Wednesday. 07.06.2023

Tips if you need an appointment with the IRS to solve a problem with your tax return

Need to clarify a question with the IRS? These are the most efficient options for making an appointment

Tips if you need an appointment with the IRS to solve a problem with your tax return
Tips if you need an appointment with the IRS to solve a problem with your tax return

It is quite common that during the period to declare taxes in the United States several doubts arise. And many people do not usually do it on their own and do not know the details of the process. Luckily, the IRS has an appointment and consultation service to help all citizens who require advice.

However, you have to know what are the best times to demand your appointment at the IRS. In particular, during the tax season, the demand for consultations is usually high. Therefore, you may try to ask for one and fail. So, you don't waste your time, here at The Look we will show you the options you have at your disposal.

Methods for Requesting an IRS Consultation

First of all, you should keep in mind that there are multiple options to request your appointment at the IRS. Ideally, you should try each of these resources, starting with the simplest to the most complex. In this way, you can make sure to cover all available angles. The resources for requesting an IRS consultation include the following:

  • Via phone: You have the option to request an appointment with an IRS representative by phone. You can call 800-829-1040 (individuals), 800-829-4933 (businesses), or 800-829-4059 (hearing impaired).
  • Schedule an appointment online: Within the official website of the IRS you have the option to request an appointment. You just have to enter the information they ask for and choose the date and time that suits you best.
  • Visit the offices: In case the first 2 options do not work for you, you can go to the nearest headquarters. However, first, you must make sure you know the hours of operation to the public.

We recommend you try these options in the order in which they are broken down. This can save you time and effort in the process.

appointment at the IRS
appointment at the IRS

Tips for Requesting Your Appointment at the IRS

The reality is that there is no good or bad time to schedule an appointment with the IRS. It's all a matter of being patient and waiting for them to attend to you to solve your doubts. In the same way, we recommend you prepare well for this occasion. This way you can make sure that your problem is solved. For that reason, we bring you the following tips:

  • Plan to have all the documents you need on hand. This will allow you to be served faster.
  • Be sure to schedule your appointment outside of peak season to get your appointment faster. The most congested periods are from January to April.
  • Request an appointment at the IRS on the days and hours less elapsed. For example, on Monday mornings or Tuesday afternoons.
  • IRS online services tend to be in lower demand. You can try to request an appointment through the official website.

Alternative options for getting help with your taxes

Today, there are many options to make your tax return in an assisted way. These resources and tools come in handy and will save you the trouble of making an appointment at the IRS. The most popular alternative options are as follows:

  • Try tax software like TurboTax, H&R Block, and TaxAct to streamline the process.
  • Consult with a CPA to do the work for you.
  • Ask for advice on tax help.
  • Try IRS Volunteers.

Tips if you need an appointment with the IRS to solve a problem with your tax return