exemptions to increase your refund, 5) Creating or omitting income to increase your refund; 6) Making up false deductions, expenses, or credits to increase your refund; or 7) Misdirecting your refund. If your tax preparer did one of these things, mail the 2 forms with your supporting documentation to the IRS. You may also report the tax preparer to the state agency if they're licensed in your state. For instance, you could report a CPA to your state's Board of Accountancy.

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