Beating the IRS at their own game!

The IRS wants you to believe two things:
1. They’re always right
2. You have no leverage
Both are wrong.

In this video, my friend Yoav Etzion MST, EA and I break down what’s actually going on at the IRS right now, why remediation has become harder, where the system is breaking down, and how taxpayers keep losing simply because they don’t know their options.

We cover:
• What IRS remediation really looks like in practice
• Why the IRS is not always right (and when to challenge them)
• What to do before you panic when you get an IRS notice
• How payment plans really work (and when they make sense)
• When IRS debt can be discharged, and when it absolutely cannot
• The biggest mistakes taxpayers make when dealing with the IRS

This isn’t about “beating” the IRS by doing something shady.
It’s about knowing the rules so you’re not operating in the dark when you're dealing with the IRS.

I’m Romeo Razi, CPA, and I used to work at the IRS.
Which means I’ve seen how decisions are made, where discretion exists, and how often taxpayers give up ground they never had to surrender.

Timestamps:
0:00 My Introduction
1:13 Interview Starts
3:25 IRS Remediation Intro
4:10 Two parts of the IRS - Audit vs Collection
5:00 Less IRS officers in the field (IRS Appeals story)
7:31 Delays in refunds IRS
9:00 Title wave of IRS collections
12:05 What to do if you didn't file your taxes for many years
14:19 IRS Payment Plans
15:30 When does the IRS put a lien on you
20:00 How the IRS calculates what you can pay
24:27 Offer-in-compromise (OIC)
29:02 The IRS is not always right!
33:20 Battling an IRS agent (story)
37:28 When to go to IRS Appeals, and when to stay away.

And if you really liked this video, sign up for my newsletter at TaxTicker.com, the only accounting tax newsletter that won’t put you to sleep (unless you’re into that sort of thing).

Romeo Razi, CPA
https://taxticker.com
https://taxedright.com

Yoav Etzion, MST, EA
https://yjetax.com/about-us/

Legal Disclosure: This video is for informational and educational purposes only. It is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own CPA, attorney, or financial advisor before making any decisions based on this content. Although I am a licensed CPA, I am not your CPA.