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irs.gov

Getting To Know You Tuesday: Kevin Foley

April 21, 2009 · 2 comments

It’s Getting To Know You Tuesday! Today’s guest is CPA Kevin Foley. Interestingly, Kevin has his CPA but doesn’t actively practice tax now. Read on…

1. Where are you now?

In my office, in my home in Freehold, NJ

2. What’s your official title and what does it mean?

Depends on the audience… Dad for 2, Uncle to 18, Son to 1, Brother to 6, brother in law to 7, SOB at work (son of boss) except boss is dead, so I guess I’m boss, CPA, Certified Public Accountant and CPCU, Chartered Property Casualty Underwriter

3. What books are on your night stand?

Moby Dick (still trying to catch up on my HS reading list), Duct Tape Marketing and Twitter Power

4. If you weren’t working in the tax profession, what would your dream job be?

I don’t work in the tax profession… I did work for Touche Ross & Co (now Deloitte & Touche), but that was auditing, not tax and many years ago. I got my CPA and went into the family business, an insurance agency and I don’t think I’d be happier anywhere else.

5. What’s the last movie that you saw (DVD or in the theatre)?

Return of the Pink Panther… the kids (9yo and 11yo) love the old Pink Panther movies with Peter Sellers (editor’s note: the kids have good taste!)

6. Tax is a huge subject. What’s your area of special interest?

Minimizing MY tax liability

7. What’s the best tax or financial advice that anyone ever gave you?

Start with the refund you want, then work your way backwards. I haven’t tried it… yet.

8. Coffee or tea?

Coffee. Cream, no sugar

9. Name five artists on your iPod (or mp3 player).

Mozart, Vivaldi, Smash Mouth, Springsteen (it’s a law in NJ) and Sinatra (another NJ law)

10. What would I be surprised to know about you?

I take my Chocolate Lab, Bonnie swimming every Monday for a half hour

11. What college did you attend (in what subject)?

St. Bonaventure University, Business Administration, Accounting

12. If you had the opportunity to make one change in the tax code tomorrow – an extra credit, a disallowed deduction, whatever – what would it be?

It makes my hair hurt thinking of an answer

13. What’s the best thing on TV right now?

24

14. What do you think Congress will repeal first: estate tax or AMT?

AMT

15. If Uncle Sam handed you a huge refund check right now, what would you do with it?

Buy a whip and beat my accountant for loaning the government my money, interest free.

16. Biggest tax newsmaker: Daschle, Joe Francis or TARP?

TARP

17. And, other than taxgirl, what’s your favorite tax related web site?

IRS.gov… it’s the only other one I’ve ever looked at

Thanks Kevin! It’s great to have the scoop from a tax pro that’s gone onto other things.

Kevin works for PFT&K Insurance Brokers (877-414-2031 Toll Free Phone) – you can also follow him on twitter!

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Re: You’re Being Investigated for Tax Fraud

June 4, 2007 · 0 comments

The IRS wants you to understand that you’ll never actually see that message in a subject line from IRS. It’s the newest scam to target taxpayers.

Taxpayers have reported the receipt of an email allegedly from “IRS Criminal Investigation” claiming that an investigation is underway for filing of a false return or other complaint. The email has an attachment and link which may result in a virus commonly called a Trojan Horse which allows hackers access to your computer’s hard drive.

If you receive any emails claiming to be from the IRS, please remember that the IRS does not send out unsolicited e-mails or ask for detailed personal and financial information. Additionally, the IRS will never ask for your PIN numbers, passwords or other access information for credit card, bank or other financial accounts.

Do not open the attachment! Instead, forward the e-mails to phishing@irs.gov.

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Looking for a little extra Christmas cash?

November 29, 2006 · 0 comments

You might be entitled to a little holiday bling, courtesy of the IRS.

It seems that the IRS has checks for 95,746 taxpayers for a total of $92.2 million, refund checks which have been returned as undeliverable.  Those checks can be claimed as soon as the taxpayer updates an address with IRS or otherwise makes a claim.

How do you find out if you’re one of the lucky taxpayers?  Well, if you know the amount and just haven’t received your check, you can check online.  You can check via telephone by calling 1-800-829-1954.

Of course, the easiest way to ensure that you get your refund is to make sure that the IRS has your current information.  You can do this by completing a federal form 8822.

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irs.gov Breaks Own Record

April 20, 2006 · 1 comment

The IRS announced that there were more visits to its web site, www.irs.gov on April 17, 2006, than any other single day in the past.  The number of visits reached 3,385,936 as compared to the prior record of 3,337,300 visits on April 15, 2005.

But the rush isn’t over yet…  The IRS reminds us that taxpayers expecting a refund can easily check on its status by
clicking “Where’s My Refund?" on the site.  This feature had been used
more than 24 million times since January 1, 2006.

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