kevin rego's (kevinrego) Blog

San Mateo, CAIRS Private Collection Agencies:Part 2 - Your Rights and Next StepsIn Part 1, I covered the basics of the IRS private collection agency program and how it works. Now let's discuss how to protect yourself from scams, what rights you have, and when it makes sense to get professional he...

San Mateo, CA: IRS Private Collection Agencies: Part 1 - Understanding the Program If you've recently received a letter saying your tax debt has been assigned to a private collection agency, you're probably confused—and maybe even suspicious. After all, we've all heard warnings about IRS scams. B...

San Mateo, CA:IRS CP59, CP59R, and CP59SN Notices: What They Mean and How to RespondThe IRS has renewed a "touch" program where they are sending out notices to "touch" taxpayers that may need a little nudge to get tax compliant.  There are a series of these notices, but the most recent are the se...

San Mateo, CAOBBB: Changes for Charitable Contributions The OBBB (P.L. 119-21) recently signed into law in July makes some significant changes to charitable contributions beginning in tax year 2026.Deductions for Non-itemizersBeginning with the 2026 taxable year (tax returns that will be complete...

San Mateo, CABeing a tax attorney, I usually blog about the IRS and tax collection matters.  I recently came across a court case that make me think: this easily could happen to any one of us!How One Missed Form Cost $3 MillionIn a recent case that should make every retirement plan participant pau...

San Mateo, CAIf you owe back taxes to the IRS, one of the most serious collection tools they can use is the IRS levy. A levy allows the IRS to legally seize your property—such as wages, bank accounts, or other assets—to collect unpaid taxes.But here’s what many people don’t know: you have rights ...

San Mateo, CA:IRS Payment Processing Delays: What Taxpayers Should KnowThe IRS has acknowledged a delay in processing some electronic tax payments, which may result in taxpayers receiving balance-due notices—even when payments were made on time. This issue primarily affects those who electronical...

San Mateo, CA:'Tis the season for IRS CP14 letters coming in the mail.I have noticed a marked uptick in the number of clients that are receiving CP 14's in the mail.  The CP14 is "IRS slang" for the first demand for payment after a tax return is filed with a balance due.  Note the "CP14" in the u...

San Mateo, CA:IRS Installment Agreements: How to handle more tax debt!I recently had a question from a client that comes in frequently:Question: What happens if you are on an IRS installment agreement (payment plan) and you incur more tax debt from a recently filed tax return?Answer:  Nothing goo...

San Mateo, CA:A "Double-Claimed" Dependent leads to a Double Audit for Parents.Navigating the complexities of tax law can be daunting, and the recent U.S. Tax Court case of Correll v. Commissioner (T.C. Memo 2025-31) serves as a crucial reminder of the importance of understanding dependency exemp...