Presentation: Tax Trouble – What to do if You’ve Got Problems with the IRS

Thursday, 3/20/2025
12:00 - 1:00
Virtual Library

United States

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Taxes have always been complicated, and are likely to remain so. For all sorts of reasons, people can get behind in their income tax filings or payments, and end up with a tax bill that may also include penalties, interest and other unpleasant surprises.  If you've recently started your own business or become part of the gig economy as a free-lancer or independent contractor, you're especially at risk as you learn the rules for your new situation. We’ll talk about how to get back on the right foot with tax withholding and reporting, and what to do if you find yourself at odds with the IRS. Topics include IRS errors: how to spot them and how to handle them; statutes of limitations; worst-case scenarios like liens and garnishments; and mitigations like appeals, payment plans and amended returns. 

About the speaker: Heather C. Liston, CFP®, EA, is the Principal at Clarity Financial, a woman-owned, fee-only financial planning firm based in San Francisco. She works with individuals and couples on retirement planning; equity compensation; tax planning; risk management; investments; budgeting, saving, and debt management; and more. She also prepares tax returns and teaches courses in financial planning and income tax. 

Photo of presenter, Heather Liston

Personal Finance

Get expert help in managing your finances and learn how to make well-informed financial decisions about spending, saving, taxes, investing, retirement, estate planning and more.

Taxes

A series of expert-led workshops covering everything you need to know to file your tax return safely and accurately, no matter your situation.

This program is sponsored by Friends of the San Francisco Public Library.

Attending Programs

All programs are drop-in (no registration necessary) unless otherwise noted. All SFPL locations are wheelchair accessible. For accommodations (such as ASL), call (415) 557-4557 or contact accessibility@sfpl.org. Requesting at least 3 business days in advance will help ensure availability.

This program will be conducted in English unless otherwise noted.

Notice: This event may be filmed or photographed. By participating in this event, you consent to have your likeness used for the Library’s archival purposes and promotional materials. If you do not want to be photographed, please inform a staff person or the photographer. A sticker will be provided to help identify you so that we can avoid capturing your image.

Public Notice and Disclaimer

This program uses a third-party website link. By clicking on the third-party website link, you will leave SFPL's website and enter a website not operated by SFPL. This service may collect personally identifying information about you, such as name, username, email address, and password. This service will treat the information it collects about you pursuant to its own privacy policy. We encourage you to review the privacy policies of each third-party website or service that you visit or use, including those third parties with whom you interact through our Library services. For more information about these third-party links, please see the section of SFPL’s Privacy Policy describing Links to Other Sites.

The views and opinions expressed in programs presented by groups unaffiliated with SFPL do not necessarily reflect the official policy or position of SFPL or the City.