Tax Examiner
IRS
Memphis
01.2025 - Current
- Worked on balance due cases by inputting installment agreements from correspondence, Form 9465, and 433-D.
- Verified compliance to ensure all tax returns are filed timely for installment agreements.
- Input action on installment agreements for the Installment Agreement Accounts Listing (IAAL), such as revising the IA for a new balance or defaulting the installment agreement after determining the balance can be fully paid by the collection statute expiration date.
- Reading correspondence to determine if the taxpayer can't pay, won't pay, or will pay the balance.
- Worked on Taxpayer Advocate Service cases to resolve the issues of the taxpayer, such as installment agreements and financial statements.
- Analyzed and monitored financial statements to determine what the taxpayer can pay, and/or be placed in currently not collectible status.
- Sent cases to independent review after determining that the installment agreement cannot be approved.
- Routed and referred cases to the department that works on cases that are not collection issues or exceed our authority to process.
- Worked on notices for tax delinquency on business master file accounts to determine if they are liable to file, have outstanding credits, and have open filing requirements.
- Sent letters on balance-due accounts and on non-filer accounts, requesting additional information to resolve any issues.
- Instructed a Business Master File (BMF) non-filer class in 2018.
- I worked on (BMF) non-filer transcripts, such as AM 18 and TDI.
- Located payments and performed credit transfers to offset the balance from different tax periods and accounts.
- I have worked in Collection from January 2008 to the present.
- I worked in Centralized Case Processing (CCP) from July 2005 to 2008.
- Closed Revenue Officer cases and resolved transactions that could not be posted.
- I was detailed to Accounts Management from January 2007 to June 2007, from CCP.
- Received phone calls via the Aspect Telephone System for refund issues.
- I worked in default screening, directing telephone calls.
- From January 2000 to June 2005, I worked in Submission Processing under the Notice Review program, reviewing notices for accuracy, researching, and verifying payments for refund transcripts and estimated tax payments.
- I worked manual refunds for hardship cases.
- I stopped refunds from being released to prevent erroneous refunds, and then released refunds once the information was corrected.
- I verified that all entity information and telephone numbers were correct.
