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

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.