Maggie Romaniello from the IRS Stakeholder Liaison serves as a crucial advocate for tax professionals and clients. She discusses how the Liaison addresses systemic issues like erroneous extension letters and data breaches. The conversation highlights practical steps for tax preparers to report breaches and utilize online accounts for better security. Maggie also emphasizes the importance of communication and collaboration between tax professionals and the IRS, especially during disasters, to ensure a streamlined resolution process.
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question_answer ANECDOTE
Extension Letters Caused Client Panic
Practitioners reported clients on extensions receiving IRS letters asking for returns.
Maggie got the business unit to confirm the letters were erroneous and told taxpayers to disregard them when a valid extension exists.
volunteer_activism ADVICE
Report Client Data Breaches To SL First
If client data are compromised, contact your local Stakeholder Liaison first to begin IRS intake.
SLs log incidents, notify multiple IRS business units, and guide mitigation steps for the filing season.
volunteer_activism ADVICE
Follow State Rules After A Breach
After a breach, notify state attorneys general and state revenue departments for each state you prepared returns in.
Check state-specific breach rules (e.g., credit monitoring requirements) and notify insurers and affected clients by letter.
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Recorded live from the New Orleans Tax Forum, Roger and Annie sit down with Maggie Romaniello from IRS Stakeholder Liaison to discuss this often overlooked but crucial IRS department. Maggie explains how Stakeholder Liaison serves as an advocate for tax professionals and their clients, handling everything from systemic issues like erroneous extension letters to data breach incidents and disaster response. The conversation reveals how practitioners can access this free resource directly through the IRS website and highlights the department's role in pushing for technological improvements like online accounts and streamlined processes.
Federal Tax Updates