tax tips from a former irs agent

We did the time behind the scenes, now you get the benefit of that first-hand experience.

Claire Pelton Claire Pelton

How IRS Audits Work (From Someone Who Did Them)

As we close in on the final tax deadline for the season, audit risk will become the next concern for taxpayers. Good thing our founder, Gabe knows all about that. He worked for the IRS and is not afraid to share how the process works

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Why a Tax Extension Shouldn’t Scare You

Filing a tax extension is often treated like an admission of procrastination, but in many cases it’s a smart, strategic move. An extension gives you extra time to gather documents, reduce mistakes, lower your tax bill, and manage cash flow, without penalty for simply filing late. Here are the main reasons going on a tax extension can be a good thing.

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inside the IRS: Why the System Is Broken

This blog breaks down the real reasons the IRS struggles to function effectively—from outdated technology and weak internal incentives to inconsistent audit quality and a reliance on fear-based compliance. Learn what actually happens inside the agency, why so many taxpayers lose audits, and how understanding IRS culture can dramatically improve your tax strategy and defense.

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